Accounting

Getting started with accounting on Springly

• Understanding Accounting Terms & Concepts Used on Springly
• Accounting on Springly
• Choose your accounting level
• How to change my Accounting System
• Configuring my accounting level options
• Add your Bank Account Information

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Bank Reconciliation

• Modify a completed reconciliation
• Identify the origin of the discrepancy
• View the discrepancy of a reconciliation
• Reconcile by importing operations
• Import your operations using Plaid
• Delete imported bank transactions

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Accounting entry

• Accounting reset and deleting entries
• Discover the accounting entries recorded automatically
• Recording a transfer between bank accounts
• Payables and receivables module
• Follow-up of Payables and Receivables
• Cancel a Payable or Receivable

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Manage petty cash and checks

• Best practices for managing petty cash
• Modify or delete a check remittance
• Manage cash deposits and withdrawals
• Basics of check remittances
• Understand why a check remittance was cancelled
• Mark a check as rejected

Accounting documents

• Search for accounting records
• Export of transactions and payments

The accounting periods

• Delete an Accounting Period
• Basics of Accounting Periods
• Modify an Accounting Period
• Creating your Accounting Periods

Doing your accounting closing

• All about the accounting closing
• Cancel an accounting closing
• How to complete your accounting closing

Other questions about Accounting

• Delete test Accounting entries
• Tip: Corrective entries
• Cancel or modify the allocation of entries
• Create Budgets and Breakdown entries
• How Funds Accounting works
• Activate sub-ledger accounting

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Quickbooks report

• Setting up QuickBooks
• How to integrate a journal in QuickBooks online