Introduction to Accounting

Financial accounting is the core of any business management system.

There are three main accounting transactions in StrideERP in wich you can view, create and manage easily:

  • Sales Invoice: The invoices that you issue to your customers for products or services.
  • Purchase Invoice: An invoice for the goods and services you purchase from your suppliers.
  • Journal Entries: Entries related to accounting, such as payments and credits.

The Advanced shortcuts facilitate managing the accounts related to the customers, suppliers, payments as well as allow you managing the bank accounts, clearance and cank reconciliation finally subscription can be managed in an efficient way.

1. Topics

1.1 Setup and Opening

  1. Accounting Settings
  2. Company Setup
  3. Chart of Accounts
  4. Opening Balance in Accounts
  5. Cost Center
  6. Distributed Cost Center
  7. Fiscal Year
  8. Accounting Period
  9. Finance Book
  10. Accounting Dimensions
  11. Accounting Dimensions Filters
  12. Bank
  13. Bank Account

1.2 Journals and Payments

  1. Journal Entry
  2. Journal Entry Template
  3. Payment Entry
  4. Dunning
  5. Payment Request
  6. Mode of Payment
  7. Payment Terms
  8. Payment Terms Template
  9. Advance Payment Entry
  10. Inter Company Journal Entry

1.3 Billing

  1. Sales Invoice
  2. Purchase Invoice
  3. Inter Company Invoices
  4. Credit Note
  5. Debit Note
  6. Credit Limit

1.4 Taxes

  1. Item Tax Template
  2. Tax Withholding Category
  3. Tax Rule
  4. Tax Category

1.5 Pricing

  1. Pricing Rule
  2. Promotional Scheme
  3. Exchange Rate Revaluation
  4. Currency Exchange
  5. Currency

1.6 Retail Operations

  1. Point of Sale Profile
  2. Point of Sale
  3. Cashier Closing

1.7 Tools

  1. Bank Reconciliation
  2. Payment Reconciliation
  3. Period Closing Voucher
  4. Payment Order
  5. QuickBooks Migrator
  6. Process Statement Of Accounts

1.8 Reports

  1. Accounting Reports

1.9 Advanced

  1. Multi Currency Accounting
  2. Deferred Revenue
  3. Deferred Expense
  4. Process Deferred Accounting
  5. Bank Guarantee
  6. Loyalty Program
  7. Budgeting
  8. Auto Repeat
  9. Invoice Discounting

1.10 Subscription

  1. Subscription
  2. Subscription Plan
  3. Subscription Settings

1.11 Shareholder Management

  1. Shareholder
  2. Share Transfer
  3. Share Reports