Finance & Accounting
Chart of accounts, journal entries, bank reconciliation and reports.
11 guides
11 videos · 9 min
Basics
3 guides
45 s
Your books at a glance
What Finance & Accounting shows, how entries get into your books by themselves, and where to find each tool.
5 steps Video guide Open →
46 s
Use and extend the chart of accounts
See every account and its balance, add your own accounts, and open an account's ledger.
5 steps Video guide Open →
41 s
Currencies and exchange rates
Switch on the currencies you trade in and keep their exchange rates, so invoices and bills can use them.
4 steps Video guide Open →
Day-to-day bookkeeping
2 guides
40 s
Record an expense
Book money that left the business without a supplier bill, such as rent, fuel or fees, in a few clicks.
5 steps Video guide Open →
58 s
Post a journal entry
Record loans, owner investment, corrections and anything else with debits and credits, and reverse an entry.
7 steps Video guide Open →
Bank
2 guides
46 s
Import a bank statement
Upload the CSV file from your online banking; Owlvix reads the columns, skips lines already imported and adds the rest.
6 steps Video guide Open →
59 s
Reconcile your bank account
Match each bank statement line with the entry in your books, or create the entry, until the difference is zero.
6 steps Video guide Open →
Reports
2 guides
48 s
Profit and loss, balance sheet and trial balance
Run your main financial reports for any period, click through to the entries behind a line, and print them.
6 steps Video guide Open →
40 s
See who owes you and whom you owe
The aged receivables and payables reports list open invoices and bills per customer and supplier, by how late they are.
5 steps Video guide Open →
Assets and budgets
2 guides
1:06
Fixed assets and depreciation
Register equipment and vehicles, let Owlvix work out and post monthly depreciation, and record a sale or disposal.
7 steps Video guide Open →
45 s
Plan with budgets
Set expected income and costs per account and month, then compare them with what really happened.
6 steps Video guide Open →
Related topics
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