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Support - Accounting

Tutorial

How to start a new accounting period?

When you issue an invoice or record an expense, Fiduly automatically opens the corresponding accounting period.

To modify, delete or add an accounting period to be managed by Fiduly, go to “Settings”, then click on the “Accounting” tab.

  • On this page you see the accounting periods. You can modify, delete or add one.
  • You can also import the balance sheet from a previous year, if you have done it with another accounting software.
  • You can also carry forward changes from one year to the initial balance sheet of the following year at any time. Fiduly automatically takes care of managing the closing and opening entries.

How to manage my accounting journal?

When you issue an invoice or record an expense, Fiduly automatically manages the corresponding accounting entries.

But you have the option of adding manual postings.

On the home page, choose “Bookkeeping”/”Journals” and then click on the green button ‘New Entry” to add a manual journal entry.

  • Select the entry date.
  • Select the debit and credit accounts.

Enter a description

Click on Attach files to add an accounting document.

Choose a VAT indication if needed. Enter the amount, currency and exchange rate.

Click on “new line” for more entry lines, then on “Save” to add your new manual entry to the accounting journal

Where can I view my income and expenses?

On the left-side menu click on « Bookkeeping » / « Dashboard»

On this page you can see different indicators and graphs for your business

You can change the period and the graph granularity Monthly/weekly