Accounto AG

Instructions for the individual modules in your mandates 

Modules at client level

In this article we will show you how to upload documents using three different methods.

Upload Documents

Learn in simple steps how to create an invoice and where to make your individual adjustments.

Create a new invoice

Define your VAT, discount, currency, bank account and many other settings for invoices here.

Invoice settings

Here you can find out how to prepare invoices directly via Accounto for your payment at the bank.

Pay Invoices

In order for the invoices to be paid or booked, they must first be accepted.

Accept invoices

Hier zeigen wir Ihnen, wie Sie Spesen hochladen und verwalten.

Expenses

Below, you will find the complete list of which types of transactions can be matched (reconciled) with which types of documents

List of compatible transaction types and document types

Here you will learn the common processes on the Accounto platform.

Accounting procedure Accounto

Check bookings

Reconciliation

Create recurring invoices with booking rules so that they are automatically posted.

Booking rules

Improved view with many personalized filter options.

Account statements / Journal

This guide will help you to perform the year-end closing operations with Accounto.

Annual closing operations

Here we show you how to view your balance sheet and income statement on the Accounto platform.

Balance Sheet / Income Statement

If your debtors pay invoices in several instalments, the transactions must be posted manually.

How do I reconcile partial payments from debtors?

Here you will learn how to create a new employee, what the individual access rights mean and how to enter the salary.

Edit or add employees

Here we show you how to invite new users on the Accounto platform.

Invite user on Accounto - SME view

Here we show you how to create payroll runs and pay wages/salaries to your employees.

Create payroll runs

Templates for importing transactions, bookings, articles, and addresses can be found in the attachment.
Please use the appropriate CSV file depending on your use case.

How do I import a CSV file?

Store your company logo so that it is printed on customer invoices.

Store company logo

You will learn here how to deposit your bank account and / or credit card in the system.

Add bank account and credit card

Here you will learn how to add new accounts or edit existing accounts you have added yourself.

Enter or edit accounting charts

Accounto for your pocket - simply scan and upload documents

Accounto Mobile App

Find answers and get help from Intercom Support and Community Experts

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