Accounto AG

In this article you will learn how to enter two (or more) balance tax rate methods.

How do I enter two balance tax rate methods?

Learn in this article how the sales module is structured and what functions it offers.

What functions does the sales module offer?

Find out here which settings in Accounto correctly take into account and book non-halved BVG deductions.

What to do if BVG contributions are not paid in half?

Accounto recommends you to use your account with 2-factor authentication for higher security.

How do I enable 2-factor authentication?

Here we show you how to correctly book the share capital deposit including bank charges.

How do I book the share capital deposit correctly?

The receipt has been uploaded, but you can't find it for selection in the voting? You can learn about the possible reasons here.

Why does a receipt not appear in the reconciliation?

Here we show you how to create, view and delete a budget.

How do I create a budget?

As soon as a fiscal year is completely closed, you have the option to lock the bookings. You can find out how to do this here.

How do I close the fiscal year?

In this article you will learn how to unreconcile a document and a transaction.

How do I unreconcile a transaction?

An important part of the closing operations is to check the open items.

Why does the balance of the OP lists not correspond to the balance of the 2000/1100 accounts?

Here you will learn how the Accounto platform handles dunnings and how they are booked.

How are dunnings booked?

Here we show you how to create new wage types on the Accounto platform.

How do I create a new salary type?

In the journal and the account sheets you can edit some bookings, but not others. Here you can find out all the reasons and cases.

Why can't I edit a booking?

Here we show you what you can do if you have uploaded a voucher by mistake. The posting will be deleted as well.

How to delete receipts?

Communicate faster and more accurately using tasks. Move your communication with the client/trustee to Accounto.

How can I create and edit new tasks?

How do receipts need to be uploaded to avoid delays and errors in the process.

What should be considered when uploading the receipts?

Here we show you how to make one-time changes or corrections in an employee's individual payroll run.

How do I correct an individual payroll run of an employee?

Here we'll show you how to create an article template so that you don't have to enter the articles individually when creating an invoice.

How do I create article templates for invoicing?

If your customers pay the invoices in several installments, you can still reconcile them.

Reconcile partial payments from debitores

A semi-automated intermediate solution for simplified importing of bank transactions to Accounto.

Generate and process MT940 or camt.053 files.

Enter your payment order generated on Accounto in e-banking with a few clicks.

Upload payment file to e-banking

Did your company send you an invitation email to the Accounto platform and you don't know what to do next? Find out more here.

For new employees - accept invitation and register

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

Invite user on Accounto - Fiduciary view

The automatic booking of vouchers happens only after some conditions are fulfilled.

Why was a receipt not booked?

In the following article you will learn how to book payments from the above providers.