Tabel van Rekeninge

Die Tabel van Rekeninge skerm, beskikbaar vanaf die Verstellings tab, bied 'n georganiseerde oorsig van alle finansiële rekeninge wat deur jou besigheid gebruik word.

Hierdie skerm is in twee dele verdeel:

• Balansstaat afdeling (linkerkant)
• Inkomste staat afdeling (regterkant)

Balansstaat Rekeninge

Aan die linkerkant van die skerm, sal jy jou Balansstaat rekeninge en groepe (Bates, Laste, Eienaarsbelang) vind.

Nuwe Balansstaat Rekeninge Skep

Om 'n nuwe rekening te skep:

• Klik op Nuwe Rekening aan die linkerkant.

Vir gedetailleerde inligting, sien die Balansstaat Rekening — Wysig afdeling.

Groeperings in Balansstaat skep

As jy baie rekeninge het, oorweeg om hulle in subgroepe te organiseer (soos Huidige Bates, Nie-huidige Laste):

• Klik op Nuwe Groep aan die linkerkant om rekeninggroepe te skep.

Wins en Verlies Rekeninge

Aan die regterkant sal jy jou Inkomste staat rekeninge bestuur, wat verband hou met Inkomste en Uitgawes.

Skep Nuwe Wins- en Verliese Rekeninge

Om 'n nuwe Wins- en Verliese-rekening toe te voeg:

• Klik op die Nuwe Rekening knoppie aan die regterkant.

Skep van wins- en verliesrekening subgroepe

Om jou Inkomste en Uitgawes beter te organiseer, kan jy jou Wins en Verliese rekeninge in subgroepe categoriseer (soos Direkte Uitgawes, Bedryfsuitgawes, Ander Inkomste):

• Klik op die Nuwe Rekening knoppie aan die regterkant om te begin om rekenings in subgroepe te kategoriseer.

Pasgemaakte Wins- en Verlies Totale

Bestuurder stel jou in staat om pasgemaakte subtotale te skep (soos Bruto Wins, Netto Wins, Bedryf Wins):

• Klik op die Nuwe Totaal knoppie om subtotale toe te voeg, wat 'n duidelike, stap-vir-stap Wins & Verlies verklaring gee.

Herskik van Rekeninge & Groepe

U kan die volgorde van rekeninge, groepe en subtotale rangskik deur op die blou pyl te klik. Die ingeboude topvlak groepe (Bates, Laste, Eienaarsbelang) kan egter nie weergerangskik word nie. Die uitleg van hierdie topvlak rekeninge kan in plaas daarvan aangepas word wanneer werklike Balansstaat Verslae genereer word.

Outomatiese Ingeboude Rekeninge

Bestuurder voeg outomaties ingeboude rekeninge by op grond van geaktiveerde oortjies en kenmerke:

Account	Condition for Automatic Creation	Guide
Assets, Liabilities, Equity	Built-in (default)	-
Cash & cash equivalents	At least one bank or cash account created	Account — Cash & cash equivalents
Inter Account Transfers	At least one bank or cash account created	Account — Inter Account Transfers
Accounts receivable	At least one customer created	Account — Accounts receivable
Accounts payable	At least one supplier created	Account — Accounts payable
Billable time	At least one billable time entry created	Account — Billable time
Billable expenses	Billable Expenses feature enabled	Account — Billable expenses
Capital Accounts	At least one capital account created	Account — Capital Accounts
Employee clearing account	One employee added	Account — Employee clearing account
Expense claims	One expense claim payer added	Account — Expense claims
Fixed assets, at cost / Fixed assets, accumulated depreciation	One fixed asset created	Fixed assets, at cost, Accumulated depreciation
Intangible assets, at cost / Intangible assets, accumulated amortization	One intangible asset created	Intangible assets, at cost, Accumulated amortization
Inventory on hand	Inventory revaluation added	Account — Inventory on hand
Investments, at cost	Investment created under Investments tab	Account — Investments, at cost
Special Accounts	Special account created	Account — Special Accounts
Tax payable	One tax code configured	Account — Tax payable
Withholding tax	Withholding tax receipt created	Withholding tax
Withholding tax receivable/payable	Withholding tax enabled from Settings	Receivable, Payable
Retained earnings	Automatically added (default)	Account — Retained earnings

Daarbenewens mag sekere ingeboude rekeninge in die Inkomste staat verskyn wanneer spesifieke omstandighede nagekom word:

Account	Condition	Guide
Billable expenses - cost/invoiced	Billable Expenses enabled	Cost, Invoiced
Billable time - invoiced/movement	One billable time recorded	Invoiced, Movement
Investment gains (losses)	Investment market price set	Investment gains (losses)
Foreign exchange gains (losses)	Foreign currency enabled	Foreign exchange gains (losses)
Fixed assets - depreciation / loss on disposal	Depreciation or asset disposal recorded	Depreciation, Loss on disposal
Intangible assets - amortization / loss on disposal	Amortization or intangible disposal	Amortization, Loss on disposal
Inventory - sales/cost	Inventory items created	Sales, Cost
Late payment fees	Late payment fee charged	Late payment fees
Rounding expense	Rounding on sales invoice	Rounding expense

Hierdie gids bied die grondleggende begrip wat benodig word om jou Tabel van Rekeninge effektief te organiseer en te bestuur in Manager.