User manual¶
Welcome to the 2Click Accounting user manual.
Bank¶
- Create payments — gather entries into a batch, and create manual payments.
- Approve payments — approval step by step, mandates and amount limits.
- Payment statuses — what each status means, and what to do about an error.
- User setup — who may approve what, and how much.
Expenses¶
- My expenses — receipts, mileage and per diems.
- Expense approval — the process from created to posted.
Purchase invoices¶
- Received invoices — how invoices arrive, and how they are coded.
- Approve invoices — approval, bulk handling, and why a button is disabled.
- OCR template — teach the system where the information sits.
Cost accruals¶
- Accrual runs — book the period's received invoices into it, and reverse them automatically.
- Archive — the runs that have been posted.
Tasks¶
- My tasks — the tasks assigned to you, and the three task types.
- Checklists in progress — create a run and follow it.
- Checklist approval — approving and rejecting.
- Checklist templates — define the tasks once.
PMS Dashboard¶
- Daily journal — the hotel's transactions, mapping and posting.
- Changes for approval — approving new and changed mappings.
- Folios — guest folios on their way to a sales invoice, and what each status means.
- E-invoices — electronic delivery and troubleshooting.
Settings¶
- Users and access — users, roles and access per company.
- Company settings — the settings that change how the modules behave.
Coming later¶
The manual is written one area at a time. Sales invoices follow.