Day to Day

Recurring Transactions

Estimates

To use Estimates you must have the Invoices module activated within your book. For help on modifying the book and activating the Invoices module, go to IPA Books+ Customer Portal help.. Estimates is part…

Invoices - IPA Books+

To use the Invoicing module you need to activate this module within your book. For help on modifying the book and activating the Invoices module, go to IPA Books+ Customer Portal help... On this page. Cr…

Customer Adjustment Notes

Customer Adjustment Notes or Credit notes are transaction issue to your clients for various situations. You may need to create a customer adjustment note to correct a mistake on the invoice amount or…

Receive Money

Receive money allows you to record money coming into to your bank account. This is also known as Receipt. Receipts are the amount of cash a business received. Receipts are cash sales, as well as mone…

Bills

A Bill is a supplier created invoice for money you owe at some point in the future. A supplier is anyone you pay for goods and services except for employees. Some examples of suppliers are electricit…

Supplier Adjustment Notes

A Supplier Adjustment Note (aka Credit Note ) is a supplier generated credit on your account. Supplier adjustment notes can be applied to outstanding Bills with that supplier, or a request can be mad…

Make Payments

A supplier is anyone you pay for goods and services except for employees. Some examples of suppliers are electricity companies, the land lord, telephone company, tax agencies and other businesses tha…

Chart of Accounts

The chart of accounts is a listing of all accounts used in the general ledger of an organisation. The chart is used by IPA Books+ to aggregate information into an entity's financial statements. The c…

Projects

Using the Projects module, a business can manage revenue and costs, review progress and forecast final results at a project level. A project can have criteria based on a start date and end date. Item…

Items

An Item is a product or a service that the business buys, sells or resells in the course of business. Examples of items could be: products the business buys and then sells,. delivery costs,. discount…

Timesheets

Timesheets allow you to keep track of what your employees have been up to, and to then bill clients for that work. To access Timesheets you need to activate the Time module within your book. For help…

Expense Claims

Expenses claims allow your employees to claim business expenses back from the business. To access Expense claims you need to activate the Employee Expenses module within your book. Manage Employee Ex…

Journals

A Journal (aka general ledger journal) allows direct posting to the books ledger to enter prior period information, adjust account balances, or to correct mistakes. This function is generally used by…

Customer Statements - IPA Books+

To access customer statements you need to activate the Invoices module within your book. For help on modifying the book and activating the Invoices module, go to IPA Books+ Customer Portal help. Creating…

Contacts

On this page. All contacts Customers Suppliers Employee Superfund -------------------------------------------------------------------------------------------------------------------------------------…

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