Settings

In this article, we will go through the different settings for accounting.

1. First, you need to go into settings, which you can find at the top right corner.
   
   
   
2. Inside settings, you need to select accounting.
   
   
   
3. Here, you have the option to choose accounting practices, which means how we handle your attachments.
   Default: Invoices and credit notes are treated as creditor invoices/creditnotes. Receipts and all other document types are treated as finance vouchers, where you need to set the balance account.
   
   Everything as creditor invoice: All documents in the system are treated as creditor invoices, regardless of the original document type.
   
   Everything as finance voucher: All documents in the system are treated as finance vouchers, regardless of the original document type.
   
   

Expense handling

If you choose standard for accounting practices, you have the option to choose between financial vouchers and creditor expenses. This only applies to personal expenses through the mobile app, so if you send receipts through email or drag and drop, they will follow "standard" as described in point 3.

Finance vouchers: When choosing "As finance vouchers" for expenses, you have the option at the user level to choose an account that the expenses will be posted to.

Creditor expenses: When choosing "creditor expenses," you need to create creditors for your users under "vendor." You can find it under integration on the left-hand side. Once you have done this, your users will automatically be paid when they submit personal expenses through the mobile app.