V16 Training · Course 5 of 6

Accounting

Sales invoices, customer and supplier payments, journal entries, correcting mistakes the right way, and reading the financial reports.

For Accounts6 lessonsAbout 15 minutes

Start lesson 1

Lessons

  1. 01

    Raise a sales invoice

    This lesson shows you how to raise a sales invoice from what actually shipped, check it, and submit it so it posts correctly.

    2:39 film · written guide · quick check

  2. 02

    Record a customer payment

    This lesson shows you how to record money a customer has paid so that it clears exactly the invoices it was meant for.

    2:11 film · written guide · quick check

  3. 03

    Supplier invoices and payments

    This lesson shows you how to enter a supplier's bill against what the warehouse actually received, check it against the order, and pay it.

    2:33 film · written guide · quick check

  4. 04

    Post a journal entry

    This lesson shows you how to post a journal entry for a cost that has no invoice, such as rent or payroll, and how to check that it balances and lands in the right month.

    2:19 film · written guide · quick check

  5. 05

    Correct mistakes the right way

    This lesson shows you how to find payments that are not tied to an invoice, correct a wrong invoice with cancel and amend, and decide when a credit note is the right tool instead.

    2:21 film · written guide · quick check

  6. 06

    Read the financial reports

    This lesson shows you how to read the core financial reports in the order an accountant checks them, and how to tell a healthy set of books from a broken one.

    2:33 film · written guide · quick check

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