Workflow

Accounting class help index

All Britixo help articles related to class.

13 connected guidesLive filterPermission-aware instructions

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13 guides

Understand double-entry accounting in Britixo

Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping

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Complete the Accounting setup checklist

Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping

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Chart of Accounts overview

Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping

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Create and edit a Chart of Accounts account

Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping

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Import a Chart of Accounts

Import a Chart of AccountsUse the module's spreadsheet sample and validation flow to create multiple ledger accounts without duplicates or malformed classifications.Accounting & Bookkeeping

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Activate, deactivate or delete an account safely

Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping

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Configure account type details

Configure account type detailsMaintain the detailed classifications available beneath the module's main account types and control how accounts group in reports.Accounting & Bookkeeping

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Create and manage accounting classes

Create and manage accounting classesAdd optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.Accounting & Bookkeeping

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Use account registers

Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping

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Add or edit a manual register transaction

Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping

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Filter and export account registers

Filter and export account registersNarrow register activity by account and transaction attributes, then retain a controlled output for review or audit.Accounting & Bookkeeping

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Configure payroll and payslip mappings

Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping

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Create and edit a journal entry

Create and edit a journal entryRecord a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.Accounting & Bookkeeping

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