Accounting books from your invoices
Published by Cruzeviz on . Updated .
Your invoices, payments and bills now post to proper books by themselves.
You do not retype each sale into a cash book. When you issue an invoice, record a payment or save a bill, the books take that entry. You can then read the same figures as accounts instead of only as a list of documents.
What you can open
Cash and bank shows the money accounts. A ledger is there for any account, and also for a customer or a vendor. Profit and loss, the balance sheet and the trial balance are on the same set of books.
Enter your opening balances once with a journal entry, so the year starts from the right figures. After that, day-to-day invoices and bills keep the books moving. This is the record inside Cruzeviz. It is not a filed return, and your accountant can still review it.
Questions
Do I have to post each invoice by hand?
No. Invoices, payments and bills post to the books by themselves.
Which reports are there?
Cash and bank, ledger, profit and loss, balance sheet and trial balance.
How do opening balances get in?
Enter them once with a journal entry.
This page describes a Cruzeviz feature. It is general information, not tax or legal advice. No customer record is included.
Related: Cruzeviz Billing · All invoicing guides