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Accounting and Financial Rules

Category Accounting Data by Group

This informational guide is targeted towards account administrators who are managing multi-entity instances. It introduces the function of duplicating categories into sub-categories based on groups and discusses how you can assign unique accounting data to each of these subsets to simplify management and maintenance. The guide provides a detailed step-by-step guide on activating this function, creating sub-categories, and explaining how they interact with different groups. Practical examples are provided for comprehension and application in a real-world context.

Updated

Activating an Accounting Period in Expensya

This article explains the concept of an Accounting Period or a fiscal year and outlines its importance in financial transactions recording, consolidation, reporting, and performance evaluation. It provides a step-by-step guide on defining the accounting period's end date in Expensya, thereby ensuring accurate, compliant accounting and decision-making based on comprehensive financial overviews.

Updated by Rim Ferchichi

Creating and Managing Credit Notes and Expense Cancellations on Expensya

This article provides a detailed guide on how to activate and utilize the "Credit Notes" function within Expensya. This feature enables you to record credit invoice or cancellation for expenses already validated. It is applicable to both expenses and mileage fees. The step-by-step guide demonstrates how to activate the function, create expense with a credit note, and create a credit note for a mileage fee. The feature is available for all Expensya offers and is conditional on activation from the "Administrator" tab of the corporate account.

Updated

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