Finance¶
- Accounting and Invoicing
- Double-entry bookkeeping
- Accrual and cash basis
- Multi-company
- Multi-currency environment
- International standards
- Accounts receivable and payable
- Reporting
- Bank synchronization
- Inventory valuation
- Retained earnings
- Fiduciaries
- Get started
- Taxes
- Default taxes
- Activate Sales Taxes from the List view
- Configuration
- Basic Options
- Definition tab
- Advanced Options tab
- Label on Invoices
- Tax Group
- Include in Analytic Cost
- Included in Price
- Affect Base of Subsequent Taxes
- Customer invoices
- From Customer Invoice to Payments Collection
- From Draft Invoice to Profit and Loss
- Invoice creation
- Draft invoices
- Open or Pro-forma invoices
- Send the invoice to customer
- Payment
- Receive a partial payment through the bank statement
- Reconcile
- Payment Followup
- Profit and loss
- Balance sheet
- From Customer Invoice to Payments Collection
- Vendor bills
- From Vendor Bill to Payment
- Reporting
- Aged payable balance
- Invoice digitization with optical character recognition (OCR)
- Non-current assets and fixed assets
- Deferred expenses and prepayments
- Aged payable balance
- Payments
- Registering payment from an invoice or bill
- Registering payments not tied to an invoice or bill
- Reconciling payments with bank statements
- Bank and cash accounts
- Manage your bank and cash accounts
- Configuration
- Outstanding accounts
- Default accounts configuration
- Bank and cash journals configuration
- Bank synchronization
- Configuration
- Issues
- Migration process for users having installed CoquiAPPs before December 2020
- FAQ
- The synchronization is not working in real-time. Is that normal?
- Is the Online Bank Synchronization feature included in my contract?
- Some banks have a status “Beta.” What does this mean?
- Why do my transactions only synchronize when I refresh manually?
- Not all of my past transactions are in CoquiAPPs, why?
- Why don’t I see any transactions?
- How can I update my bank credentials?
- Bank statements
- Bank reconciliation
- Cash reconciliation
- Reconciliation models
- Manage a bank account in a foreign currency
- Cash register
- Bank synchronization
- Reporting
- Main reports available
- Balance Sheet
- Profit and Loss
- Executive Summary
- General Ledger
- Aged Payable
- Aged Receivable
- Cash Flow Statement
- Tax Report
- Bank Reconciliation
- Tax return (VAT declaration)
- Analytic accounting
- Financial budget
- Intrastat
- Data inalterability check report
- Silverfin integration
- Custom reports
- Year-end closing
- Main reports available
- Expenses
- Documents
- Sign
- Payment acquirers (credit cards, online payments)
- Fiscal localizations
- Fiscal localization packages
- List of supported countries
- Argentina
- Australia
- Belgium
- Chile
- Colombia
- Colombia (ES)
- Egypt
- France
- Germany
- German Chart of Accounts
- German Accounting Reports
- Export from CoquiAPPs to Datev
- Point of Sale in Germany: Technical Security System
- German Tax Accounting Standards: CoquiAPPs’s guide to GoBD Compliance
- What do you need to know about GoBD when relying on accounting software?
- What about data security?
- Responsibility of the software editor
- How can CoquiAPPs help you achieve Compliance?
- Do you need a GoBD-Export?
- What is the role and meaning of the compliance certification?
- What happens if you are not compliant?
- India
- Indonesia
- Italy
- Kenya
- Luxembourg
- Mexico
- Webinars
- Introduction
- Pre requirements
- Modules
- Configuration
- Workflows
- Electronic invoicing
- Invoicing Special Cases
- Foreign Trade Invoice
- What do we mean when we talk about foreign trade?
- What is the Foreign Trade complement?
- What information can be incorporated in this new complement?
- Who is obliged to generate it?
- To which exports does the A1 type apply?
- Is Foreign Trade the same as Pedimentos?
- Required Modules
- Company
- Receiving Client
- Products
- Invoicing Flow
- What is the certificate of origin and when is it used?
- Assign Pedimentos
- Payment Terms
- Foreign Trade Invoice
- Payments
- Cancellation of invoices
- Electronic Accounting
- Trial Balance
- Closing Fiscal Period in CoquiAPPs
- Extra Recommended features
- Common problems and errors
- Glossary
- Netherlands
- Peru
- Spain
- Switzerland
- United Arab Emirates
- United Kingdom