Books
Guides for every country. The steps are the same in every country Deline serves.
- Record a month-end accrualIn Books → Month-end accruals, press New accrual, enter a reference, the month, the amount, the expense account and why, then press Post accrual…Every country · Everyday
- Add an account to your chart of accountsIn Books → Chart of accounts, press New account, enter a code that is not used yet, a name and the type, and press Add account.Every country · Everyday
- How does Deline handle exchange rates in my books?Your books keep every amount in one currency, the currency you set them up in. Exchange rates only matter for amounts in another currency: Deline…Every country · Specific case
- Add a fixed asset and depreciate itIn Books → Fixed assets, press Add an asset, enter what it is, its cost and its useful life in months, check the first month and the accounts, and…Every country · Everyday
- How do I mark a tax period as filed?In Periods, open the month, lock it, and press Mark filed next to the tax under Filing and corrections. Mark filed only records in your books that…Every country · Specific case
- What is Receipts & payments for?It records in your books money that has already come in or gone out, and matches it to the unpaid documents your books keep themselves, above all…Every country · Specific case
- Reopen a locked monthIn Books → Periods, choose the locked month, write why under Reopen this period and press Reopen period. The month opens for entries again, and…Every country · Everyday
- How do I reverse a posted journal?Open the posted journal in Accounting → Journals. Under Reverse this journal, choose the Reversal date, write the Reason for reversal and press…Every country · Specific case
- How do I write off an invoice a customer will never pay?In Accounting → Write-offs, find the invoice under Open customer invoices, enter the amount, the date, the account and the reason, and press…Every country · Specific case
- Are my documents kept as safely as my entries?Yes. Files you attach to bills and to your opening balances are checked for viruses when you add them and then stay with the record. The documents…Every country · Specific case
- Why does Deline say the accounting period is locked?The date of your entry falls in a month that was checked and locked, so nothing can be posted into it. Your entry is not lost: it stays where you…Every country · Specific case