Can I import ledgers and vouchers from an Excel or CSV file into Aicountly Smart Books?
I am moving from a spreadsheet and do not want to key everything again.
SaaS / Product Help
Aicountly product usage, features, and best practices.
How do I get back a document I moved to Trash in Aicountly Drive?
I deleted a file from Aicountly Drive by mistake. Can I recover it, and for how long?
How do I record a business expense and claim GST credit on it in Aicountly Billing?
I paid a vendor for an office expense and want it in my books with the GST credit.
How do I raise a debit note to a supplier in Aicountly Billing?
I returned some goods, or the supplier charged the wrong price. How do I record this in Billing?
How do I remind a customer about overdue bills in Aicountly Billing?
How do I remind a customer about overdue bills in Aicountly Billing?
How do I move stock from one warehouse to another in Aicountly Inventory?
How do I move stock from one warehouse to another in Aicountly Inventory?
How do recurring bills work in Aicountly Billing, and are they raised automatically?
I bill some customers the same amount every month and want to know if Billing creates those invoices on its own.
What is the difference between Simple, Against invoice and Advance on the Money received screen in Aicountly Billing?
What is the difference between Simple, Against invoice and Advance on the Money received screen in Aicountly Billing?
How do I send a customer an online payment link for an invoice in Aicountly Billing?
I want my customer to pay a posted sales invoice online instead of by cheque or transfer.
What is a smart folder in Aicountly Notes and how is it different from a notebook?
What is a smart folder in Aicountly Notes and how is it different from a notebook?
How do I get back a note I deleted in Aicountly Notes?
How do I get back a note I deleted in Aicountly Notes?
How do I handle bank entries that do not match my books during reconciliation?
I am reconciling a bank ledger in Aicountly Smart Books and some statement lines have no matching entry in my books.
How do I reconcile a bank account in Aicountly Smart Books?
How do I reconcile a bank account in Aicountly Smart Books?
How do I correct a wrong rate or give a later discount with a credit note in Aicountly Billing?
How do I correct a wrong rate or give a later discount with a credit note in Aicountly Billing?
How do I raise a credit note in Aicountly Billing when a customer returns goods?
A customer has sent back items from an invoice and I want to record it.
How do I remove damaged or expired stock in Aicountly Inventory?
How do I remove damaged or expired stock in Aicountly Inventory?
What do I need to set up in Aicountly Inventory before I can enter stock?
I have just started using Aicountly Inventory and want to know the first steps.