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glossary

Topics

Accounting Tasks

Budgets, journals, chart of accounts, recoding, conversion balances, assurance dashboard, multicurrency

Bank Accounts & Feeds

Getting bank data into Clickentry, bank feeds, bank accounts in Clickentry, recording payments and transactions

Bills, Purchase Orders & Expenses

Creating and managing bills, purchase orders, expense claims, managing your payments, purchase reports

Connected Apps & Services

Connected apps and payment services for Clickentry, Practice Manager and Clickentry HQ

Fixed Assets

Setting up and managing fixed assets, tax depreciation and pooling, fixed asset reports

Giving People Access to Clickentry

Managing roles and permissions for users in your Clickentry organisation

Importing & Exporting Data

Converting to Clickentry from another product, importing or exporting from Clickentry or Practice Manager, files

Inventory

Setting up inventory, updating and converting inventory items, inventory reports

Invoices & Quotes

Invoicing and quoting for work, customising invoices, managing payments, reporting on sales

Manage Documents with Hubdoc

Managing documents, connecting with suppliers, integrating with Clickentry and other products

Reconciling Transactions

Reconciling transactions and payments between Clickentry and your bank account, cash coding, bank rules

Support, Security & Updates

Support, security, privacy, system requirements, demo organisations, shortcuts, Clickentry product updates

Tax & Filing

Preparing & filing tax returns, tax reports, managing tax in Practice Manager, Clickentry Tax, Workpapers

Your Clickentry Account

Managing your Clickentry subscription, billing, user profiles and organisations