Accounting

Invoicing, billing and financial management — quotes, bills and payments, with multi-currency and regional tax built in.

Accounting is the money core of your Sois workspace: where you raise invoices and quotes, capture costs, record payments and watch the numbers. Anyone who bills customers, pays suppliers or tracks profit reaches for it.

What you can do

• Raise sales invoices, bills, credit notes and quotes — in any currency, with the right regional tax applied.
• Send quotes, accept or decline them, and convert a won quote straight into an invoice.
• Capture loose charges and costs, then claim them onto the right invoice or quote when you bill.
• Record payments, track what's outstanding and see overdue balances at a glance.
• Match supplier bills to your cost lines so estimated costs become actuals and profit recalculates.
• Process an uploaded supplier bill into a draft, then review and post it.
• Read reports — receivables and payables ageing, profit & loss, sales summary, tax summary, cash flow and quote conversion.

How to use it

An administrator switches Accounting on from Settings → Apps. Once enabled, it appears in your navigation under Invoices, Quotes and Financials.

Raise an invoice or quote against a customer, add line items, and approve it when ready. Send it by email, then record payments as they arrive — the status moves from draft through awaiting payment to paid on its own. On the buy side, capture or import supplier bills, match their lines to your costs, and post them for payment.

Working with your agent

Describe the financial outcome you want and your agent drafts, sends and reconciles for you — leaving approvals and payments in your hands.

You:    "Show me every overdue invoice and draft a chase email for the worst three"
Agent:  Lists the overdue invoices by amount and prepares chase emails for the three biggest.

How it fits

Accounting bills the people in Contacts and posts charges captured elsewhere in your workspace. Your agent reads summaries and raises documents on request. Connect a Xero, QuickBooks or Sage account in Cloud Accounting settings to keep your books in sync automatically.

Tip. Run an accounting summary at the start of each week — it surfaces overdue receivables and the quotes worth chasing before they expire.