Getting started with Holded? Learn how to import your accounting entries here.
Through Accounting, you will learn how to collect, record, classify, and analyze your company's information. It will help you understand how to complete balance sheets, evaluate the financial situation, and find opportunities.
What will you find in Accounting?
Chart of Accounts (COA) Go to COA
A COA is an index of all the company's accounts. It allows you to record each economic transaction over a certain fiscal period and into different categories and subcategories. The mandatory fields for registering them include name, group, debit, credit, and balance.
To learn more about COA, visit here.
General Ledger (GL) Go to GL
A GL is an accounting instrument to record transactions in chronological order. You can use the GL to observe the information of each accounting entry —date, type of account, debit, and credit—, analyze multiple accounts, and make financial reports.
Discover what an accounting entry is, here.
Bank In/Out Go to Reports
It will allow you to examine payments and collections on a given date. And, if you register all your banks in Holded before, you will see these transactions according to the bank account you have used to make them.
You can find out how to use this report and take full advantage of it here.
Check how to link your bank to Holded, here.