Accounting
Handle financial records, invoicing, payments and reconciling.
23 articles
Commission Report GuideThis is a guide to the Commission report in Appliance.io
How to Use the Sales Tax Report: Accrual and Cash BasisHow to use the Sales Tax Report, including switching between Delivered Sales (Accrual) and Written Sales (Cash) views.
For Accountants:
This section is designed for accounting professionals who need a deeper understanding of how Appliance.io handles financial transactions, revenue recognition, and reporting. Here, you’ll find detailed explanations of accounting logic and financial reports to help you maintain accurate books.
Quick Books & AIO
Accounting Concepts and Key FunctionsThis section covers foundational accounting concepts and how they are applied in Appliance.io, including accrual vs. cash basis accounting and key functions like accounts receivable and deferred revenue.5 articles
Accounting ReportsThis section provides detailed guides for accountants on how to navigate and understand key financial reports in Appliance.io. Learn how to use reports like the income statement, balance sheet, and deferred revenue report to keep your financial records accurate.5 articles
For Business Users
This section provides practical guides for anyone within the business who needs to understand their financial reports and manage finances in Appliance.io. Whether you're an owner, manager, or team member, these articles focus on actionable insights and simple steps to help you make informed financial decisions.
Financial InsightsSimplified articles to help all business users quickly understand their financial performance. Learn how to read key reports like the income statement and balance sheet, and how concepts like deferred revenue and sales tax impact your business.5 articles
Quick Guides to Accounting ReportsThese quick guides are designed to help any business user easily navigate their financial reports in Appliance.io. Whether it’s tracking customer deposits, deferred revenue, or sales tax, these guides offer step-by-step instructions to get the most out of your reports.4 articles