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Getting Started with Accounting

L
Written by Lassi kähkönen
Updated over a week ago

Activating the Feature and Processing Bank Statements


Accessing the Accounting Function

You can activate the Accounting function from the main menu on the left-hand side, where you’ll also find Sales, Purchases, and other sections.


Importing Bank Statements

Before you can start using the accounting function, you must import bank statements into Eemel.

To import statements manually:

  1. Go to Purchases → Additional Functions → Bank Statements

  2. Select Upload bank statement file (.txt) and upload the file into the system


Creating the First Fiscal Year

  1. Go to Accounting → Fiscal Years

  2. Select New Fiscal Year and create the period


Reviewing the Chart of Accounts and Control Data

  • Go through your chart of accounts

  • Set the necessary control data for the fiscal year

  • Create any missing accounting entries based on existing invoices


Checking the Accounting Task List

If any journal entries are missing from the accounting, they will appear in the Accounting task list.

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