General
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Purchases Settings
The Purchases Settings in WP Ever Accounting allow you to configure how expenses and bills are managed in your accounting system. These settings are divided into two sections: Options and Bills. How to Access Expense Settings Configuring the Options The Options allow you to customize how expense numbers are generated automatically. Configuring the Bills The …
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Sales Settings
The Sales Settings in WP Ever Accounting allow you to customize how payments and invoices are managed in your accounting system. These settings are divided into two sections: Options and Invoices. Follow the steps below to configure each tab effectively. How to Access Sales Settings Configuring the Options The Options help you customize how payment …
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How to Import Taxes in WP Ever Accounting
Managing multiple tax rates can be challenging, but WP Ever Accounting’s Import Taxes feature simplifies the process. This tool allows you to bulk upload tax details, including names, rates, and whether they are compound taxes. Follow this guide to import your tax details seamlessly. What is the Import Taxes Feature? The Import Taxes feature is …
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How to Import Items in WP Ever Accounting
Managing inventory can be time-consuming, but WP Ever Accounting simplifies the process with its Import Items feature. This tool allows you to upload item data in bulk using a CSV file, saving time and ensuring accuracy. Here’s how to use this feature to streamline your inventory management. What is the Import Items Feature? The Import …
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Tax Settings
Setting up taxes correctly is crucial for ensuring compliance with local and international tax laws. This section will guide you through the process of configuring your tax settings in WP Ever Accounting, including enabling taxes and choosing how tax totals are displayed. How to Set Tax Options To configure your tax settings, go to Settings …
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Add Accounts
An Account in WP Ever Accounting is designed to track and record all financial transactions related to your business. By creating accounts, the system monitors money flowing in and out, ensuring an accurate record of every transaction, whether it increases or decreases your company’s funds. Adding a New Account Navigate to the Accounts Section Add …
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Add Payments
Accurate payment records are essential for managing your business’s financial health. WP Ever Accounting makes adding and tracking payments simple, ensuring your accounts remain up-to-date. This guide walks you through the step-by-step process of adding payments. Step-by-Step Guide to Adding Payments Follow these steps to add a payment in WP Ever Accounting: Navigate to the …
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Add Expenses
Expenses are crucial in tracking business costs and maintaining accurate financial records. WP Ever Accounting simplifies expense management by allowing you to record costs, track liabilities, and gain a clear view of your business spending. This guide will help you add and manage expenses effectively. Step-by-Step Guide to Adding Expenses Follow these steps to add …
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Add Vendors
Vendors are suppliers of goods or services that your business relies on. WP Ever Accounting provides a streamlined way to manage and track vendors by creating detailed profiles for efficient record-keeping and reporting. Step-by-Step Guide to Adding Vendors Follow these steps to add vendors in WP Ever Accounting: Navigate to the Vendors Section Click the …
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Add Customers
Customers are the foundation of any business, representing the individuals or organizations purchasing your products or services. Efficient customer management in WP Ever Accounting simplifies tracking transactions, generating invoices, and creating detailed reports. Here’s how to add and manage customers effectively. Step-by-Step Guide to Adding Expenses Follow these steps to add expenses in WP Ever …
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Add Items
Items in WP Ever Accounting represent the products or services you sell or purchase. You can streamline transaction management by categorizing items with details such as sale prices, purchase costs, and applicable taxes. These items can be seamlessly included in invoices and bills for efficient accounting. Step-by-Step Guide to Adding Expenses Follow these steps to …
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Add Invoices
Invoices are vital for maintaining accurate sales records, tracking product or service quantities, and ensuring legal compliance. WP Ever Accounting streamlines the invoicing process, making tracking, managing, and customizing invoices to suit your business needs easy. Step-by-Step Guide to Adding Invoices Follow these steps to add expenses in WP Ever Accounting: Navigate to the Invoices …
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Add Bills
Bills are essential for maintaining records of expenses and helping track purchased goods, purchase dates, and total expenditures. Taxes, discounts, and other adjustments can also be included in bills. WP Ever Accounting simplifies expense tracking by enabling the efficient creation and management of bills. Step-by-Step Guide to Adding Bills Follow these steps to add bills …
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How to Customize Invoice Template
The default generated invoice using WP Ever Accounting- Now, if you have an intention to make some changes in your invoice template, you can do it simply by going through this article. Suppose, you want to move the customer info section to the left and move the company info to the right. To do that, …
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Why is it important to bring up precision for currencies?
Suppose you want to convert a particular amount from BDT (Bangladeshi Currency) to USD (US Currency). The precision for both currencies is set to 2. The amount you want to convert from BDT to USD is 123.65. The USD amount will be 1.4588845175418 US Dollars. Since the precision is set to 2, the USD amount …
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Install WP Ever Accounting
WordPress gives you multiple ways to install plugins. We will show you the most common ways to install WP Ever accounting. Install via Plugin Search The easiest way to install WP Ever Accounting is through the WordPress Dashboard. Follow these steps: Activate the Plugin Install by Uploading a ZIP File Activate the Plugin
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Why do we need to set default currency to 1?
Answer: Default currency in WP Ever Accounting acts as a standard to all other currencies. All currencies are converted in terms of default currency. Since all other currencies are dependant on default currency, you need to set default currency to 1. From the previous example, you have seen that the default USD currency rate is …
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What is the currency rate?
Answer: The currency rate is the value of a currency in terms of another currency. Suppose, you have three accounts A, B, and C for your company, and each account has currencies USD, Euro, CAD respectively. Now, if you set USD as a default currency, the other two currencies should be converted in terms of …
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What is the default currency?
Answer: Default currency is the currency of your company. You might use multiple accounts and currencies that may vary from each other in WP Ever Accounting plugin. The incomes, expenses, and profits from different accounts with different currencies are ultimately converted to the pre-selected default currencies. Add Currencies Import Currencies
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What is the default account?
Answer: Default Account can be recognized as the main account or the company account. You can also have multiple accounts and each account can have different currencies for the transaction.