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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Importing and Managing Tax Information
Managing multiple tax rates can be challenging, but 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 designed …
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Bulk Importing and Organizing Items
Managing inventory can be time-consuming, but 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 Items …
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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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Adding and Managing Accounts
An Account in 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 an …
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Recording and Tracking Payments
Accurate payment records are essential for managing your business’s financial health. 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 Ever Accounting: Navigate to the Payments Section …
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Adding and Managing Expenses
Expenses are crucial in tracking business costs and maintaining accurate financial records. 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 expenses …
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Setting Up Vendor Profiles
Vendors are suppliers of goods or services that your business relies on. 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 Ever Accounting: Navigate to the Vendors Section Click the Add New …
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Creating Customer Records
Customers are the foundation of any business, representing the individuals or organizations purchasing your products or services. Efficient customer management in 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 Customers Follow these steps to add expenses in Ever Accounting: Navigate …
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Adding Products and Services
Items in 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 Items Follow these steps to add …
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Generating and Customizing Invoices
Invoices are vital for maintaining accurate sales records, tracking product or service quantities, and ensuring legal compliance. 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 Ever Accounting: Navigate to the Invoices Section Click …
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Creating and Managing 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. 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 in …
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Customizing Invoice Templates
The default generated invoice using 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, you …
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Why is it important to bring up precision for currencies?
Suppose you want to convert a particular amount from JPY (Japanese Currency) to USD (US Currency). The precision for both currencies is set to 2. The amount you want to convert from JPY to USD is 223.45. The USD amount will be 1.47396. Since the precision is set to 2, the USD amount will be …
Continue reading “Why is it important to bring up precision for currencies?”
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Installing Ever Accounting
WordPress gives you multiple ways to install plugins. We will show you the most common ways to install Ever accounting. Install via Plugin Search The easiest way to install 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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What is the currency rate?
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 USD, Euro, and CAD, respectively. Now, if you set USD as the base currency, the other two currencies should be converted to USD. For example, …
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What is the base currency?
The base currency is your company’s currency. In the Ever Accounting plugin, you may use multiple accounts with different currencies. These accounts’ incomes, expenses, and profits are converted to the pre-selected base currency.
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What is the default account?
The Default Account is recognized as the main account or the company account with the base currency. You can also have multiple accounts, with each account using different currencies for transactions.
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How to start with Ever Accounting?
To get started with Ever Accounting, follow the quick setup wizard to enter your company details after installation. If you wish to change the company settings later, you can do so from the Settings tab. In the Currency settings, you can set your base currency and configure exchange rates for other currencies. Keep in mind …