General
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Quick Setup Wizard
After installing and activating WP Ever accounting, you will be guided to a quick setup wizard. Click “Let’s Go” to configure the basic settings for your business effortlessly. Company Quick Setup Wizard In the next step, you’ll be directed to the Company Setup page. Here, you can enter your company details, including both required and …
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Dashboard
The WP Ever Accounting plugin offers a range of features designed to simplify and streamline the management of your day-to-day business activities. This comprehensive tool provides an intuitive solution for overseeing your business operations. One key aspect to note before diving into its features is that WP EverAccounting operates on an accrual basis, ensuring precise …
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Add Transfers
WP Ever Accounting allows you to transfer funds between different accounts, even if the accounts are in different currencies. The plugin automatically handles currency conversion, ensuring that the transfer amount is accurately adjusted according to the exchange rates. Additionally, WP Ever Accounting keeps detailed records of all transfers, providing a clear and comprehensive log for …
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Import Data Effectively
WP Ever Accounting allows you to easily import accounting entities such as customers, vendors, accounts, and more in CSV format. To import these components, navigate to the Tools > Import menu, where you will find the available import options. Import Data – Components The following components can be imported from the Tools menu: Customers Vendors Categories Taxes …
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How to Import Customers in WP Ever Accounting
Are you looking for a faster way to add customer data into WP Ever Accounting? The Import Customers in WP Ever Accounting feature lets you upload multiple customers at once using a simple CSV file. This guide will walk you through the process, ensuring a seamless import experience. What is the Import Customers in WP …
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How to Import Vendors in WP Ever Accounting
Managing vendor data can be time-consuming, but WP Ever Accounting makes it effortless with its Import Vendors feature. This tool allows you to bulk upload vendor information using a simple CSV file. Here’s how to use this feature to simplify your workflow. What is the Import Vendors Feature? WP Ever Accounting’s Import Vendors feature is …
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Import Expenses
To import expenses in WP Ever Accounting, navigate to the Tools menu, where you will find both the import and export options. Click on the Import tab to access the expense import feature. A sample CSV file is available to help you understand the required fields for importing expenses. To download it, simply click on …
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Import Payments
To process payments in WP Ever Accounting, navigate to the Tools menu, where you will find options for both Import and Export. Select the Import tab, and below it, you will see a section for importing payments. A sample CSV file is provided to help you understand the required fields for importing payments. To download …
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General Settings
The General Settings page in WP Ever Accounting allows you to configure your company’s essential details, ensuring that your business information is accurately reflected across all financial transactions. The company name entered here will serve as the legal entity for managing your business accounts. Business Information Fields Under Business Information Settings in the General Settings section, …
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What if I want to change default currency?
Answer: To change default currency from existing currencies means you need to set the new default currency rate to 1. According to the new currency rate of the default currency, the rest of the currencies will change accordingly. For example, if the CAD currency rate is set to 1, the other two currencies USD and …
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Import Accounts
From the WP Ever Accounting dashboard, navigate to Accounting > Tools. Here, you will find options for both Import and Export. To import accounts, click on the Import tab. Scroll down to find the Improt Accounts field where you can upload your data. A sample CSV file is available for download to help you understand …
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Import Categories
Importing categories in WP Ever Accounting is essential to enhance the plugin’s functionality. To get started, navigate to the Tools menu under the Accounting section in the dashboard. Here, you’ll find both import and export options. Select the Import tab, where you’ll see a field to Import Categories. A sample CSV file is provided to help you understand …
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Export Data
WP Ever Accounting allows you to export data with ease. To export accounting entities, navigate to the Tools menu under Accounting. There, you will find options for both Import and Export. Exporting Entities The following components are available for export from the export page. To export an entity, simply click the Export button next to …
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Add Categories
Categories allow you to organize income and expenses into distinct groups, making it easier to track and analyze your financial transactions. By using categories, you can effectively classify and segment transactions based on their types. To add categories in WP ever Accounting, navigate to Settings and select the Categories tab. Click on Add New, which will redirect you to …
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Managing Currencies
How To Manage Currencies in WP Ever Accounting Currencies are the medium of exchange used to buy or sell goods and services. Managing currencies in WP Ever Accounting, allows you to add multiple currencies and utilize them across various accounts for smooth and accurate financial management. How to Add Currencies To add currencies in WP …