General
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How to start with WP Ever Accounting?
Answer: To start with WP Ever Accounting, after installing; set your company details from the quick setup wizard. If you want to change the company setting, you can change it from the setting tab. From the default setting, you can set your default account and default currency. Keep in mind that, before setting up a …
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Sales Report
The Sales Report feature in WP Ever Accounting offers a comprehensive overview of your business’s sales performance. With this tool, you can analyze total sales, identify trends, and review detailed monthly breakdowns to make data-driven decisions for your business. How to Access the Sales Report Follow these steps to access the Sales Report in WP …
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Expense Report
The Expense Report feature in WP Ever Accounting provides a detailed overview of your business expenses. It allows you to analyze expense trends, understand average expenditures, and view categorized expense details. Here’s a step-by-step guide to using the Expense Report. How to Access the Expense Report Expense Report Features Chart Visualization Key Metrics Payments by …
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Profits Report
The Profits Report in WP Ever Accounting provides a clear overview of your business’s financial performance by analyzing revenues, expenses, and net profits. It offers graphical and tabular insights to help you track and optimize profitability. How to Access the Profits Report Profits Report Features Graphical Chart Key Metrics Profits by Months Table Select Year …
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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 Overview
The Dashboard in WP Ever Accounting serves as the central hub for monitoring your financial data and gaining insights into your business’s financial health. This interactive page provides an at-a-glance summary of key metrics, recent activities, and top-performing entities. Below is a detailed breakdown of each section of the dashboard. Overview Section The Overview section …
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Add Transfers
WP Ever Accounting makes it easy to transfer funds between accounts, even if those accounts operate in different currencies. The plugin automatically manages currency conversion, ensuring the transfer amount is accurately adjusted based on the current exchange rate. It also maintains a detailed log of all transfers, providing clear records for sender and receiver accounts. …
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Import Data Effectively
WP Ever Accounting simplifies importing various accounting entities in CSV format, such as customers, vendors, accounts, etc. This feature helps you efficiently transfer data from external sources into the system, saving time and reducing the chances of manual entry errors. How to Import Data Navigate to Tools > Import in the WP Ever Accounting to …
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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 Feature? 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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How to Import Expenses in WP Ever Accounting
With WP Ever Accounting’s Import Expenses feature, managing expense data is easier than ever. This tool, designed specifically for importing expenses in WP Ever Accounting, allows you to upload expense details in bulk using a CSV file, saving time and ensuring accuracy. Follow this step-by-step guide to get started. What is the Import Expenses Feature? …
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How to Import Payments in WP Ever Accounting
Managing payment data is now effortless with WP Ever Accounting’s Import Payments feature. This tool allows you to upload payment details in bulk using a CSV file, saving time and ensuring accuracy. Here’s a step-by-step guide to help you get started. What is the Import Payments Feature? The Import Payments feature enables businesses to process …
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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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How to Import Accounts in WP Ever Accounting
With WP Ever Accounting‘s Import Accounts feature, managing your financial accounts is easier than ever. This tool allows you to upload account details in bulk using a simple CSV file, saving time and ensuring accuracy. What is the Import Accounts Feature? The Import Accounts feature simplifies financial management by letting you add multiple accounts at …
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How to Import Categories in WP Ever Accounting
Organizing your financial data is essential for accurate reporting and smooth functionality. WP Ever Accounting simplifies this process with its Import Categories feature, allowing you to upload category data in bulk. This guide walks you through the steps to use this feature effectively. What is the Import Categories Feature? The Import Categories tool lets you …
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Export Data
WP Ever Accounting provides robust data export functionality, enabling users to efficiently extract and manage critical accounting data. This guide elaborates on exportable entities, the format of the exported data, use cases, and the steps for a successful export process. General Steps to Export Data Exporting data is an intuitive process in WP Ever Accounting. …
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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 …