General
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Import Customers
WP Ever Accounting lets you import customers independently. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import. A sample file formatted in CSV is given so that you can download …
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Import Vendors
WP Ever Accounting gives you the option to import its components. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import vendors. A sample file formatted in CSV is given so …
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Import Revenues
To import revenue in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import revenues. A sample file formatted in CSV is given so that you can download the file and learn about …
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Import Payments
To process payments in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and just down below, you will find a field to import payments. A sample file formatted in CSV is given so that you can download the file and …
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Add Payments
Payment is the top prior line as it appears first on a company’s expense statement. It is the expense that is recorded in a book before it is being paid. How to Add Payments To add payments, simply click on the Add New button from the Expense menu in WP Ever Accounting which will take …
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Add Vendors
In general, vendors are the supplier of goods or services. Using WP Ever Accounting, you can keep track of vendors by simply making a list of them. Add Vendors To add vendors, simply click on the Add New button which will take you to a new page. From the page, you will see the available …
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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 …
Continue reading “What if I want to change default currency?”
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Import Accounts
From the dashboard in WP Ever Accounting, under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import accounts. A sample file formatted in CSV is given so that you can download the file and …
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Import Categories
Importing categories are equivalently important in WP Ever Accounting to give the plugin another footstep. From the dashboard under ‘Accounting‘, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and there you will find a field to import categories. A sample file formatted in …
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Export Data
WP Ever Accounting gives you an opportunity to export data. To export accounting entities, go to Tools menu from Accounting. There, you will find both the import and export options. Exporting Entities The following components you can export from the export page. Simply click on the export button for each entity and a CSV file …
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Add Categories
Categories give you a way to break down income and expenses from each other. With the help of categories, you are able to distinguish and segmentize transactions by their types. To add categories in WP ever Accounting, go to Settings and click on the Categories tab and simply click on ‘Add New’ which will take …
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Add Currencies
Currency is used as a medium of exchange to buy or sell services or goods. In WP Ever Accounting, we give you the option to add multiple currencies and these currencies can be used in multiple accounts. How to Add Currencies To add currencies, go to settings and click on Add new from the Currencies …
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General Settings
From the settings page, you can set the information about your company. As you want to operate a business using WP Ever Accounting, the company name will act as a legal entity to engage in your business account. Company Settings Fields From the Company Settings in General Settings, you can set the necessary information required …
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Add Accounts
We use accounts so that we can keep a record of money received and money paid out. In other words, by creating accounts, WP Ever Accounting can keep records of every transaction that can increase or decrease a company’s funds. Fields Required to Add Accounts To add accounts, go to Banking. On the page, you …
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Add Revenues
Revenue is the top prior line as it appears first on a company’s income statement. Revenue is known as sales on the income statement. Besides, it is independent of deposits, sales items, tax, attached invoices, and other similar records. Add Revenues From WP Ever Accounting, you can add your new sales to the respective account. …
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Add Customers
In general, a customer is a person who buys goods or services from a shop or business. Customers are important so that you can keep an eye on sales. Most importantly, you will be needing customers to generate invoices when needed. How to Add Customers To add customers, simply click on Add New from WP …