Getting Started
Everything you need to get started quickly
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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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Adding 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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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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Navigating the Quick Setup Wizard
After installing and activating 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 optional …
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Dashboard Overview
The Dashboard in 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 is …
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Adding and Managing Fund Transfers
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. How …