u + general financial software operating procedures

1, choose the right financial software

The first step is to choose a suitable financial software. For small companies, it is not necessary to invest too much cost, the function of large and full is not suitable for small companies to use, choose a cheap and easy to use professional for small and medium-sized enterprises on the financial software. For example, account letter cloud accounting, with friendly accounting, Kingdee cloud accounting, etc., are on the market a lot of small businesses in the use of financial software. Especially account letter cloud accounting, many companies want to save the cost of financial software are using. Because it is a fraction of similar financial software, Baidu can be free to try, note that it is not Kingdee, and therefore welcomed by many accountants.

Accounting

2, the establishment of the company's accounts

After a suitable financial software, the second step is to establish the accounts. The traditional stand-alone version of the financial software to create sets of accounts is relatively slow, the latest cloud accounting financial software, just fill out the completion of the basic information of the enterprise, a few seconds to complete the creation of sets of accounts, very convenient.

Establishment of sets of accounts

3, set up accounts and auxiliary accounting, quantity accounting

After the sets of accounts, you can enter the sets of accounts to start doing the accounts. The prerequisite for doing business is to set up accounts and auxiliary accounting, quantity accounting. Accounts, the general financial software support the establishment of sub-accounts, you can now set up the account here, to establish the relevant sub-accounts.

Auxiliary accounting settings, is a more advanced function, here to accounts receivable as an example. Accounts receivable often involves a lot of customers, just in the auxiliary accounting settings, customer settings here, add a good customer, and then the auxiliary accounting bound to the appropriate accounts, the subsequent vouchers can be used directly, not only that, there are auxiliary accounting summary tables, schedules can be viewed in a timely manner to understand the status of the customer's accounts receivable, very convenient and easy to use.

Accounting

4, enter the opening balance of the subject

The entry of the opening balance, if it is halfway through the company's accounts, you need to enter. Generally speaking, if it is a new company, the new start to do the accounts, there is no need to enter, directly start to do the accounts can be.

Enter the balance

5, enter the vouchers

After all the above basics are completed, you can start doing the accounts every month. Now the latest cloud accounting financial software is very simple, even if it is a novice accountant with zero foundation, just select the subjects, enter the number of amounts, can be automatically leveled, quickly get started and complete the entry of vouchers.

Entering vouchers

6, the end of the carry-over

If you choose the intelligent cloud accounting financial software, the end of the carry-over vouchers is very simple, account letter cloud accounting at the end of the period will automatically generate profit and loss vouchers, you just need to click to confirm that can be, eliminating the need to manually calculate their own troubles. The traditional financial software used in the past, many of the final vouchers still need to manually enter their own, but also easy to calculate errors.

End of period carryover

7, voucher review

After all the accounts are done in a month, the next is the voucher review. This step is generally operated by the accountant in charge, will confirm whether all the vouchers are correct. If it is correct, it will pass the audit, which means that a month of accounts can be done.1, choose the right financial software

First step, is to choose a suitable financial software. For small companies, it is not necessary to invest too much cost, the function of the big and full is not suitable for small companies to use, choose a cheap and good professional for small and medium-sized enterprise financial software can be. For example, account letter cloud accounting, with friendly accounting, Kingdee cloud accounting, etc., are on the market a lot of small businesses in the use of financial software. Especially account letter cloud accounting, many companies want to save the cost of financial software are using. Because it is a fraction of similar financial software, Baidu can be free to try, note that it is not Kingdee, and therefore welcomed by many accountants.

Accounting

2, the establishment of the company's accounts

After a suitable financial software, the second step is to establish the accounts. The traditional stand-alone version of the financial software to create sets of accounts is relatively slow, the latest cloud accounting financial software, just fill out the completion of the basic information of the enterprise, a few seconds to complete the creation of sets of accounts, very convenient.

Establishment of sets of accounts

3, set up accounts and auxiliary accounting, quantity accounting

After the sets of accounts, you can enter the sets of accounts to start doing the accounts. The prerequisite for doing business is to set up accounts and auxiliary accounting, quantity accounting. Accounts, the general financial software supports the establishment of sub-accounts, you can now set up the account here, to establish the relevant sub-accounts.

Auxiliary accounting settings, is a more advanced function, here to accounts receivable as an example. Accounts receivable often involves a lot of customers, just in the auxiliary accounting settings, customer settings here, add a good customer, and then the auxiliary accounting bound to the appropriate accounts, the subsequent vouchers can be used directly, not only that, there are auxiliary accounting summary tables, schedules can be viewed in a timely manner to understand the status of the customer's accounts receivable, very convenient and easy to use.

Accounting

4, enter the opening balance of the subject

The entry of the opening balance, if it is halfway through the company's accounts, you need to enter. Generally speaking, if it is a new company then, brand new start to do the accounts, there is no need to enter, directly start to do the accounts can be.

Enter the balance

5, enter the vouchers

After all the above basics are completed, you can start doing the accounts every month. Now the latest cloud accounting financial software is very simple, even if it is a novice accountant with zero foundation, just select the subjects, enter the number of amounts, can be automatically leveled, quickly get started and complete the entry of vouchers.

Entering vouchers

6, the end of the carry-over

If you choose the intelligent cloud accounting financial software, the end of the carry-over vouchers is very simple, account letter cloud accounting at the end of the period will automatically generate profit and loss vouchers, you just need to click to confirm that can be, eliminating the need to manually calculate their own troubles. The traditional financial software used in the past, many of the final vouchers still need to manually enter their own, but also easy to calculate errors.

End of period carryover

7, voucher review

After all the accounts are done in a month, the next is the voucher review. This step is generally operated by the accountant in charge, will confirm whether all the vouchers are correct. If they are correct, they will pass the audit, which means that a month's accounts can be done.