Tài chính

• Kế toán và Hóa đơn
  • Kế toán kép
  • Nguyên tắc phát sinh và nguyên tắc thu chi
  • Đa công ty
  • Môi trường đa tiền tệ
  • Quản lý chi nhánh
  • Tiêu chuẩn quốc tế
  • Các khoản phải thu và phải trả
  • Báo cáo
    • Báo cáo thuế
  • Đồng bộ hóa ngân hàng
  • Định giá hàng tồn kho
  • Lợi nhuận giữ lại
  • Người đứng đầu
    • Bắt đầu
      • Băng thông hướng dẫn Kế toán
        • Thông tin Công ty
        • Tài Khoản Ngân Hàng
        • Kỳ Kế Toán
        • Bảng Tài Khoản
      • Băng thông hướng dẫn Hóa đơn
        • Dữ Liệu Công Ty
        • Bố Cục Hóa Đơn
        • Phương Thức Thanh Toán
        • Hóa Đơn Mẫu
          • Accounting cheat sheet
            • Chart of accounts
              • Example
            • Journal entries
            • Reconciliation
            • Bank Reconciliation
            • Checks Handling
          • Chart of accounts
            • Configuration of an account
              • Code and name
              • Type
                • Assets
              • Default taxes
              • Tags
              • Account groups
                • Create account groups manually
              • Allow reconciliation
              • Deprecated
          • Multi-currency system
            • Configuration
              • Main currency
              • Enable foreign currencies
              • Currency rates
                • Manual update
                • Automatic update
              • Exchange difference entries
              • Chart of accounts
              • Journals
            • Multi-currency accounting
              • Invoices, bills, and other documents
              • Payment registration
              • Bank transactions
              • Exchange rate journal entries
          • Giá trung bình của hàng hóa trả lại
            • Cấu hình
            • Sử dụng định giá giá trung bình
              • Công thức
              • Tính toán giá trung bình
                • Giao hàng sản phẩm (trường hợp sử dụng)
            • Trả hàng cho nhà cung cấp (trường hợp sử dụng)
              • Loại bỏ lỗi định giá hàng tồn trong sản phẩm đi
            • Kế toán theo phong cách Anh
              • Nhận sản phẩm
                • Tóm tắt
                • Cân đối tài khoản khi nhận sản phẩm
                  • Trong LeanSoft
                • Cân đối tài khoản khi nhận hóa đơn nhà cung cấp
                  • Trong LeanSoft
              • Khi giao hàng
              • Khi trả hàng
          • VAT units
            • Configuration
              • Fiscal position
            • Tax report
    • Taxes
      • Default taxes
      • Activate sales taxes from the list view
      • Configuration
        • Basic options
          • Tax name
          • Tax computation
          • Active
          • Tax type
          • Tax scope
        • Definition tab
        • Advanced options tab
          • Label on invoices
          • Tax group
          • Include in analytic cost
          • Included in price
          • Affect base of subsequent taxes
      • Extra taxes
        • Cash basis taxes
          • Configuration
          • Impact of cash basis taxes on accounting
        • Withholding taxes
          • Configuration
          • Retention taxes on invoices
        • VAT numbers verification (VIES)
          • VIES VAT number verification
        • Fiscal positions (tax and account mapping)
          • Configuration
            • Tax and account mapping
          • Application
            • Automatic application
            • Manual application
            • Assign to a partner
        • Avatax integration
          • Credential configuration
          • Tax mapping
          • Address validation
          • Tax calculation
        • TaxCloud integration
        • EU intra-community distance selling
          • Configuration
          • One-Stop Shop (OSS)
            • Reports
        • B2B (tax excluded) and B2C (tax included) pricing
          • Configuration
            • Introduction
            • eCommerce
            • Setting your products
            • Setting the B2C fiscal position
          • Test by creating a quotation
          • Avoid changing every sale order
    • Customer invoices
      • From Customer Invoice to Payments Collection
        • From Draft Invoice to Profit and Loss
        • Invoice creation
        • Draft invoices
        • Open or Pro-forma invoices
        • Send the invoice to customer
        • Payment
        • Receive a partial payment through the bank statement
        • Reconcile
        • Payment Followup
          • Customer aging report:
        • Profit and loss
        • Balance sheet
          • Invoicing processes
            • Sales
              • Sales Order ‣ Invoice
              • Sales Order ‣ Delivery Order ‣ Invoice
              • eCommerce Order ‣ Invoice
            • Contracts
              • Regular Contracts ‣ Invoices
              • Recurring Contracts ‣ Invoices
            • Others
              • Creating an invoice manually
              • Specific modules
              • Resequencing of the invoices
              • Invoice digitization with optical character recognition (OCR)
          • Địa chỉ giao hàng và hóa đơn
            • Cấu hình
            • Giao hàng và hóa đơn đến các địa chỉ khác nhau
          • Payment terms and installment plans
            • Configuration
            • Using payment terms
            • Journal entries
          • Default terms and conditions (T&C)
            • Configuration
          • Cash discounts and tax reduction
            • Configuration
              • Cash discount gain/loss accounts
              • Payment terms
              • Tax reductions
            • Apply a cash discount to a customer invoice
              • Payment reconciliation
          • Credit notes and refunds
            • Issue a credit note
              • Partial refund
              • Full refund
              • Full refund and new draft invoice
            • Issue a debit note
            • Record a vendor refund
            • Record a debit note
            • Journal entries
          • Cash rounding
            • Configuration
            • Apply roundings
          • Deferred revenues
            • Configuration
            • Generate deferral entries on validation
            • Reporting
            • Generate grouped deferral entries manually
          • Electronic invoicing (EDI)
            • Configuration
              • National electronic invoicing
            • E-invoices generation
            • Peppol
              • Registration
              • Contact verification
              • Send invoices
              • Receive vendor bills
          • Snailmail
            • Configuration
            • Send invoices by post
            • Pricing
          • EPC QR codes
            • Configuration
              • Configure your bank account’s journal
            • Issue invoices with EPC QR codes
          • Incoterms
            • Define an Incoterm
              • Incoterm location
            • Default Incoterm configuration
    • Hóa đơn nhà cung cấp
      • Tạo hóa đơn
        • Thủ công
        • Tự động
      • Hoàn thành hóa đơn
      • Xác nhận hóa đơn
      • Thanh toán hóa đơn
      • Báo cáo phải trả
        • AI-powered document digitization
          • Configuration
          • Invoice upload
            • Upload invoices manually
            • Upload invoices using an email alias
          • Invoice digitization
          • Data recognition with AI
          • Pricing
        • Non-current assets and fixed assets
          • Prerequisites
            • Configure an Assets Account
            • Post an expense to the right account
              • Select the account on a draft bill
              • Choose a different Expense Account for specific products
              • Change the account of a posted journal item
          • Assets entries
            • Create a new entry
              • What does “Prorata Temporis” mean?
              • What are the different Depreciation Methods
            • Assets from the Purchases Journal
          • Modification of an Asset
          • Disposal of Fixed Assets
          • Assets Models
            • Apply an Asset Model to a new entry
          • Automate the Assets
        • Deferred expenses
          • Configuration
          • Generate deferral entries on validation
          • Reporting
          • Generate grouped deferral entries manually
    • Payments
      • Registering payment from an invoice or bill
      • Registering payments not tied to an invoice or bill
        • Matching invoices and bills with payments
        • Batch payment
        • Payments matching
        • Batch payments matching
      • Registering a partial payment
      • Reconciling payments with bank statements
        • Online payments
          • Install the patch to disable online invoice payment
            • Update LeanSoft to the latest release
            • Update the list of available modules
            • Install the module Invoice Online Payment Patch
          • Configuration
          • Customer Portal
        • Checks
          • Method 1: Outstanding account
          • Method 2: Reconciliation bypass
          • Payment registration
          • Journal entries
            • Outstanding account
            • Reconciliation bypass
        • Batch payments by bank deposit
          • Configuration
          • Deposit multiple payments in batch
            • Register payments
            • Add payments to a batch deposit
            • Bank reconciliation
        • Batch payments: SEPA Direct Debit (SDD)
          • Configuration
          • SEPA Direct Debit Mandates
            • Create a mandate
            • SEPA Direct Debit as a payment method
            • Close or revoke a mandate
          • Get paid with SEPA Direct Debit batch payments
            • Customer invoices
            • Generate SEPA Direct Debit .XML files to submit payments
        • Follow-up on invoices
          • Configuration
          • Follow-up reports
            • Debtor’s trust level
            • Send reminders in batches
        • Internal transfers
          • Configuration
          • Register an internal transfer from one bank to another
        • Pay with SEPA
          • Configuration
            • Activate SEPA Credit Transfer (SCT)
            • Activate SEPA payment methods on banks
            • Registering payments
        • Pay by checks
          • Configuration
            • Activate checks payment methods
          • Compatible check stationery for printing checks
            • United States
          • Pay a supplier bill with a check
            • Register a payment by check
            • Print checks
        • Forecast future bills to pay
          • Configuration: payment terms
          • Forecast bills to pay with the aged payable report
          • Select bills to pay
        • Trusted accounts (send money)
          • Phishing attacks
            • Elements to check
    • Bank and cash accounts
      • Manage your bank and cash accounts
        • Connect your bank for automatic synchronization
        • Create a bank account
        • Create a cash journal
        • Edit an existing bank or cash journal
      • Configuration
        • Suspense account
        • Profit and loss accounts
        • Currency
        • Account number
        • Bank feeds
      • Outstanding accounts
        • Default accounts configuration
        • Bank and cash journals configuration
          • Bank synchronization
            • Configuration
              • On-Premise users
              • First synchronization
              • Synchronize manually
            • Issues
              • Synchronization in error
              • Synchronization disconnected
            • Migration process for users having installed LeanSoft before December 2020
            • FAQ
              • The synchronization is not working in real-time. Is that normal?
              • Is the Online Bank Synchronization feature included in my contract?
              • Some banks have a status “Beta.” What does this mean?
              • Why do my transactions only synchronize when I refresh manually?
              • Not all of my past transactions are in LeanSoft, why?
              • Why don’t I see any transactions?
              • How can I update my bank credentials?
                • Salt Edge
                  • Configuration
                    • Link your bank accounts with LeanSoft
                    • Update your credentials
                    • Fetch new accounts
                  • FAQ
                    • I have an error when I try to delete my synchronization within LeanSoft
                    • I have an error saying that I have already synchronized this account
                • Ponto
                  • Configuration
                    • Link your bank accounts with Ponto
                    • Link your Ponto account with your LeanSoft database
                    • Update your synchronization credentials
                    • Fetch new accounts
                  • FAQ
                    • After my synchronization, no account appears
                    • I have an error about that my authorization has expired
                    • I have some errors with my beta institution
                • Enable Banking
                  • Configuration
                    • Link bank accounts with LeanSoft
          • Transactions
            • Import transactions
            • Register bank transactions manually
            • Statements
              • Statement creation from the kanban view
              • Statement creation from the list view
          • Bank reconciliation
            • Bank reconciliation view
            • Reconcile transactions
              • Match existing entries
              • Batch payments
              • Manual operations
              • Reconciliation model buttons
          • Reconciliation models
            • Reconciliation model types
            • Default reconciliation models
              • Invoices/Bills perfect match
              • Invoices/Bills partial match if underpaid
              • Line with bank fees
            • Partner mapping
          • Manage a bank account in a foreign currency
            • Configuration
              • Activate multi-currencies
              • Configure currencies
              • Create a new bank account
            • Vendor bill in a foreign currency
            • Unrealized Currency Gains/Losses Report
          • Cash register
            • Configuration
            • Usage
              • How to register cash payments?
              • Put money in
              • Take money out
    • Báo cáo
      • Các báo cáo chính
        • Bảng cân đối kế toán
        • Báo cáo lợi nhuận và lỗ
        • Tổng quan điều hành
        • Sổ cái chung
        • Công nợ phải trả
        • Công nợ phải thu
        • Báo cáo Luồng tiền
        • Báo cáo Thuế
        • Đối chiếu ngân hàng
          • Tax return (VAT declaration)
            • Prerequisites
              • Tax Return Periodicity
              • Tax Grids
            • Close a tax period
              • Tax Lock Date
              • Tax Report
          • Tax carryover
          • Analytic accounting
            • Configuration
            • Analytic accounts
            • Analytic plans
            • Analytic distribution
              • Analytic distribution models
          • Financial budget
            • Configuration
              • Budgetary positions
            • Use case
              • Analytical accounts
              • Define the budget
              • Check your budget
          • Intrastat
            • General configuration
              • Default transaction codes: invoice and refund
              • Region code
            • Product configuration
              • Commodity code
              • Quantity: weight and supplementary unit
              • Country of origin
            • Invoices and bills configuration
              • Transaction code
              • Partner country
              • Transport code
              • Value of the goods
            • Partner configuration
            • Generate the Intrastat report
          • Data inalterability check report
            • Lock posted entries with hash
            • Report download
          • Silverfin integration
            • Configuration
              • LeanSoft API key
                • Per database
                • For all databases (fiduciaries)
          • Custom reports
            • Root reports
            • Variants
            • Lines
            • Expressions
              • ‘LeanSoft Domain’ engine
              • ‘Tax Tags’ engine
              • ‘Aggregate Other Formulas’ engine
              • ‘Prefix of Account Codes’ engine
              • ‘External Value’ engine
              • ‘Custom Python Function’ engine
            • Columns
          • Year-end closing
            • Fiscal years
            • Year-end checklist
              • Before closure
              • Closing a fiscal year
                • Current year’s earnings
• Chi phí
  • Thiết lập các loại chi phí
  • Ghi chi phí
    • Tạo mới một chi phí một cách thủ công
      • Đính kèm hóa đơn
    • Tạo chi phí mới từ hóa đơn đã quét
    • Tự động tạo chi phí mới từ một email
  • Tạo một báo cáo chi phí
    • Nộp báo cáo chi phí
  • Phê duyệt chi phí
  • Đăng các chi phí trong kế toán
  • Hoàn trả cho nhân viên
  • Hoàn lại chi phí cho khách hàng
    • Thiết lập
    • Tạo một chi phí
    • Xác nhận và ghi chi phí
    • Lập hóa đơn cho chi phí