To configure or edit Default Expense Accounts and Default Revenue Accounts, click here.

Nominal accounts can be grouped together for useful reporting. For instructions on grouping nominal accounts, click here.

Companies are the entity that hold all of the accounting details. Companies bill contacts, so sometimes a contact functions as a company.

For instructions on adding companies, click here.

LogiPro supports both client bank accounts as well as company bank accounts to track transactions, payments, credits and distributions.

For instructions on adding a client bank account, click here.

For instructions on adding  a company bank account, click here.

For instructions on adding bank details for a contact, click here.

LogiPro enables you to set a default sales and purchase nominal account for contacts.

For instructions on selecting a default sales account and default nominal account for a contact, click here

Once an invoice is raised, you have the option to edit them, if need be. For instructions on adjusting an invoice, click here.

Invoice and Credit Note Templates can help streamline processes and save time for recreating the invoices and credit notes in the future. For instructions on setting up templates, click here.

For instructions on creating an invoice from a template, click here.