{"id":1703,"date":"2023-10-17T09:12:10","date_gmt":"2023-10-17T09:12:10","guid":{"rendered":"https:\/\/hub.skileo.com\/knowledge-base\/finances\/"},"modified":"2023-10-17T09:12:10","modified_gmt":"2023-10-17T09:12:10","slug":"finances","status":"publish","type":"ht_kb","link":"https:\/\/hub.skileo.com\/bg\/knowledge-base\/finances\/","title":{"rendered":"Finances"},"content":{"rendered":"\n<p>Skileo helps you efficiently track expenses and income, run reports, and effortlessly manage your financials.<\/p>\n\n\n\n<p>You can filter financials by different criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Date and period<\/strong><\/li>\n\n\n\n<li><strong>Entry type<\/strong><\/li>\n\n\n\n<li><strong>Entry category<\/strong><\/li>\n\n\n\n<li><strong>Payment method type<\/strong><\/li>\n\n\n\n<li><strong>Vendor<\/strong><\/li>\n\n\n\n<li><strong>Search by keyword<\/strong><\/li>\n<\/ul>\n\n\n\n<p>You can perform the following actions for each record:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add record<\/strong><\/li>\n\n\n\n<li><strong>Edit record<\/strong><\/li>\n\n\n\n<li><strong>Record a payment<\/strong><\/li>\n\n\n\n<li><strong>Delete record<\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Add Expense<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Finance&#8220;, and click on the &#8222;+ Add expense&#8220; button.<\/p>\n\n\n\n<p>You will go through several steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Attach purchase invoice<\/strong><\/li>\n\n\n\n<li><strong>Payment information<\/strong><\/li>\n\n\n\n<li><strong>Payment items<\/strong><\/li>\n\n\n\n<li><strong>Additional documents<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Purchase Invoice<\/h3>\n\n\n\n<p>Add the digital or a scanned copy of the original purchase invoice document. The system will attempt to automatically recognize the data in the document and populate the form below.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Information<\/h3>\n\n\n\n<p>Add the payment information, including category, document number, supplier, currency, payment method, and date. You can also assign it to a specific team or individual.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Items<\/h3>\n\n\n\n<p>Add the payment items, including the item name, price, and taxes. You can also add several items.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional Documents<\/h3>\n\n\n\n<p>Add additional relevant documents, such as price quotes, receipts, and any other pertinent files.<\/p>\n\n\n<hr>\n\n\n<h2 class=\"wp-block-heading\">Add Income<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Finance&#8220;, and click on the &#8222;+ Add income&#8220; button.<\/p>\n\n\n\n<p>The difference between adding an income and creating an invoice lies in the nature of the transaction. In some instances, income is received without being associated with a sale. This occurs, for example, when a company receives findings, tax returns, or other non-sales-related funds. In such cases, you would simply record the income without the need to create an invoice.<\/p>\n\n\n\n<p>You will go through several steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payment information<\/strong><\/li>\n\n\n\n<li><strong>Payment items<\/strong><\/li>\n\n\n\n<li><strong>Additional documents<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Information<\/h3>\n\n\n\n<p>Add the payment information, including category, document number, client, currency, payment method, and date. You can also assign it to a specific team or individual.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Items<\/h3>\n\n\n\n<p>Add the payment items, including the item name, price, and taxes. You can also add several items.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional Documents<\/h3>\n\n\n\n<p>Add additional relevant documents, such as price quotes, receipts, and any other pertinent files.<\/p>\n\n\n<hr>\n\n\n<h2 class=\"wp-block-heading\">Create Invoice<\/h2>\n\n\n\n<p>Go to the accounting software section  &#8222;Ac&#8220;, select &#8222;Finance&#8220;, and click on the &#8222;+ Create invoice&#8220; button.<\/p>\n\n\n\n<p>The difference between adding an income and creating an invoice lies in the nature of the transaction. When creating a sale invoice, the software will generate an invoice document that you can download and share with your client.<\/p>\n\n\n\n<p>You will go through several steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payment information<\/strong><\/li>\n\n\n\n<li><strong>Payment items<\/strong><\/li>\n\n\n\n<li><strong>Additional documents<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Information<\/h3>\n\n\n\n<p>Add the payment information, including category, document number, client, currency, payment method, and date. You can also assign it to a specific team or individual.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Payment Items<\/h3>\n\n\n\n<p>Add the payment items, including the item name, price, and taxes. You can also add several items.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Additional Documents<\/h3>\n\n\n\n<p>Add additional relevant documents, such as price quotes, receipts, and any other pertinent files.<\/p>\n\n\n\n<p>Try this now in your&nbsp;<a href=\"https:\/\/app.skileo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Skileo account<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Skileo helps you efficiently track expenses and income, run reports, and effortlessly manage your financials. You can filter financials by different criteria: You can perform the following actions for each record: Add Expense Go to the accounting software section &#8222;Ac&#8220;, select &#8222;Finance&#8220;, and click on the &#8222;+ Add expense&#8220; button&#8230;.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[329],"ht-kb-tag":[331,343,345,347],"class_list":["post-1703","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accounting-bg","ht_kb_tag-ac-bg","ht_kb_tag-expense-bg","ht_kb_tag-finances-bg","ht_kb_tag-income-bg"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Finances - Skileo<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hub.skileo.com\/bg\/knowledge-base\/finances\/\" \/>\n<meta property=\"og:locale\" content=\"bg_BG\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Finances - Skileo\" \/>\n<meta property=\"og:description\" content=\"Skileo helps you efficiently track expenses and income, run reports, and effortlessly manage your financials. 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