Product Features Help

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Home Page (Oval Administration)

View a summary of Entities and Rules , status of Automation and recent history.

Chart of Accounts

Learn how to configure the Chart of Accounts to meet the Companies requirements.

Financial Years

Learn how to create new Financial Years for the Companies and Departments.

Entities

Learn how to setup new Companies and Departments including Contact Information.

Bank Accounts

Learn how to add Bank Account details for the Company Entities including Transactions.

Tax Rates

Learn how to configure new Tax Rates including the Rate Percentage.

Fixed Asset Types

Learn how to create Fixed Asset Types, Depreciation Methods and Frequency.

Posting Rules

Learn how to add Ledger Account Posting Rules by Company Entity and Record Type.

Automation Rules

Learn how to setup Automation Rules for Journals by creating regular Transactions.

Home Page (Oval Accounting)

View the Financial Reporting Dashboard.

Accounts Page

View Customer and Supplier Accounting information directly within Oval Accounting.

Transactions

Learn how to create Transactions by Transaction Type and Company Entity.

Transaction Templates

Learn how to create Transaction Templates that can be used when creating Transactions.

Fixed Assets

Learn how to create new Fixed Assets associated with Fixed Asset Types.

Journals

Learn how to create Accounting Journals by Journal Type and Company Entity.

Journal Templates

Learn how to create Accounting Journal Templates that can then be used when creating Journals.

Entities

Learn how to manage Companies and Departments including Transactions and Journals.

Bank Accounts

Learn how to manage Bank Account Statements.

Reports

View key Reports including Profit and Loss, Balance Sheet and Trial Balance.