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Home Page (Oval Administration)
View a summary of Entities and Rules , status of Automation and recent history.
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Chart of Accounts
Learn how to configure the Chart of Accounts to meet the Companies requirements.
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Financial Years
Learn how to create new Financial Years for the Companies and Departments.
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Entities
Learn how to setup new Companies and Departments including Contact Information.
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Bank Accounts
Learn how to add Bank Account details for the Company Entities including Transactions.
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Tax Rates
Learn how to configure new Tax Rates including the Rate Percentage.
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Fixed Asset Types
Learn how to create Fixed Asset Types, Depreciation Methods and Frequency.
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Posting Rules
Learn how to add Ledger Account Posting Rules by Company Entity and Record Type.
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Automation Rules
Learn how to setup Automation Rules for Journals by creating regular Transactions.
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Home Page (Oval Accounting)
View the Financial Reporting Dashboard.
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Accounts Page
View Customer and Supplier Accounting information directly within Oval Accounting.
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Transactions
Learn how to create Transactions by Transaction Type and Company Entity.
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Transaction Templates
Learn how to create Transaction Templates that can be used when creating Transactions.
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Fixed Assets
Learn how to create new Fixed Assets associated with Fixed Asset Types.
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Journals
Learn how to create Accounting Journals by Journal Type and Company Entity.
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Journal Templates
Learn how to create Accounting Journal Templates that can then be used when creating Journals.
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Entities
Learn how to manage Companies and Departments including Transactions and Journals.
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Bank Accounts
Learn how to manage Bank Account Statements.
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Reports
View key Reports including Profit and Loss, Balance Sheet and Trial Balance.
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