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WORKFLOW GUIDE

Chart of accounts and subaccounts

The chart of accounts structures entries and should reflect the company’s activity.

Essential steps

  1. 01

    Review the available chart and accounts in use.

  2. 02

    Configure subaccounts and mapping for opening records.

  3. 03

    Check account use in documents and reports.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Accounting and Atena

Continue with

WORKFLOW GUIDE

Manual journal entries

Use manual entries for operations requiring direct posting and supporting documentation.

WORKFLOW GUIDE

Reviewing and closing a period

Closing starts with checking documents and balances before locking the period.

WORKFLOW GUIDE

Atena: from invoice to accounting suggestion

Atena uses document descriptions, available history and company rules to prepare a suggestion. The accountant keeps the decision.