Knowledge Base
xTuple
Accounting
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
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General Info
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Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Back to home
Knowledge Base
Accounting
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
Developer
General Info
Menus
Displays & Screens
Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Accounting
Setup & Config
Payment Gateways package
Defining Accounting Periods
Setting up the Chart of Accounts
Setting up Bank Accounts
Entering Opening Balances
What is an apply-to document?
Does it matter which account type I choose?
What does "used by billing" mean?
What is a terms code?
How are discount days used?
When should proximo terms be used?
What are due days?
What is the cut-off day?
If I don't manage inventory do I need cost categories—or item sites?
See more
Ledger/Financials
Can I switch from a calendar year to a fiscal year? Or vice versa?
Is there a way to reverse a posted bank rec if you find it has errors?
Transaction Accounting
Financial Reporting Engine — Part 1
Financial Reporting Engine — Part 2
Financial Reporting Engine — Part 3
Financial Reporting Engine — Part 4
Financial Reporting Engine — Part 5
Financial Reporting Engine — Part 6
Validating your ledger accounts
Closing Procedures
Why can't I view financial information for any date range?
My balance sheet and income statement don't show the same profit amount. Any idea why?
How do I enter my opening balances in the General Ledger?
How can we post transactions between two different companies?
How do I close the month?
My trial balance isn't forwarding. What do I do?
How can I learn more about project accounting?
Multi-Company Financial Consolidation
What is the goal of project accounting?
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Receivables
I applied cash to the wrong invoice. Can I undo that and start over?
What happens if I receive more cash than I can apply?
What happens when I post a receivable?
How do I handle deferred revenue?
Why can't I enter a credit card receipt?
Why do cash receipts have three different dates?
When do I use receivable debit and credit memos?
How do I reverse a receivable?
Where does the invoice number come from?
Can I create simple invoices?
What are receivable applications?
Do invoices flow from sales orders?
How can I do a non-A/R cash receipt?
Why should I enable customer deposits?
What address do I enter in the billing configuration?
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Payables
Creating Miscellaneous Vouchers
Making Payments
Creating Regular Vouchers
Payables — Memos
ACH Payment Processing
Paying Vendors with Credit Cards
How do I handle Purchase Order Returns (i.e., rejects) in the vouchering process?
Why don't my non-inventory receipts show up on the Uninvoiced Receipts|Returns report?
How do I create a voucher for prepaid orders?
Why can't I choose my bank account when writing checks?
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Taxes
Why does Avalara not recognize my items as tax exempt?
Why is the CertCapture feature in Avalara not working with xTuple?
Do you integrate with tax services, like Avalara?
Tax Basics
1099 Information Package
How do I issue a tax credit to my customer?
What are tax assignments?
Why would you add multiple tax codes to a tax assignment?
Are tax assignments required?
Why am I not seeing taxes on my order?
What are tax authorities?
Why do tax authorities require a g/l account?
How do tax authorities relate to CRM?
When do I use tax classes?
In tax code setup, what is a group sequence?
How can I make items tax exempt?
How are tax zones used?
In the tax system, how is the calculation basis used?
What are tax types?
Why are some tax types system-defined?
Why does the tax code have a g/l account?
What are tax codes?
How are tax classes related to tax codes?
Do tax zones work the same for customers and vendors?
How do I handle customers who have multiple tax zones?
How do I set a default tax type?
How does the tax credit for discounts work?
Avalara Tax Service Integration
VAT/GST: Basic Setup and Usage
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Costing
How are work order labor costs calculated?
Landed Cost Overview
Standard Costing
Support for Landed Costs