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
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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
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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?
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Ledger/Financials
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
Creating Regular Vouchers
Making Payments
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
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
Landed Cost Overview
Standard Costing
Support for Landed Costs