Creating and sending invoices
Invoices can be prepared, their templates adjusted and the documents delivered digitally. Company, number, value and due date help organise invoice tracking. Preparing a document, delivering it and receiving payment are separate events; this distinction separates invoiced sales from cash received.
Accounts and inventory
Customer and supplier records can be imported from Excel, with receivables, payables and payments connected to their accounts. Purchases and sales update stock quantities. Unique product and customer records keep the overall balance from being spread across duplicates.
Expenses, money movements and reports
Expenses can be categorised, while cash and bank movements show incoming and outgoing funds. Period reports summarise sales, purchases and expenses. Recording one expense type under several names weakens month-to-month comparisons; consistent classification helps explain where costs are increasing.
The quality of information shared with the accountant
An expense amount alone may not be enough to explain an accounting entry. Document date, supplier, reference and expense type provide its context. Missing or duplicate records require further investigation at month end. The quality of daily records in İşbaşı directly affects the information shared with the accountant.