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In the Accounts and Financial Lines section, you can configure Financial Lines and create a list of company accounts and employee petty cash accounts to match your company’s needs. This setup is typically handled by a finance team member.
Smetter already includes a set of Financial Lines suitable for most companies
To add your own Financial Lines, click this button
Go to the Accounts tab to add your company accounts and employee petty cash accounts
To edit a Financial Line, hover over it and click “Customize”
- Smetter comes with a predefined list of standard Revenue and Expense lines (1);
- To add your own Financial Lines, click the button (2). To edit a Financial Line, hover over its name and click “Customize” (3);
- Go to the Accounts tab (п.4) to add your company accounts and employee petty cash accounts;
- he list of accounts and their balances is available on the Accounts tab (4);
- An account can represent a bank account, cash account, employee petty cash account, safe deposit box, or any other place where company funds are held;
- If employees receive petty cash, create a petty cash account for each employee. Record the funds issued to them by creating a Transfer in Payments from a company account or cash account to the employee’s petty cash account. The employee can then record expenses, while a finance manager can view them in Payments;
- One account is designated as the default account. To make another account the default, hover over it, click “Customize”, and select “Default account” in the window that opens. The selected account will then become the default.
Result: your payment tracking setup is configured to match your company’s needs.