Accounting in Envoi

Envoi has two parts, and you switch between them at the top of the screen:

• Operations is where you work day to day: invoices, customers, supplier invoices, projects and hours.
• Accounting is the books. What you do in Operations is posted here automatically.

You do not need to know debit and credit to use accounting. Most entries create themselves.

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What Envoi does for you

• Posts invoices, credit notes, recurring invoices, dunning fees and interest.
• Posts supplier invoices when you confirm them, and payments when you record them.
• Keeps track of who owes you and who you owe.
• Shows VAT, profit and loss, and the balance sheet as you go.
• Creates the VAT return as a file you upload at Skatteetaten.
• Creates the SAF-T file your auditor and the Norwegian Tax Administration (Skatteetaten) ask for.
• Checks that nothing has been changed after it was posted.

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What you do yourself

• Activate accounting, and post the opening balance at the same time. See Turn on accounting.
• Upload the bank statement and check that the bank agrees, under Bank.
• Deal with what ends up under Needs you.
• File the VAT return at Skatteetaten and pay. Envoi creates the file, but does not send it. See VAT.
• Close periods when a month is finished. See Closing periods.

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Who has access

Owners and administrators can use Accounting. Only the owner can activate accounting and post the opening balance.

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The Accounting menu