All features / Accounting

Follow money through the books, from transaction to report.

Explore the accounting workspace behind sales, purchases, banking and financial reporting.

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Follow a transaction through the books

  1. Start with the ledger

    See accounts and journal activity in a real double-entry workspace, with a full chart of accounts set up from day one.

  2. Manage sales and purchases

    Create and track quotes, invoices, bills and payments. Approving an invoice allocates its number and posts the journal in one step.

  3. Reconcile banking

    Connect a live bank feed or import a statement - your choice - then review lines and suggested matches.

  4. Prepare VAT information

    Prepare your VAT201 return from your tax codes and transactions - you file it with SARS yourself.

  5. Understand the result

    Inspect the balance sheet, income statement and cash flow reports.

  6. Automate repeat work

    Set up recurring invoices and bills so they generate on schedule instead of by hand.

  7. Add an approval sign-off

    Configure a rule so the right person signs off before a document posts.

Where to go next

Every Echoo feature