Administration - Articles
Help Centers-
Create new currency
22/05/2024 16:36:25To add a new currency, go to Setup > Finance > Currencies and click +New Currency... -
Tax Rates
22/05/2024 16:34:47Create new tax Thulo Cloud gives you the ability to add unlimited tax rates on your invoices/estimates/proposals et... -
Add currencies in total to words feature
22/05/2024 16:17:22If you are using total to words in your transactions you need to add the currency words manually into the transaction. Thulo... -
Expense Reports
16/05/2024 17:44:00This article provides an overview of the three expense report types available in Thulo Cloud, helping you effective... -
Creating Recurring Expense
16/05/2024 17:43:38This article explains how to create recurring expenses in Thulo Cloud, simplifying expense management for ongoing c... -
Converting Billable Expense to Invoice
16/05/2024 17:43:08This article explains how to streamline your billing process by converting billable expenses directly into invoices... -
Creating Billable Expenses
16/05/2024 17:42:42This article explains how to create billable expenses for your customers in Thulo Cloud, simplifying the process of... -
Recording Expenses
16/05/2024 17:42:13This article provides a step-by-step guide on creating new expense entries in Thulo Cloud, allowing you to efficien... -
Troubleshooting Missing Payment Modes on Invoices
22/05/2024 16:23:49To add a new payment mode, go to Setup > Finance > Payment Modes and click on the top left button ... -
Hook for Accounting and Bookkeeping module
13/12/2025 20:58:091. The hook "after_expense_deleted" Path: application/models/Expenses_model.php Function: delete... -
General Accounting Settings
13/12/2025 21:41:34Audience: AdminType: Reference... -
Chart of Accounts
13/12/2025 21:37:51Audience: AdminType: Reference... -
Account detail types
13/12/2025 21:40:17Audience: AdminType: Reference... -
Create tax mapping setup
13/12/2025 21:35:09Audience: AdminType: Reference... -
Tax of Expense Mapping
13/12/2025 21:30:41Audience: AdminType: Reference... -
Create Expense Category Mapping
13/12/2025 21:32:04Audience: AdminType: Reference... -
Automatic Expense Mapping
13/12/2025 21:31:17Audience: AdminType: Reference... -
Create Payment Mode Mapping
13/12/2025 21:33:36Audience: AdminType: Reference... -
Create Item Mapping Setup
13/12/2025 21:35:39Audience: AdminType: Reference... -
Mapping Setup
13/12/2025 21:36:28Audience: AdminType: Reference... -
Invoice Mapping
13/12/2025 21:34:28Audience: AdminType: Reference... -
Payment Mapping from Sale Invoice
13/12/2025 21:32:43Audience: AdminType: Reference... -
Purchase Invoice Mapping (Part 1)
13/12/2025 21:23:45Audience: AdminType: Reference... -
Purchase invoice mapping ( Part 2)
13/12/2025 21:23:01Audience: AdminType: Reference... -
Purchase Order Mapping ( Part 1)
13/12/2025 21:25:22Audience: AdminType: Reference... -
Purchase Order Mapping (Part 2)
13/12/2025 21:24:41Audience: AdminType: Reference... -
Purchase Payment Mapping
13/12/2025 21:22:02Audience: AdminType: Reference... -
Payslip Mapping
13/12/2025 21:26:07Audience: AdminType: Reference... -
Assets Mapping
13/12/2025 21:15:56Audience: AdminType: Reference... -
Licenses Mapping
13/12/2025 21:15:09Audience: AdminType: Reference... -
Maintenance Mapping
13/12/2025 21:13:09Audience: AdminType: Reference... -
Component Mapping
13/12/2025 21:14:19Audience: AdminType: Reference... -
Consumable Mapping
13/12/2025 21:13:43Audience: AdminType: Reference... -
Manufacturing Order Mapping
13/12/2025 21:19:04Audience: AdminType: Reference... -
Depreciations Mapping
13/12/2025 21:12:31Audience: AdminType: Reference... -
Opening Stock Mapping
13/12/2025 21:26:40Audience: AdminType: Reference... -
Currency Rates Settings
26/01/2026 21:56:37Audience: AdminType: Reference... -
Bank Account
13/12/2025 21:37:02Audience: AdminType: Reference... -
Plaid environment & Setup Your Bank Account
13/12/2025 21:39:09Audience: AdminType: Reference... -
Add a vendor
13/12/2025 21:08:50Audience: Admin, FinanceType: Task... -
Add new bill and approve
13/12/2025 21:04:38Audience: Admin, FinanceType: Task... -
Opening Balance for Customer and Vendor
13/12/2025 20:58:43Audience: Admin, FinanceType: Task... -
Pay Bill With Bank Payment or Credit Card
13/12/2025 20:56:54Audience: Admin, FinanceType: Task... -
Pay Bill with Check
13/12/2025 21:03:31Audience: Admin, FinanceType: Task... -
Create new Check & Print
13/12/2025 20:50:45Audience: Admin, FinanceType: Task... -
Configure Checks
13/12/2025 20:51:44Audience: AdminType: Reference... -
Reprint Check
13/12/2025 21:01:04Audience: Admin, FinanceType: Task... -
Void Check
13/12/2025 21:01:43Audience: Admin, FinanceType: Task... -
Banking rules & Import bank transaction
13/12/2025 21:39:47Audience: Admin, FinanceType: Task... -
Match bank transaction
13/12/2025 21:07:11Audience: Admin, FinanceType: Task... -
Record a transfer
13/12/2025 21:09:27Audience: Admin, FinanceType: Task... -
Reconcile an account
13/12/2025 21:05:51Audience: Admin, FinanceType: Task... -
Create A Journal Entry
13/12/2025 21:11:51Audience: Admin, FinanceType: Task... -
Loss & Adjustment Mapping
13/12/2025 21:27:15Audience: AdminType: Reference... -
Credit Note Mapping
13/12/2025 21:29:52Audience: AdminType: Reference... -
Credit Note Refund Mapping
13/12/2025 21:29:09Audience: AdminType: Reference... -
Purchase Refund Mapping
13/12/2025 21:21:19Audience: AdminType: Reference... -
Sales Order Refund Mapping
13/12/2025 21:18:20Audience: AdminType: Reference... -
Inventory Receiving Voucher Mapping
13/12/2025 21:28:38Audience: AdminType: Reference... -
Inventory Delivery Voucher Mappping
13/12/2025 21:27:51Audience: AdminType: Reference... -
Purchase Order Return Mapping ( Part 1)
13/12/2025 21:20:27Audience: AdminType: Reference... -
Purchase Order Return Mapping ( Part 2)
13/12/2025 21:19:42Audience: AdminType: Reference... -
Sales Order Return Mapping
13/12/2025 21:17:42Audience: AdminType: Reference... -
Create a budget
13/12/2025 21:08:09Audience: Admin, FinanceType: Task... -
Calculate gross profit by product in the income statement
13/12/2025 21:00:27Audience: Admin, FinanceType: Reference... -
Change the accounting method on a report
13/12/2025 21:41:00Audience: Admin, FinanceType: Reference... -
Income Statement Modification
13/12/2025 21:42:17Audience: AdminType: Reference... -
SmartBooks Finance & Accountant Guide
26/01/2026 23:04:01Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Finance, Acc... -
SmartBooks Staff / Limited Access Guide
26/01/2026 23:06:17Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Staff, Non-F... -
SmartBooks Tenant Onboarding Checklist
26/01/2026 23:09:09Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Tenant Admin... -
SmartBooks FAQs & Common Questions
26/01/2026 23:13:49Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Tenant Admin... -
SmartBooks – Common Mistakes to Avoid
26/01/2026 23:17:06Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Admin, Finan... -
SmartBooks - Reports Overview
26/01/2026 23:45:47Reports Overview Audience: Admin, Finance, Business Owner... -
Banking and Cash Management Overview
26/01/2026 23:51:32Audience: Admin, Finance, Business OwnerType: Reference... -
SmartBooks Admin Guide
26/01/2026 23:01:52Thulo SmartBooks – Accounting & Bookkeeping Module Audience: Admin...