To add a new currency, go to Setup > Finance > Currencies and click +New Currency...

Create new tax Thulo Cloud gives you the ability to add unlimited tax rates on your invoices/estimates/proposals et...

If you are using total to words in your transactions you need to add the currency words manually into the transaction. Thulo...

This article provides an overview of the three expense report types available in Thulo Cloud, helping you effective...

This article explains how to create recurring expenses in Thulo Cloud, simplifying expense management for ongoing c...

This article explains how to streamline your billing process by converting billable expenses directly into invoices...

This article explains how to create billable expenses for your customers in Thulo Cloud, simplifying the process of...

This article provides a step-by-step guide on creating new expense entries in Thulo Cloud, allowing you to efficien...

To add a new payment mode, go to Setup > Finance > Payment Modes and click on the top left button ...

This feature allows users to customize the format and appearance of printed checks including check number, routing number, bank account number, and additional display options like showing the bank address and dual signatures. Used to confi...

Step 1. Go to Checks menu under the Accounting module and configure check, see details at https://app.thulo.com/knowledge_base/article/configu...

Method 1. Pay each bill Step 1: Step 1: Go to the Bills and filter status by Approved  Step 2: Select a...

1. The hook "after_expense_deleted" Path: application/models/Expenses_model.php Function: delete...

Balance for customer Step 1. Go to Customer menu from the left sidebar  Step 2. Enter the Balance and as of at Profile me...

Gross Profit by Product: This report helps users calculate Gross Profit per individual produc...

Reprint is only used for checks whose status is Issued. If during the printing process there...

When the check hasn’t been cashed, you can void it by following the steps below: Step 1. Go to Checks menu under the Accounting module  Step 2. Select...

Step 1: Go to Bills menu-> Filter Status by Approved Step 2: Hover over th...

Add New Bill  Step 1. Go to Bills menu under the Accounting module  Step 2. Select the Add New Bill function Step 3. Enter...

Reconciliation will help us check if there are any errors in the accounts. Step 1. Go to Reconcile menu under the Accounting module in the left sidebar ...

Go to Banking -> select Banking Feeds --> First you have to choose a bank account, data will be obtained based on that bank account. All transactions retrieved from the bank o...

Create a Budget Step 1. Go to the Budget menu under the Accounting module Step 2. Click on the New...

Vendors are people or companies that you owe money to or subcontractors that work for you. If you are using the Purchase module, add a supplier at the Purchase module. If you do not use the Purchase module, the Suppli...

When you move money from one account to another, you'll need to record the transaction as a transfer Create a new transfer If you need to create a new transfer, here’s what to do: Step 1. Go to Transfer...

Journal entries are typically used as a last resort for recording transactions. You should only use them if you understand accounting principles or if advised by your accountant....

Used to map the item's depreciation value to each month. Manual Mapping  If the depreciation mapping setup is disabled, the  depreciation value ...

Used to map the cost of maintenance. Manual Mapping  If the maintenance mapping setup is disabled, the cost of maintenance is not automatically mapped. Manual mapping is required....

Used to map the value of consumable in the Fixed equipment module to the account.Mapped value = Purchase cost * QuantityAll consumable states can be mapped. Manual Mapping...

Used to map the value of component in the Fixed equipment module to the account.Mapped value = Purchase cost * QuantityAll component states can be mapped. Manual Mapping...

Used to map the value of license in the Fixed equipment module to the account.Mapped value = Purchase cost * SeatAll license states can be mapped. Manual Mapping  If the...

Used to map the purchase cost of assets in the Fixed equipment module to the account. All asset states can be mapped. Manual Mapping  If the ...

Mapping the return orders from Omni sales module to account The Sales Order Return transactions page only shows return orders with a status of Finish Manual Mapping...

Mapping the sales refund from Omni sales module to account Manual Mapping NOTE: If the sale refund mapping setup is disabled, th...

The Manufacturing order transaction page only shows manufacturing orders with a status of Done.It maps material cost and ...

Edit mapping Step1. Go to the Transactions menu -> Purchase -> Order return -> Click on the Edit  ...

The Order return transactions page only shows purchase order return with a Finish status...

Manual Mapping NOTE: If the purchase refund mapping setup is disabled, the purchase refund is not automatically...

Manual Mapping NOTE: If the purchase payment mapping setup is disabled, the purchase paymen...

Edit mapping Step1. Go to the Transactions menu -> Purchase -> Purchase invoice -> Click on the Edit  ...

If a Purchase invoice is generated from a Purchase order then this Purchase invoice cannot be mapped....

Edit mapping Step1. Go to the Transactions menu -> Purchase -> Purchase order -> Click on the Edit  ...

Manual Mapping NOTE: If the purchase order mapping setup is disabled, the purchase order is not automati...

In the report, the payslip will show on the last day of the month. That is, the October payslip is mapped to the last day of October.  When the payslip has a status of Closing, it will be displayed in the Transactions...

Opening stock does not map automatically. Opening stock will be mapped on the first day of the fiscal year...

Manual Mapping NOTE: If the loss & adjustment mapping is disabled, the loss & adjustment is not...

Manual Mapping NOTE: If the Inventory delivery voucher mapping is disabled, the inventory delivery voucher is not automatica...

Manual Mapping NOTE: If the Inventory receiving voucher mapping is disabled, the inventory receiving voucher is not automatically...

Step 1. Enable the Credit Note Refund mapping and Payment Mode Mapping...

Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  ->  Enable the Cr...

Step 1. Enable the Expense default  and Tax default so expenses tax is mapped to the accounts...

Step 1. When you enable the Expense category mapping, ...

Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  ->  Enable Expense category...

Step 1. Enable the Payment mapping...

Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  ->  Enable payment mode map...

NOTE: If  the Invoice: default for all item is turned off, the invoice is not automatically mapped. ...

Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the General tab  Step 2. Click on the Add ...

Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the ...

Mapping Setup: is used to set up automatic mapping for invoice, payment, credit note, expense, tax, payslip ...

Used to manage and create the bank accounts. Bank account list...

Account list ...

Setup section to connect to Plaid API. First we must have an account on Plaid APi. (https://plaid.com/). This configuration is used for...

The banking rules page is used to create and manage data for automatic classification of common recurring transactions. This configuration...

Go to the  Setting menu under the Accounting module in the left sidebar -> Select the Account detail types menu.  Used to add a detail type that is not available in the system. This...

To see the difference that two different accounting methods make in your reports, you can select a report to compare the results. To change the method used on an individual report: Go to ...

Go to the Setting menu under the Accounting module in the left sidebar -> Select the General menu ...

Income Statement Modification: used to create a row in the income statement and make a formula for that row. ...