Introduction
WIZniche, tailored for small business operations, is an all-encompassing management solution, encapsulating a range of functionalities from estimating and invoicing to job and asset management. A pivotal aspect of harnessing the full potential of WIZniche lies in its meticulous accounting setup. This guide is crafted for administrative users, delineating the steps to configure the accounting structure within the app, fostering a seamless financial workflow.
Accessing Accounting Settings
Navigation:
From any interface within the app, direct your attention to the sidebar.
Select 'Settings'.
From the setting panel, choose 'Accounting'.
Accessibility Note:
The accounting settings are exclusive to admin accounts, enabling admins to configure these settings to accommodate the financial engagements of their employees or technicians.
Preferred Invoice Terms
Navigate to the field labeled 'Preferred Invoice Terms.'
A drop-down menu avails the following options:
Due Upon Receipt: Payment is expected immediately upon receipt of the invoice.
Net 15: Payment is due 15 days post the invoice date.
Net 30: Payment is due 30 days post the invoice date.
Net 60: Payment is due 60 days post the invoice date.
Billing Email Address
In the designated field, input the billing email address.
This email serves as the conduit for invoicing and payment notifications.
Tax Computation
Toggle the option 'Tax Computation Enabled' if your enterprise necessitates transaction tax calculations.
Upon activation, populate the 'Tax Rate' field with the applicable tax rate.
Intuit Activation Note: Tax computation must be enabled if Intuit is activated.
Enable Intuit
Toggle the 'Enable Intuit' option to amalgamate Intuit services with your app, augmenting the accounting functionalities.
Connect to QuickBooks
Click on 'Connect to QuickBooks' to synchronize your QuickBooks account with the app, fostering unified accounting operations.
Conclusion
The essence of streamlined financial operations in WIZniche is rooted in a well-structured accounting setup. Admins are the linchpin in configuring this setup, ensuring precise financial records and a seamless financial workflow. By adhering to the steps delineated above, admins can effectively leverage the robust accounting functionalities of WIZniche, paving the way for a financially sound and compliant organizational operation.
Please review our support resources or contact our support team for more detailed guidance or assistance.