Start your accounting
- Accounting on Springly
- Accounting Obligations for Nonprofits
- Understanding the Accounting Concepts Used in Springly
- Choosing Your Accounting Method: Accrual Accounting or Not
- Set Up One or More Bank Accounts and Petty Cash
- Importing accounting history via the opening balance
Accounting entry
- [Beta] Bulk Import of Book Entries
- Enter an Expenditure / Revenue Book Entry
- Edit or Delete a Book Entry
- Delete One or More Test Entries
- Managing Payables and Receivables
- Enter a Refund or Credit Note Entry
Managing cash and cheques
- Best Practices for Petty Cash Management
- Managing Your Petty Cash Account with Cash Deposits and Withdrawals
- How to Handle a Negative Petty Cash Balance?
- Depositing a Check in Springly
- Marking a Check as Bounced
- Understanding Why a Deposit Slip Was Canceled or Has Disappeared
Manage your expense reports
Closing the books
- Understanding and Preparing Your Accounting Closing in Springly
- Performing Your Accounting Period Closing
- Reversing an Accounting Period Closing
- Recording Prepaid Expenses / Deferred Revenue
- Book entries for transactions in the next accounting period
- Recording an Invoice Not Received
Bank reconciliation
- Understanding Bank Reconciliation
- Tracking Reconciliation and Discrepancies
- Performing Your Bank Reconciliation
- Performing Bank Reconciliation by Importing Transactions
- What to do if bank transactions won't import?
- The connection between Linxo and Springly is no longer working for your organization. What should you do?
Accounting documents
- Reading and Exporting Accounting Records
- How to export your accounting documents from Excel to PDF?
- Search for Book Entries
- Exporting Transactions and Payments
- Downloading Invoices Linked to Book Entries
- The General Ledger