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v2026.05 · pro

Sales

Overview Quotes Invoices Credit Notes Bad debts Recurring Customer overview Customers (terms) One-off customers

Purchases

Overview Bills Expenses (paid) Purchase Orders Suppliers (terms) One-off suppliers

People

Employees Super funds Time entries Pay Run

Accounting

Journal Entries Templates Recurring Accounts

Banking

Bank Accounts Payments Statement Lines Reconciliation Bank Rules

Inventory

GST

Overview BAS worksheet Tax Codes ATO SBR

Reports

All Reports Statements

Assets & Setup

Fixed Assets Budgets Allocations Projects Prorate Calculator

Admin

Profile Settings Licence Companies Ranges Imports Audit License audit Branches Email log

ATO · sandbox API · ok

D

Demo (Sam)

admin

Sam Sole Trader

Create

Customers

Invoice Quote Receive payment Credit note Recurring invoice Customer

Suppliers

Bill Expense (paid) Purchase order Pay bill Supplier

People

Employee Super fund Time entry Weekly grid Pay run

Banking & Books

Journal entry Transfer Bank account Bank rule Reconcile Account

Other

Product / service Fixed asset Project Budget Import…

Imports / Chart of Accounts

Import Chart of Accounts

Upload a CoA CSV to add or update accounts — preview the diff before applying

Upload CSV

Download current CoA

CoA CSV File

Columns: code, name, account_type, parent_code, tax_code_default, reconcile

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