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Learn how to use PluralBooks effectively
Accounting Workflows
15 articles in this category
Chart of Accounts — Getting Started
Understand your Chart of Accounts, how accounts are structured, and how to manage them in PluralBooks.
Recording Direct Expenses
How to record direct expenses in PluralBooks, including tax handling and payment methods.
Managing Supplier Bills
How to record supplier bills (credit purchases), track payables, and manage your AP cycle.
Paying Supplier Bills
How to record supplier payments, settle bills, and track your bank balance.
Creating Sales Invoices
How to create sales invoices, apply VAT and WHT, and track your receivables.
Receiving Payments from Customers
How to record customer payments, settle invoices, and keep your AR accurate.
Bank Accounts and Reconciliation
Managing bank accounts in PluralBooks and keeping your balances in sync with actual bank statements.
Financial Reports — Trial Balance, P&L, Balance Sheet
Understanding and using the three core financial reports in PluralBooks.
Tenant Settings and Tax Configuration
Configure your tenant's tax settings, posting map, and feature flags.
Period Locks and Financial Controls
How to lock financial periods, prevent back-dated entries, and maintain audit integrity.
Journal Entries — Double-Entry Posting
How double-entry journal posting works in PluralBooks, including balance validation and period locks.
Multi-Currency Transactions
How to handle transactions in foreign currencies and record exchange rate gains/losses.
Payroll — Multi-Currency Payroll & FX Funding (Compliance Notes)
Run payroll in multiple currencies and fund from matching currency accounts; treatment of FX and compliance reminders.
Entitlements, Usage Meter, and the Upgrade CTA
How plan entitlements are enforced, how usage is counted, and when to show Upgrade.
Pricing & Plans — Caps, Overages, and What's Included
Plan limits for users, payroll employees, and transaction caps; friendly overages and upgrades.