How do I transition my bookkeeping into the next year?
At the end of each calendar year, Animana automatically generates an empty book for the new year. Since it’s empty,...
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The Balance Cash/Bank feature explained
The “Balance Cash/Bank” feature provides the ability to view, add, and edit cash and card transactions. This article will show... -
How do I allocate insurance payments?
After a claim has been sent to an insurance company you may receive full or partial payment from the insurance... -
How do I process incoming bank payments?
Depending on whether or not you allow it clients can pay their invoices via a bank transfer. The moment the... -
How do I update the status of an invoice that was only partially covered by the insurance?
When you have received a partial payment from the insurance company after sending a claim, you first process that partial... -
How do I create a Cash and Payment Differences report?
If a client pays too much or not enough, a payment difference arises. If your cash count doesn’t match the... -
How do I create a report which shows me all the payments I have received?
For accounting purposes, you’ll need an overview of all your registered payments. This article explains how to extract this overview... -
How can I see my Monthly Balance Sheet?
This article will explain how you can view your monthly balance sheet. The monthly balance sheet shows all transactions (by... -
How do I add a start amount to a ledger?
Sometimes, it is necessary to create a new ledger, and in such cases, the starting balance for that account is...