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. As it’s blank, you...
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...