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Accounting Integration Overview

Accounting Integration Overview

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Accounting Integration Overview

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Evopos has its own built-in Accounting system, however there may be specific reasons where you need to use a different accounting program for the financial Accounts. (Note: Using multiple programs will normally involve a certain amount of additional work and double handling).

When using another Accounting system you would still enter your Sales and Payments Received in Evopos. And use Evopos for a comprehensive breakdown of sales, payments, stock and debtors for individual customers.

You would then use the other accounting program for entering Purchase transactions, Bankings etc and producing your Profit and Loss etc. The total debtor’s figures should be the same on Evopos and on the other Accounts program however Evopos will show it itemized Debtors figure for each customer whereas the other system will just have a total summary figure.

There are different options to send the sales and payment details from Evopos to your accounting program:

Entering the amounts manually  - From figures produced in Evopos report(s)

Creating an Export File - Data is exported from Evopos into a file and then imported into your accounts program

Automatic Integrations - Some integrations such as Xero are automated so you do not have to create an Export File and Import

The period you do at a time can vary, it can be Daily, Weekly or Monthly. Monthly is less work

Alternatively you can do by Batch (End of Day - Z Report), however this less common as we have found it is better to correct any operator errors in Evopos after doing the End of Day batch and then create the Export file by a definite date range (as above).

Note: Additional entries may need to be made in the other Accounting system for:

Adjusting the stock value

Tax on Used Vehicle sold under the Used Vehicle Tax scheme

Trade-Ins purchase transactions

 

See sub sections in Overview and sections on individual integrations for more details