Accounting — User Guide

A complete, task-oriented guide to the Hitaji 360 Accounting module for accountants, bookkeepers, finance managers, and business owners.

Hitaji 360 is multi-business: each business you run keeps its own isolated set of accounts and transactions in its own accounting book. Before you record anything, make sure the correct business is selected in the business switcher at the top of the app.

📷 Screenshots are added in a later pass. For now each page names the exact route (e.g. /accounting/invoices) and the on-screen buttons to click.

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Getting Started

• Overview & setup checklist
• Accessing accounting, businesses & roles
• Chart of Accounts
• Opening Balances
• Number Series
• Import a Chart of Accounts (Import Wizard)
• Quick Search & Quick Create

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Basics

• Accounting Basics
• The Accounting Dashboard

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Masters

• Contacts (Customers & Vendors)
• Categories
• Taxes
• Withholding Tax
• Payment Terms

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Transactions

Sales

• Sales Invoices
• Quotations
• Credit Notes & Sales Returns

Purchases & Spending

• Purchase Bills
• Debit Notes & Purchase Returns
• Expenses & Expense Claims
• Petty Cash

Money Movement

• Payments
• Payment Reconciliation
• Bank Reconciliation
• Debts (Money Lent)
• Bank Loans

Manual & Repeating Entries

• Journal Entries
• Journal Templates
• Recurring Transactions

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Budgeting

• Cost Centers
• Budgets

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Financial Reports

• Reports Overview
• Trial Balance
• General Ledger
• Balance Sheet
• Profit & Loss Statement
• Cash Flow
• Aged Receivables & Payables
• Cost-Center P&L

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Periods & Compliance

• Accounting Periods
• Closing a Period
• Reopening a Period
• Year-End Close
• EFRIS e-Invoicing
• Audit Trail

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Settings

• Workspace Settings
• Print & Document Templates
• Report Presets & Scheduling
• Overdue Reminders

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Approvals & Workflows

Expenses, invoices, bills, budgets and journal entries all move through an approval workflow (Draft → PendingApproval → Approved). Who has to sign off — and above what amount — is configured organisation-wide, not per accounting screen:

• Workflows & Approvals — User Guide

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Looking for engineering internals instead? See the Developer Guide.