> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting — User Guide

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

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.*

## Getting Started

* [Overview & setup checklist](/accounting/user/getting-started/overview)
* [Accessing accounting, businesses & roles](/accounting/user/getting-started/accessing-accounting)
* [Chart of Accounts](/accounting/user/getting-started/chart-of-accounts)
* [Opening Balances](/accounting/user/getting-started/opening-balances)
* [Number Series](/accounting/user/getting-started/number-series)
* [Import a Chart of Accounts (Import Wizard)](/accounting/user/getting-started/chart-import)
* [Quick Search & Quick Create](/accounting/user/getting-started/quick-search)

## Basics

* [Accounting Basics](/accounting/user/basics/accounting-basics)
* [The Accounting Dashboard](/accounting/user/basics/dashboard)

## Masters

* [Contacts (Customers & Vendors)](/accounting/user/masters/contacts)
* [Categories](/accounting/user/masters/categories)
* [Taxes](/accounting/user/masters/taxes)
* [Withholding Tax](/accounting/user/masters/withholding-tax)
* [Payment Terms](/accounting/user/masters/payment-terms)

## Transactions

**Sales**

* [Sales Invoices](/accounting/user/transactions/sales-invoices)
* [Quotations](/accounting/user/transactions/quotations)
* [Credit Notes & Sales Returns](/accounting/user/transactions/credit-notes)

**Purchases & Spending**

* [Purchase Bills](/accounting/user/transactions/purchase-bills)
* [Debit Notes & Purchase Returns](/accounting/user/transactions/debit-notes)
* [Expenses & Expense Claims](/accounting/user/transactions/expenses)
* [Petty Cash](/accounting/user/transactions/petty-cash)

**Money Movement**

* [Payments](/accounting/user/transactions/payments)
* [Payment Reconciliation](/accounting/user/transactions/payment-reconciliation)
* [Bank Reconciliation](/accounting/user/transactions/bank-reconciliation)
* [Debts (Money Lent)](/accounting/user/transactions/debts)
* [Bank Loans](/accounting/user/transactions/bank-loans)

**Manual & Repeating Entries**

* [Journal Entries](/accounting/user/transactions/journal-entries)
* [Journal Templates](/accounting/user/transactions/journal-templates)
* [Recurring Transactions](/accounting/user/transactions/recurring-transactions)

## Budgeting

* [Cost Centers](/accounting/user/budgeting/cost-centers)
* [Budgets](/accounting/user/budgeting/budgets)

## Financial Reports

* [Reports Overview](/accounting/user/reports/overview)
* [Trial Balance](/accounting/user/reports/trial-balance)
* [General Ledger](/accounting/user/reports/general-ledger)
* [Balance Sheet](/accounting/user/reports/balance-sheet)
* [Profit & Loss Statement](/accounting/user/reports/profit-and-loss)
* [Cash Flow](/accounting/user/reports/cash-flow)
* [Aged Receivables & Payables](/accounting/user/reports/aged-receivables-payables)
* [Cost-Center P\&L](/accounting/user/reports/cost-center-pnl)

## Periods & Compliance

* [Accounting Periods](/accounting/user/periods-compliance/accounting-periods)
* [Closing a Period](/accounting/user/periods-compliance/period-close)
* [Reopening a Period](/accounting/user/periods-compliance/period-reopen)
* [Year-End Close](/accounting/user/periods-compliance/year-end-close)
* [EFRIS e-Invoicing](/accounting/user/periods-compliance/efris-einvoicing)
* [Audit Trail](/accounting/user/periods-compliance/audit-trail)

## Settings

* [Workspace Settings](/accounting/user/settings/workspace-settings)
* [Print & Document Templates](/accounting/user/settings/print-templates)
* [Report Presets & Scheduling](/accounting/user/settings/report-presets)
* [Overdue Reminders](/accounting/user/settings/reminders)

## 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](/workflows/user/index)

***

Looking for engineering internals instead? See the [Developer Guide](/accounting/developer/index).