Using Wafeq

• Getting started with Wafeq
  • Getting started with Wafeq
  • Setting up opening balances for your accounts
  • Setting up customers and vendors opening balances
  • Moving from Xero to Wafeq
  • Moving from QuickBooks to Wafeq
• Importing your data
  • Importing your data 1/4: Contacts
  • Importing your data 2/4: Invoices and Bills
  • Importing your data 3/4: Expenses
  • Importing your data 4/4: Inventory
  • Setting up customers and vendors opening balances
  • Setting up opening balances for your accounts
  • Moving from Xero to Wafeq
  • Moving from QuickBooks to Wafeq
• Account settings and user permissions
  • Inviting users and managing users permissions
  • How can I share feature requests?
• Contacts
  • Importing your data 1/4: Contacts
• Invoicing and receipts
  • Creating and sending an invoice
  • Creating a recurring or scheduled invoice
  • Recording sales from a Point of Sale with Simplified Invoices
  • Recording a customer invoice payment
  • Recording bank fees and invoice payments
  • Recording a customer advance or downpayment
  • Sending a payment receipt to your customer
  • Writing off an invoice
  • Choosing an account for an invoice or bill line item
  • Offering discounts in fixed amounts
  • Adding a Stamp or Signature
  • Why can't I see all my accounts in the Paid through drop-downs?
  • Hide or rename line item columns
  • Importing your data 2/4: Invoices and Bills
• Quotes
  • Creating a quote for your customers
  • Converting a quote to an invoice
  • Offering discounts in fixed amounts
  • Adding a Stamp or Signature
  • Why can't I see all my accounts in the Paid through drop-downs?
• Credit notes
  • What are credit notes for?
  • Credit notes: issue, apply to invoice or refund
• Bills
  • Importing your data 2/4: Invoices and Bills
  • Creating a bill
  • Recording a bill payment
  • Recording a supplier advance or downpayment
  • Choosing an account for an invoice or bill line item
  • Why can't I see all my accounts in the Paid through drop-downs?
• Chart of accounts
  • Setting up your chart of accounts
  • Organizing your Chart of Accounts with sub-accounts
  • What are Accounts Receivable?
  • Why can't I delete an account?
  • Why can't I see all my accounts in the Paid through drop-downs?
• Banking and reconciliation
  • Importing your bank account and reconciling transactions
  • Setting up an opening balance for your bank account
  • Entering initial capital contributions
  • Entering transactions in a bank or petty cash account
  • Recording bank fees and invoice payments
  • Recording bank or petty cash transactions
  • Exchange gain or loss for invoices in foreign currencies
• Manual journals
  • Manually recording transactions
  • Setting up opening balances for your accounts
• Exchange rates
  • Exchange gain or loss for invoices in foreign currencies
• Items and inventory
  • Importing your data 4/4: Inventory
  • Setting up an initial quantity on hand for an inventory item
  • Tracking inventory
  • Adjusting your inventory
  • Invoicing for inventory items
  • Billing for inventory items
• Expenses
  • Importing your data 3/4: Expenses
  • Using the Expenses sheet to enter expenses
  • Handling expenses paid by the owner
  • Submitting expense claims as an employee
  • Managing expense claims
  • Exchange gain or loss for invoices in foreign currencies
  • Why can't I see all my accounts in the Paid through drop-downs?
• Fixed Assets
  • Record and depreciate fixed assets
• Payroll
  • Running Payroll
  • Submitting expense claims as an employee
  • Managing expense claims
  • How do I email payslips PDFs to my employees?
  • Why can't I see all my accounts in the Paid through drop-downs?
• Projects
  • Tracking project profitability
• Reports
  • Viewing customers' statement of account
  • Creating a bill
• Integrations
  • Connecting your Stripe account to Wafeq
  • Configuring Foodics integration with Wafeq
• Using sheets view
  • Using Wafeq Sheets
  • Managing expense claims
  • Using the Expenses sheet to enter expenses