Chart of Accounts

• Creating a Chart of Accounts
• Adding an Asset Account
• Adding a Restricted Fund
• Adding a Liability Account
• Adding an Income Account
• Adding an Expense Account

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Asset Accounts

• Reconciling Accounts
• Navigating Asset Accounts
• Creating a Restricted Fund
• Exporting Asset Account Information to Excel
• Printing Asset Account Information

Liability Accounts

• Navigating Liability Accounts
• Exporting Liability Account Information to Excel
• Printing Liability Account Information

Income Accounts

• Navigating Income Accounts
• Exporting Income Account Information to Excel
• Printing Income Account Information

Expense Accounts

• Navigating Expense Accounts
• Exporting Expense Account Information to Excel
• Printing Expense Account Information

Fiscal Years

• Creating a New Fiscal Year
• Locking a Fiscal Year

Budgets

• Adding a Budget
• Pasting Budgets from Excel
• Exporting Budgets to Excel

Books

• Adding a New Book
• Switching Books
• Deleting a Book

Payees

• Adding a Payee
• Editing Payee Information
• Deactivating a Payee
• Reactivating a Payee
• Viewing Payee History

Paychex

• How do I export payroll information from Paychex?
• How do I import my Paychex file into 360 Ledger?

Users

• Changing User Settings
• Deleting a User
• Editing a User’s Roles
• Resending a User Invitation
• Adding a New User

Roles

• Deleting a Role
• Editing a Role
• Adding a Role
• Navigating Roles