Accounting in Columbus handles money after operations: customer sales invoices, supplier purchase invoices, payments, and standard reports (trial balance, general ledger, outstanding balances).
What you can do
- Maintain a chart of accounts
- Create and submit sales and purchase invoices
- Record payments against open invoices
- Run trial balance, general ledger, and outstanding reports
- Enter manual journal entries when your accountant needs adjustments
How to get started
- 1
Open Accounting from the sidebar.
- 2
Ensure your chart of accounts is set up (your admin may run initial setup).
- 3
Create or open sales invoices (from trip options or Accounting).
- 4
Record payments when customers pay or you pay suppliers.
- 5
Use Reports for trial balance, ledger, and who still owes what.
Main areas
| Area | Purpose |
|---|---|
| Sales invoices | Money customers owe you |
| Purchase invoices | Money you owe suppliers |
| Payments | Cash in and out against invoices |
| Journal entries | Manual corrections and adjustments |
| Reports | Trial balance, GL, AR/AP outstanding |
Tips
- Submit invoices when figures are final - drafts can be edited; submitted documents need cancellation to reverse.
- Link invoices to trips via the commercial bridge so operations and finance stay aligned.
- Use outstanding reports for collections and supplier payment runs.
Common questions
Who can submit invoices?
Usually finance managers and admins. Operations may create drafts.
What is the difference between payment and journal entry?
Payments settle real invoices (customer paid, you paid supplier). Journal entries are manual accounting adjustments.
Where is profit and loss?
Under Accounting reports - derived from your chart of accounts and posted entries.
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