Catacloud Servicedesk

How to create a new account or edit an existing one in the chart of accounts – including VAT code, dimension requirements, and supplier invoice settings.

Creating or editing an account in the chart of accounts

How to create, manage and use tags in Catacloud to categorise customers, suppliers, vouchers, projects and more.

How to use tags in Catacloud

Florence C.L.H. Kröger-Smedmann

How to use the accounting module: posting vouchers, reports, reconciliation and VAT.

Accounting

How to activate VAT in Catacloud and configure your products with the correct VAT code and account after your business registers for VAT.

Enabling VAT invoicing – how to set up Catacloud when your business becomes VAT registered

How to create, submit and correct a VAT return in Catacloud – including vouchers posted after submission and custom VAT codes.

VAT return: creating, submitting, reopening and correcting

Why the VAT code locks to "0 – No VAT treatment" on a VAT account, and how to post the amount correctly via a helper account so it's included in…

Posting to a VAT account: use a helper account

Overview of all VAT codes in Catacloud: what they mean, which rates they calculate, and which VAT accounts (2700–2716) they automatically post to.

VAT codes in Catacloud – complete overview and posting accounts

Everything about VAT in Catacloud – activation, VAT codes, reporting and settings.

How to handle documents in the voucher inbox – merge and split, copy vouchers, and record a multi-line EHF on a single line.

Voucher inbox: merge, split, copy, and record EHF

How to split a single invoice across several accounts, accrue the cost over several months, and add a department, project, or other dimension so it appears in reports.

Recording a supplier invoice: split costs, accrue, and add a dimension

How to avoid posting invoices without registering payment, and where to find an overview of posted but unpaid invoices in the accounts payable ledger.

Invoices posted but not paid – how to avoid it and find the overview

Corrected and reversed vouchers show up in open items and the voucher overview. Here's how to turn "Show transaction corrections" off or on under Settings → Display → Accounting.

How to show or hide corrected vouchers

Explains what attestation is, the difference between voucher and payment attestation, and how to configure who approves and how many approvers are required. Includes common errors.

Setting up approval (attestation) for vouchers and payments

Explains how to use the Approvals module to attest vouchers and payments: navigation, filters, approving, rejecting, and forwarding.

The Approval Module – approving vouchers and payments

How to handle supplier invoices from receipt to payment – attestation, approval and bank payment.

Voucher workflow

General ledger, trial balance, subledgers and open items - where they are, and how to download them.

How to find and export accounting reports

What dimensions are, which types exist, how to set them up, and how to use them on invoices and vouchers in Catacloud.

Dimensions and custom dimensions

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