30-day free trial. No payment required. Start free

Product

Platform overviewExplore all 10 modules

Finance & compliance

Accounting Payroll Asset Management

Sales & customers

CRM Point of Sale

Operations

Inventory Procurement

Industry extensions

Restaurant Pharmacy

Solutions

Professional services Retail and shops Inventory and distribution Restaurants Pharmacies

Resources

Help Center Guides and articles Customer stories About SikaBooks Contact and support Book a walkthrough

Start free trial

Finance teams and business owners

Accounting user manual

Invoices, bills, banking, tax, ledgers, and financial reporting.

Accounting workspace in SikaBooks — The Accounting workspace. Screen contents vary by permissions and configuration.

16 articles

Workflows and guidance

01 Getting StartedWelcome to the SikaBooks Accounting Module. This manual covers the live accounting workspace as it currently runs in SikaBooks for Ghanaian businesses. SikaBooks provides accountin... 02 CustomersCustomers are the people and businesses you sell to. Every invoice must be linked to a customer. Where to find it: Sidebar > Sales > Customers 2.1 Creating a Customer Go to S... 03 InvoicesInvoices are sales documents you send to customers requesting payment for goods or services. Where to find it: Sidebar > Sales > Invoices 3.1 Invoice Lifecycle An invoice mov... 04 Payments ReceivedPayments Received tracks money collected from customers against invoices. Where to find it: Sidebar > Sales > Payments Received 4.1 Recording a Payment Go to Sales > Payme... 05 VendorsVendors are the businesses and individuals you purchase from. Every bill must be linked to a vendor. Where to find it: Sidebar > Purchases > Vendors 5.1 Creating a Vendor Go... 06 Procurement IntegrationPurchase Orders are no longer managed in the Accounting workspace itself. 6.1 Where Purchase Orders Live Now If the Procurement module is enabled: Purchase Orders are managed in Pr... 07 BillsBills are purchase documents from vendors and represent amounts you owe. Where to find it: Sidebar > Purchases > Bills 7.1 Bill Lifecycle Bills use these operational statuses... 08 Payments MadePayments Made tracks money paid to vendors against bills. Where to find it: Sidebar > Purchases > Payments Made 8.1 Recording a Payment Go to Purchases > Payments Made and... 09 BankingThe Banking area manages bank accounts, transactions, imports, categorization, and reconciliation. Where to find it: Sidebar > Banking 9.1 Bank Accounts Go to Banking > Bank... 10 Chart of AccountsThe Chart of Accounts defines the accounts used by the ledger. Where to find it: Sidebar > General Ledger > Chart of Accounts 10.1 Account Types SikaBooks supports the major... 11 Journal EntriesJournal entries are the manual double-entry tools of the ledger. Where to find it: Sidebar > General Ledger > Journal Entries 11.1 Understanding Double-Entry Every posted ent... 12 Financial ReportsSikaBooks generates accounting and compliance reports from posted data. Where to find it: Sidebar > Reports Core financial statements support PDF and Excel export. Some tax and... 13 Tax & ComplianceSikaBooks includes Ghana-focused tax workflows for VAT, NHIL, GETFund, and WHT. Where to find it: Sidebar > Tax & Compliance 13.1 Tax Rates and Groups Use Ghana Tax > VAT... 14 Fiscal Periods & Year-EndFiscal periods control posting windows, and year-end close finalizes annual books. Where to find it: Sidebar > Tax & Compliance > Period Management 14.1 Generating Fiscal... 15 Approvals & Audit TrailApproval workflows add controlled authorization. The audit trail records change history. Where to find it: Sidebar > Tax & Compliance 15.1 Approval Queue Go to Approvals to... 16 Settings & ConfigurationAccounting settings are managed from the Accounting Settings hub. Where to find it: Sidebar > Settings > Accounting Settings Access is controlled by the accounting settings p...