Resources

Learn how to get the most from your books

Articles, tutorials and guides on running your books, stock and payroll.

Articles on running your books, stock and payroll.

  • Accounting

    · 2 min read

    A month-end checklist for your books

    Eight quick checks to run at the end of each month, from pending approvals to the VAT reports, so your books are ready for your accountant.

  • Sales

    · 2 min read

    What happens when you approve an invoice

    Saving an invoice and approving it are two different steps. See what changes in your accounts, your stock and your tax when an invoice is approved.

  • Accounting

    · 2 min read

    How to read a trial balance

    A trial balance lists every account with its debit or credit balance. Learn what to look at, and what to do when the two sides do not match.

Short walk-throughs for the everyday jobs in Hexabooks.

  • Sales

    · 1 min read

    Record a sales invoice, step by step

    From choosing the customer to approving the invoice: what to fill in, what Hexabooks does for you, and what to do if you make a mistake.

  • HR and payroll

    · 1 min read

    Run payroll for the month

    Set up the pay parts once, then book each month's salary, check the payslips and approve them.

Longer guides on keeping your books, stock and staff records in order.

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