Learning
Go to Wiise
Accounting Practices
Getting Started
Finding your way around
Company Set Up
Setting up bank feeds
Notifications & Shortcuts
Glossary of Terms
Wiise Academy
Account Management
Administrative Tasks
User Set Up
Adding Users
Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
About Wiise Payroll
Setting Up Wiise Payroll
Set up Wiise Payroll Users
Setting Up Employees
Integrating Timesheets
Rostering
EOFY
Process Pay Run
Superannuation
New Zealand
Sales & Receivables
Customers
Sales Orders & Invoices
Sales Returns & Credits
Invoices & Credits
Sales Journals
Purchases & Payables
Vendors
Purchase Orders & Invoices
Purchase Returns & Credits
Payments
Purchase Journals
New Zealand
Accounting Practices
Wiise Academy
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Payment Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
New Zealand
Fixed Assets
Set up Fixed Assets
Purchase Fixed Assets
Depreciate Fixed Assets
Dispose Fixed Assets
Report Fixed Assets
EOFY Fixed Asset Procedures
Inventory & Supply Chain
Inventory
Advanced Warehousing
Sales & Unit Prices
Wiise Purchase Approvals
Wiise Landed Cost
Supply Planning
Wiise Warehouse OnTime
About OnTime
Basic Warehouse
Advanced Warehouse
Connected Apps & Services
Microsoft Apps
Banking
Other Apps
Power BI
Service Management
Support, Data Security & Updates
General
Updates
Data Security
Microsoft Docs
Back to home
Learning
Accounting Practices
Getting Started
Finding your way around
Company Set Up
Setting up bank feeds
Notifications & Shortcuts
Glossary of Terms
Wiise Academy
Account Management
Administrative Tasks
User Set Up
Adding Users
Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
About Wiise Payroll
Setting Up Wiise Payroll
Set up Wiise Payroll Users
Setting Up Employees
Integrating Timesheets
Rostering
EOFY
Process Pay Run
Superannuation
New Zealand
Sales & Receivables
Customers
Sales Orders & Invoices
Sales Returns & Credits
Invoices & Credits
Sales Journals
Purchases & Payables
Vendors
Purchase Orders & Invoices
Purchase Returns & Credits
Payments
Purchase Journals
New Zealand
Accounting Practices
Wiise Academy
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Payment Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
New Zealand
Fixed Assets
Set up Fixed Assets
Purchase Fixed Assets
Depreciate Fixed Assets
Dispose Fixed Assets
Report Fixed Assets
EOFY Fixed Asset Procedures
Inventory & Supply Chain
Inventory
Advanced Warehousing
Sales & Unit Prices
Wiise Purchase Approvals
Wiise Landed Cost
Supply Planning
Wiise Warehouse OnTime
About OnTime
Basic Warehouse
Advanced Warehouse
Connected Apps & Services
Microsoft Apps
Banking
Other Apps
Power BI
Service Management
Support, Data Security & Updates
General
Updates
Data Security
Microsoft Docs
Accounting Practices
Budgets, journals, chart of accounts, multi entity, multi currency, cashflow and banking.
Wiise Academy
Accounting Practices in Wiise
Budgets
How to get Research and Development (R&D) tax credits
Journals
Working with Journals
Review and finalise expenses
How to import transactions from CSV and text documents into journal lines
How to set up journal opening balances for a new company
Chart of Accounts
Add and define Wiise custom fields
Run a trial balance
Cashflow Management
Prepare cashflow statements
Bank Reconciliation
Do a bank reconciliation
How to set up bank and payment reconciliations using bank feeds
Payment Reconciliation
How to filter documents to apply or review payments
How to use match confidence fields to apply payments
Approval Workflows
Setup a delegation of authority
Month-End Processes
Perform your month-end close
Reconcile inventory balances
Close inventory period
Assign recurring user tasks
Run an aged accounts payable report
Run an aged accounts receivable report
See more
Year-End Close
Prepare information for auditors
Carry out balance sheet reconciliations
Close accounting periods
Closing the financial year
Prepare for Year-End Close
See more
New Zealand
Chart of Accounts | Wiise New Zealand
