Learning
Go to Wiise
Accounting Practices
Getting Started
Finding your way around
Company Set Up
Notifications & Shortcuts
Glossary of Terms
Account Management
User Set Up
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
Sales & Receivables
Customers
Orders & Invoices
Receipts
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
Accounting Practices
Journals
Chart of Accounts
Bank Reconciliation
Payment Reconciliation
Fixed Assets
Inventory & Supply Chain
Sales & Unit Prices
Requisition Worksheets
Inventory
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Back to home
Learning
Accounting Practices
Getting Started
Finding your way around
Company Set Up
Notifications & Shortcuts
Glossary of Terms
Account Management
User Set Up
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
Sales & Receivables
Customers
Orders & Invoices
Receipts
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
Accounting Practices
Journals
Chart of Accounts
Bank Reconciliation
Payment Reconciliation
Fixed Assets
Inventory & Supply Chain
Sales & Unit Prices
Requisition Worksheets
Inventory
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Accounting Practices
Budgets, journals, chart of accounts, multi entity, multi currency, cashflow and banking.
Journals
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
How to add and define your own fields
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
