Learning
Go to Wiise
Accounting Practices
Getting Started
Finding your way around
Company Set Up
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
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
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
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.
Budgets
How to get Research and Development (R&D) tax credits
Journals
How to import transactions from CSV and text documents into journal lines
How to set up journal opening balances for a new company
Working with Journals
Review and finalise expenses
Chart of Accounts
How to add and define your own fields
Run a trial balance
Cashflow Management
Prepare cashflow statements
Bank Reconciliation
How to set up bank and payment reconciliations using bank feeds
Do a bank reconciliation
Approval Workflows
Setup a delegation of authority
Month-End Processes
Perform your month-end close
Year-End Close
Prepare information for auditors
Carry out balance sheet reconciliations
Payment Reconciliation
How to filter documents to apply or review payments
How to use match confidence fields to apply payments
New Zealand
Chart of Accounts | Wiise New Zealand