Accounting videos

Invoices, bills, payments and reports — books that keep themselves.

Overview

For anyone new to PanLuma's Accounting module

Accounting in two minutes

What Accounting is, where things live in it, the four words it uses — invoice, receipt, bill and payment — and the job you'll do most: billing a customer.

Step by step

For business owners and office managers — no accounting background needed

Accounting for business owners — your books, without the jargon

The onboarding walkthrough for a business owner who is not an accountant: what an invoice, a bill, a receipt and a payment are, sending your first invoice and recording the money against it, letting a shipped order invoice itself, scanning a supplier bill and paying it, reconciling the bank, and the three questions the reports actually answer — plus, once, what your accountant will want and where it already is.

In depth

For CFOs, controllers and accountants

Accounting for finance leaders — one ledger, fed by the whole business

How PanLuma's Accounting holds up for a finance team, filmed on a company with a US parent and a Hong Kong subsidiary: a full double-entry ledger fed directly by shipments, carrier costs and the warehouse, a chart shaped to the business, bank feeds and reconciliation that learns, multi-currency with revaluation, intercompany and consolidated statements, the close and its controls, and the reports a CFO reads.

Videos for other modules

Follow along in the product

Open the live demo and make the same clicks with real data already loaded.