Basics
What Do I Need to Do Each Month?
With your all-in-one accounting and compliance dashboard, you can manage your company's accounting online in one single place. Our goal is to save you time and focus on what you love to do. To ensure your accounting is completed correctly and on time, we need your collaboration. Specifically: 1. Upload all invoices before the 5th of each month You must upload all purchase and sales invoices from the current month by the 5th of the following month. For example, if it’s *Few readersWhat Are the Technical Requirements to Use the Companio Dashboard?
To ensure the best experience and avoid technical issues, please make sure your device meets the following requirements before using the Companio all-in-one accounting dashboard. Supported Web Browsers The dashboard works best on modern, updated browsers. Recommended: Google Chrome Also supported: Microsoft Edge, Safari, Mozilla Firefox, and Opera We strongly recommend keeping your browser updated to the latest version for optimal performance and security. SupportedFew readers
Dashboard Overview
Understanding My Monthly To-Do List in Companio
Your Home section is the heart of your all-in-one accounting dashboard. It helps you stay on top of your accounting every month by showing you what needs to be done, when, and where. Each month follows the same simple accounting cycle, divided into clear steps: From the 1st to the 5th: Invoices and Movements During the first days of the month, this section is active. Here you can: Upload your sales and purchase invoices of the previous month. Check if your bankFew readersHow to Create My First Invoice With Companio?
To invoice your customers, you have two options: Create an invoice quickly and just in a few clicks with our Invoicing tool. Manually create and upload an invoice. It's essential to include the following information in your sales invoices: Full Name: Include the full name of the customer or entity you are invoicing. Address: Specify the recipient's address. Invoice Number: Assign aFew readersHow to Upload My Invoices to Companio Monthly?
Uploading your sales and purchase invoices and keeping the monthly accounting up to date is very easy. These are the steps to follow: Whether you want to upload your sales or purchase invoices, go to the left section and choose the respective tab. If you want to upload sales invoices, select “Add Invoice” and choose your files, or drag and drop them into the designated area. You can select whether to upload them for the current or previous month. You can also see the date, status, andFew readersInvoice Forwarding Email: Automatically Send Invoices to Companio
Let’s look at two common scenarios: Your company is paying for a subscription to a service that sends you invoices every month by email. This means that every month, you receive the email, download the invoice, log in to Companio, and upload the file to the “Expenses” section. Your online store generates a sales invoice every time a customer purchases one of your products. When you receive the email, you need to save the document to your computer and later upload it to your Companio dashboaSome readersOpen Banking Banks: How to Connect Them?
This article is useful for Open Banking solutions such as Revolut Business, LHV, Stripe, or Paypal. If youSome readersNon-Open Banking Banks: How to Connect Them?
The process is similar if you have a bank account with an API key. These are the steps to follow: Mollie Let's see now how to connect your Mollie bank account. Select the bank account. To link the Mollie account of your company in the dashboard, you must obtain a special token that allows us to access the Mollie API. Using this key, we can obtain your bank statements automatically to make the bank reconciliation. You can find more information about where you can find your APSome readersHow to Manually Upload My Bank Statements?
Unfortunately, not all banks offer API integration, and for these cases, we will need you to download your bank statements of all currencies (i.e. your accounts in USD, EUR, etc.) and upload them regularly. How regularly? Ideally, at the end of each week, but at least at the beginning of the following month (before the 5th). This allows us to work on your accounting throughout the month, instead of doing everything at the last minute.Some readersHow to Match Bank Movements with Invoices?
The invoice matching process can be done from two different sections of your dashboard: A) From the Transactions section In the Transactions main screen, you’ll see a list of your company’s bank transactions. Check the Status column to identify those still marked as “Unmatched.” To match a transaction, click the three-dot menu on the right-hand side. From there, you can: Match it with an existing sales invoice. Match it with an existing purchase invoice.Few readersHow Do I Add a New User in Companio?
Follow these steps: Go to the "Settings" section, "Team" tab. Click on "Add user" (only representative users can add new members). Fill out the form with the user's information: In this form, choose the role for the new user: Admin: They have access to all company information and can make any changes except adding or removing users. Accountant: They manage documents, bFew readers