Catégories

Accounting

Accounting

From the smallest to the largest business, bookkeeping is a crucial part of running an organization.

With our accounting software you will find several functions that will allow you to carry out all the accounting operations of your company.

Among other things, you can create invoices, enter payments from your customers and disbursements from your business.

This is your best tool for planning your fiscal year thanks to, among other things, a budget and an income statement.

You will also have access to various reports essential to the day-to-day management of your business.

Here are some of them: disbursement reports, payment reports, payment reports, statement of account, remittance of taxes, etc.

In addition we offer more specific options:

Subcontractor certificate
Purchase Orders
Work in progress
List of suppliers
Mileage expenses
Inventory management by warehouse

Result status

By Accounting, Accounting report, Configure your Collabox, Digital transformation, Result status

The income statement reflects the company’s finances in real time. It is an accounting tool linked to several elements, including budget items and the projected budget.

For more information on budget items, please refer here.

Create a budget forecast

The budget forecast is a very important tool for a company that wants to stay in control of its business. To produce a budget forecast, first go to the main menu “Accounting”.

Then select the “Results Report” feature from the left-hand menu.

Now add a budget and indicate the base year.

Be sure to check that your organization preferences match the year of the budget. In the left-hand menu “Organization”, select the “Accounting” tab.

Then, scroll down to that function and check it if necessary. For example, for the fiscal year beginning April 1, 2022 and ending March 31, 2023, the budget year will be 2022 if the box is not checked, but 2023 if you choose to check it.

After creating a new budget, you will see an entry page where all your budget items will be presented according to the “Income” tab and the “Expenses” tab. It’s your turn to play and fill in the fields according to your needs.

View the results report

To access your real time data, go back to the main menu “Configuration”, then to the left menu “Results report”. Choose the right reference year and open the link.

All expenses entered in the Collabox, as well as all invoices and tax remittances will appear as they occur. You can choose to display or not the “planned budget”, as well as the “remaining budget”.


You can also hide the summary at the top of the page or download an Excel file to send to a third party, for example your accountant.

The alt attribute of this image is empty, its file name is download-states-results-excel-1024x209.png.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Personalize your invoices

By Accounting, Billing

The Collabox invoicing module allows you to generate professional-looking invoices dynamically and almost automatically.

Collabox generates invoices in PDF format, which allows you to send them to your customers easily by email from Collabox or your personal email.

Although the layout is unlimited, we offer some basic templates that can be customized with your logo, basic information, tax numbers, etc. In addition, a pre-recorded thank you message will appear on your invoice.

If you have some notions of graphics and you master Photoshop software, it is possible for you to personalize your invoices yourself since we provide you with a Photoshop file of our basic model.

Once you have modified the file, simply email it to us and we will associate it with your account.

That’s it and your invoice template is completely personalized!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274