Accounting

Account Categories

Adding a New Account Category

  1. Open Curacubby
  2. Click "Miscellaneous" under the Settings section of the left sidebar
  3. The "Chart of Accounts" section will be open by default
  4. Click "+ Add New"
  5. Click on the new account name to rename the account
  6. Type in the new account name

Tutorial: https://www.iorad.com/player/1659240/Adding-a-New-Account-Category

Set a Common Line Item

Setting a common line item brings that line item to the top of the results when adding a line item to an invoice. This is useful when you know you are going to use the same line item multiple times.

  1. Open Curacubby
  2. Click "Miscellaneous" under the Settings section of the left sidebar
  3. Click "Common Line Items"
  4. Click "+ Add New"
  5. Type your "Description"
  6. Input the "Unit Price"
  7. Click on "Unspecified" to assign the account category
  8. Click the checkbox next to the desired account category
  9. Click the checkmark on the far right to save

Tutorial: https://www.iorad.com/player/1659254/Set-a-Common-Line-Item