Posts tagged #feature

One annual amount per account, with actuals drawn continuously from your books. Why a budget belongs in the general ledger and not in a spreadsheet.

The half-depreciated machine is where most accounting migrations go wrong. How fixed assets, legacy holdings and depreciation land correctly in Saldio.

From PDF to finished document: how Saldio reads ZUGFeRD and the Swiss QR code, identifies or creates the supplier – without sending it to a third party.

Billing rate and hourly wage kept apart, no mandatory login, an honest margin: how Saldio connects the employee register to projects and time tracking.

Bank reconciliation in Saldio: how payments are matched by reference, IBAN and amount, combined payments split and discounts or bank fees named.

Does the ledger balance match the bank statement? How to reconcile the bank account in Saldio at month-end, find differences and lock the period.

When did which invoice go to whom, did the email arrive, was the document opened? Email history, email log and the access log of online links in Saldio.

Create addresses, add contact persons and delivery addresses, import contacts from CSV, vCard or JSON: how Saldio manages customers and suppliers.

A customer's revenue, paid and open amounts and sending history on one page: how Saldio builds the digital customer file – straight from the documents.