Summary
The KLARA chart of accounts is stored by default and cannot be customized. Instead, the corresponding tag is set for each business transaction, depending on the type of booking.
Using business transactions and tags
Tags are stored for each booking and included in your income statement. You can find more information about tags in the following article.
Example of how to use them
- You receive an invoice from your telecommunications provider, which you upload via Accounting > Upload and then post under "Book".
- Instead of entering an account number from the chart of accounts, simply enter "Telephone."
- KLARA suggests which business transaction you can use to post this expense. The corresponding accounts are posted here. You then need to select a tag within the account.
If you are unsure how to set the tags or how to structure your accounting, you can find specific examples in the separate article.
Advantages of using tags
- Individual expenses are stored and organized by category in a way that is easy for you to understand.
- You do not need to use complicated accounting jargon.
- Find more information in the article: Tags—What are tags?
FAQ
Q: Can I customize the chart of accounts in KLARA?
Find more information about the structure of the income statement in the following article.
Q: How do I post an invoice in KLARA?
A: Simply enter a term such as "Telephone," and KLARA will suggest the appropriate business transaction. Find more information in the accounting overview.