Accounting

General accounting information

• Accounting overview
• Is KLARA suitable for customers who want to do some of the accounting work themselves?
• Which legal forms can be mapped in KLARA accounting?
• How can I save a tag?

Setting up the accounting

• Set up accounting system and create opening balance
• Set up bank connection
• Can I customise the KLARA chart of accounts?

Keeping the accounts

• Post bank transactions
• Transfer from Credit Suisse to UBS
• Transmitting payment files from KLARA. How does it work and what do I have to consider?
• How can I edit the account plan for revenue and expenses? What are tags? How do I structure my P&L statement?
• Private account for the self-employed / sole traders
• Automatic accruals

See all 23 articles

Annual financial statements & VAT

• Dividends / dividend pay-out
• Net tax rate (VAT)
• Can KLARA create VAT reports?

Credit card

• Record credit card
• Credit card posting receipt
• What is the advantage of depositing my credit and debit cards in KLARA?
• How does a credit card payment work and what does it mean for accounting?
• Credit card reconciliation: tips and tricks to reconcile your transactions

Asset management & Object management

• Asset management - sale of assets
• Asset management - record depreciation manually
• Asset management - configure depreciations
• Object management - recording an object

Budget

• How can a new budget be created?
• How do I configure a budget plan?
• How can I make a target/actual comparison?