WordPress Accounting For 
Non-Accountants
The intuitive & interactive system of WordPress Accounting makes it possible for beginners to understand & work smoothly
 with trial balance, ledger reports, balance sheets, income statements & more even without 
understanding debits & credits.
Advantages of Using A WordPress 
Accounting Module
Journals for Double-Entry System
Easy Payments for You &
 Your Customers
Statements
to Do Calculations
Graphic Overviews
for Decision-making
Keep Your Cash & Bank
 Account Synchronized
Key Journal Entries into The System in a Flash.
Overview of Accounting
With the graphical dashboard, quickly view all important information like income & expenses, 
accounts receivables, accounts payables, cash, and bank balance.
Payment Gateway
Take payments directly from your invoices with PayPal & Stripe Gateway
Payroll
Payroll enables you to manage your employees’ salaries from the dashboard
Workflow
Set Events like creating or deleting customers, and adding automation!
WooCommerce 
Integration
Sync All Your Client Data from WooCommerce
Inventory
This inventory management system works with invoicing, stock, and more
Reimbursements
Employees can request for reimburse payments from a single place
Custom Field Builder
Add extra fields for employees or companies
Manage All Business 
Transactions with WP ERP
From accepting payments to managing inventory, get it all done digitally
 with our feature- rich accounting extensions
- Merge Your WooCommerce Store with WP ERP- Supercharge your WooCommerce store with powerful Accounting integrations and manage customers easily. Sync all your order details, see your sales overview, choose the payment account, or check who has purchased Less or More than a specific amount all with this extension. 
- Get An Interactive Inventory Manager- Stock management for your products within your accounting software is now available with this extension. Stay ahead of your finished stocks & goods with the must-have WordPress Inventory Management plugin. 
- Use PayPal & Stripe
 As Payment Gateway- Avail payment options for your site with the most popular payment gateways – PayPal and Stripe. Choose which account you want to take the payments in. You have the ability to choose your desired payment account. 



Take Control of Your Employee’s Payment
and Compensation Arrangement
Handle every aspect of salary payments, distribution, or even expense tracking of a 
company with the WordPress Accounting extensions
Manage Employee
 Salaries Digitally with 
Payroll
The payroll extension enables you to manage your
 employees’ salary from the WordPress
 dashboard.


Track Office Expenses with 
Reimbursement
Manage employee expenses & complete
payments in an easy and effective way.
Keep accounts of the expenses made by employees 
easily.
Generate Digital Invoices for Any Kind of 
Business Transaction
You can easily handle and create invoices for expenses or sales transactions like purchasing goods in cash, on
 credit, or in installments. Get the actual scenario of total outstanding & received amounts, over-dues, partial 
& more with diagrams.

Create An Accurate 
Transaction Value
Unlike creating invoices directly,
 creating an estimate is an advanced feature that lets you create a draft invoice for future quotations.

Create Invoice & 
Receive Payments
Manage employee salaries more easily & automate payments with WordPress Payroll System Plugin
The payroll extension enables you to manage your employees’ salaries from the WordPress dashboard

Option to Delete an Invoice 
Like Actual Accounting
Keep track of all the assets of your workplace without any hassle
Manage your office inventory with ease, assign assets to employees, and collect them back on time
Say No to Manual Calculations!
Manage Your Business Accounting 
Digitally with WP ERP
Automatically Calculate Sales Tax 
with WP ERP
No more hassle of calculating tax for every transaction! With the WordPress Accounting module, your tax
 rates will be automatically calculated.
Tax Rates
Have different branches of your company
 in different states? You can create as
 many tax zones and tax rates for the
 states as you want.
Tax Zone Name
Tax rates may be different for different cities. 
This feature gives the opportunity to create
different zones so that different tax rates 
can be set for different zones.

Tax Category
There are several types of tax categories
 available. This feature gives the opportunity
 to create different tax categories for
 different tax rates.
Tax Payments & Agency
There may be one or several agencies 
available that collect taxes. One agency 
can have different tax rates for the same tax 
category than other agencies.
Keep Track of Every Purchase 
Transactions Inside The Module
Purchasing in cash, credit, or installments? No problem! Get the actual scenario of the total outstanding & 
paid amounts, over-dues, partial & more with diagrams.

Create Purchase Order
Do you want to purchase inventories in the future, but 
not sure to buy? Then this feature is ready to take 
you to the rescue by allowing you to create a draft 
purchase orders.
Purchase & Pay Purchases
With this feature, you will be able to create 
purchase vouchers for your vendors anytime. You 
can also make payments either from a bank or cash
 account or pay partially. The amounts will be auto-adjusted.

Generate Accurate Financial Reports 
With A Single Click
The best part is that you will be getting automated reports like a ledger, trial balance,
income statement, sales tax, and balance sheet just after entering a transaction into the system.
Ledger Reports
A ledger report shows the balance of an account. You can see the past history of that account and the last debit or credit balance of an account.

Trial Balance
It is the bookkeeping or accounting report that lists the balances in each of the general ledger accounts.

Income Statement
A summary of a management’s performance reflects the profitability of an organization during the time interval.

Sales Tax
It generates a report based on the sales tax charged or paid for the current financial year.

Balance Sheet
This report gives you an immediate status of your accounts at a specified date. You can call it a ‘Snapshot’ view of the current position (day) of the financial year.

 
					

