❗ This article was created to store all the potential FAQs we might come up with while we are documenting a feature or revamping existing content. For now we'll use this article to gather all the FAQs and, once there will be enough of them to split into module-related FAQs articles, we'll proceed accordingly.
Table of Contents
Introduction
This article brings together frequently asked questions, organised by topic to make information easier to find. Each section groups related questions, which you can expand to view the answers you need without scrolling through the entire page.
Nominal FAQs
VAT FAQs
Reconciliation FAQs
What Happens if I change Reconciliation Type from None to Nominal or Bank?
What Happens if I change Reconciliation Type from None to Nominal or Bank?
When you edit an account in Nominal > Nominal Accounts, and switch the 'Reconciliation type' value from None to Nominal or Bank and save, Indigo Business will ask if you want to reconcile transactions which have already been posted.
If you select Reconcile in the pop-up message, the system will prompt you to insert the date from which you want to start reconciling. Select one and Save.
{{16/04/2026 Error message occurred. Reported in Contas Internal. Asked expected behaviour:
All the transactions gets reconciled? Or
Transactions are made available for reconciliation?
}}
Sales and Purchase FAQs
Cash Return vs. Credit Note
Cash Return vs. Credit Note
Below is a table briefly explain when to use one or the other:
Occasional Client/Supplier? | Situation | Cash Return | Credit Note |
✔️ | Immediate payment | ✔️ Refund is issued via cash, card, or original payment method. | ❌ Not applicable |
❌ | Credit terms are present (sales/purchases are invoiced and paid later) | ❌ Not applicable | ✔️ Credit is applied to the relevant business account to offset future or outstanding payments |
Can I Partially Allocate a Transaction?
Can I Partially Allocate a Transaction?
Yes, you can. You can do this:
While creating a Receipt or Payment, or
When creating a stand-alone allocation.
From the relevant screen, select the transaction you want to partially allocate from the grid in the Transactions tab.
Select the ✏️ Edit button to open the Partial Allocation pop-up.
Modify the value in the Allocate amount field to your liking.
Select Save.
A partially allocated invoice will remain open with a reduced outstanding balance. You can verify it when allocating the next receipt or payment, or when creating your stand-alone allocation.
Can I Write off an Amount while Allocating?
Can I Write off an Amount while Allocating?
Yes, you can. You can do this:
While creating a Receipt or Payment, or
When creating a stand-alone allocation.
At the top left of the grid in the Transactions tab the Write-off button to open the Write-Off pop-up.
Fill in the percentage you want to write off in the Write off % field, or the exact amount in the Amount () field.
Choose a Nominal account where to debit the write-off (the contra entry will instead credit the Accounts Receivable).
Select Save.
The written-off portion will show in the Write Off section and affect the relevant accounts accordingly.
What are we writing off? | Transaction automatically generated |
Overpaid sales payment | Adjustment Debit (AD) |
Underpaid sales payment | Adjustment Credit (AC) |
Overpaid purchases payment | Adjustment Credit (AC) |
Underpaid purchases payment | Adjustment Debit (AD) |
Which Accounts are Affected when Allocating a Sales Receipt and a Purchase Payment?
Which Accounts are Affected when Allocating a Sales Receipt and a Purchase Payment?
Sales Receipts (local)
Account | Entry | Notes |
Accounts receivable | Credit | System control account |
Deposit account | Debit | Selected by the user |
Bank Charges | Debit | You choose it at receipt creation |
Purchase Payments (local)
Account | Entry | Comments |
Accounts payable | Debit | System control account |
Payment account | Credit | Selected by the user |
Bank Charges | Debit | Bank charges account |
Foreign Receipts/Payments
Account | Entry | Notes |
Accounts receivable/payable | Debit if gain, Credit if loss | Adjustment Debit if gain, Adjustment Credit if loss |
Gain/loss on foreign exchange | Credit if gain, Debit if loss | Adjustment Debit if gain, Adjustment Credit if loss |
How does Indigo Business Decide when to Fully or Partially Allocate?
How does Indigo Business Decide when to Fully or Partially Allocate?
When you tick transactions in in receipt, payment or stand-alone allocation records to begin allocating, the system calculates the amount to allocate to the selected transaction by comparing the Allocation Amount with the Outstanding Amount, and reacts as follows.
Allocation Amount | Credit Transaction | Debit Transaction |
= 0 | Fully allocated | Fully allocated |
> 0 | Partially allocated if Outstanding Amount > Allocation Amount, otherwise fully allocated | Always fully allocated |
< 0 | Always fully allocated | Partially allocated if Outstanding Amount > Allocation Amount, otherwise fully allocated |
Administration FAQs
Things only administrators can do, generic actions or common requests about the platform.
How do I Post a Transaction or Publish a record from the Drafts Screen?
How do I Post a Transaction or Publish a record from the Drafts Screen?
Go to Drafts > Drafts
Look for the record through the folders on the far left.
Select the Transactions tab or Others tab
Tick the needed records in the grid
Select Commit
Result:
Transactions will be posted in the relevant ledger
Records will show in the relevant grid
How to Resume a Pending Draft?
How to Resume a Pending Draft?
There are two ways to resume a transaction or a journal:
When creating a new transaction or journal, a pop‑up appears if drafts already exist for that record type, allowing you to Resume the latest draft or view all drafts via the View Drafts link.
Going to Drafts > Drafts. Select the draft you want to resume from the grid and click on the ✏️ Edit button at the top left of the grid. You'll be redirected to the record in edit mode.
📋 Note: if you click on Dismiss, the system will load an empty transaction or journal posting screen for you to fill in.
Can I Modify an Exchange Rate from a Transaction (e.g. Invoice, Receipt, etc.)?
Can I Modify an Exchange Rate from a Transaction (e.g. Invoice, Receipt, etc.)?
After selecting a foreign business account, you can manually modify the exchange rate by clicking on the ✏️ Modify exchange rate button next to the Exchange Rate field in whatever transaction's screen you're in.
In the Edit exchange rate window, you'll have two options:
Set this rate as default for [transaction date]: once ticked, the system will create a new exchange rate record for that currency, which will be visible here. ⚠️ Please note that all the transactions in the system will be updated accordingly.
Re-calculate transaction item based on this rate: you can prompt the recalculation of each line item in the transaction using the new exchange rate.
Use the 🔄 Undo button next to the Exchange rate in ( ) field to revert the value to the current selection. Select Save, when ready.
How do I set up, Modify or Close a Financial Year?
How do I set up, Modify or Close a Financial Year?
To access the list of available financial years, navigate to Settings & Pref. > Financial Settings > Financial Years
Create New Financial Year
Select the ➕ Add button at the top left of the grid. The New Financial Year drawer will slide open from the right.
All the fields will be filled automatically according to the last financial year in the system. Feel free to amend the Name, Description, Date from/to fields according to your needs.
Make sure the Active checkbox is ticked in order for the financial year to be considered by the system.
Select Save.
Modify Financial Year
Select the Edit button at the top left of the grid and modify what's needed on the New Financial Year drawer. Don't forget to save.
Close Financial Year
Select the Edit button at the top left of the grid.
Tick the Finalised checkbox (⚠️ the year will be locked).
Select Save.
Settings & Preferences FAQs
Educational FAQs {not sure about this}