Step-by-Step Procedures
This collection contains step‑by‑step articles that guide you through completing common tasks in Indigo Business, such as creating records and running processes.
By Serena and 1 other2 authors34 articles
Nominal
Step‑by‑step articles to complete common tasks in the Nominal Ledger
- The Nominal VAT Return ReportRun a detailed or summary VAT Return Report to review VAT figures before submitting your VAT return to the MTCA or for auditing purposes
- Reversing a VAT Return in Indigo BusinessFind out how to reverse a VAT Return
- Running a VAT Return in Indigo BusinessLearn how to process a VAT return
- Post a VAT Transaction via JournalFollow these instructions using a Journal entry to post a VAT transaction
- Reversing a Transaction in Indigo BusinessFix mistakes in transactions fast by learning how to reverse them
- Nominal Opening Entries in Indigo BusinessAll about nominal opening entries in Indigo Business: from theory to practice.
- The Nominal Accounts ReportEasily manage and export your nominal accounts in one report
- Creating an Account in Indigo BusinessSet up your accounts in Indigo Business quickly and easily.
- The Nominal Unreconciled Entries Feature in Indigo BusinessCreate your missing unreconciled transactions without affecting your account balances
- Reversing a Reconciliation in Indigo BusinessLearn how to reverse a reconciliation in Indigo Business
- Running a Reconciliation in Indigo BusinessSpot your missing transactions 🕵️♂️ and learn how to add and reconcile them for optimal management of your financial records
- Nominal Bank and Cash Journals In Indigo BusinessLearn how to post nominal bank and cash journals
- Posting Nominal Batch Journals in Indigo BusinessBatch journals are
- Creating and Posting Nominal Journals in Indigo BusinessLearn how to create and post journals right in your nominal ledger using Indigo Business
- The Nominal Audit Trail ReportTrack every transaction with ease using the Nominal Audit Trail Report
- The Nominal Profit and Loss ReportLearn how to generate a Profit and Loss Report, with the option to include the Balance Sheet Report in the same document
- The Nominal Trial Balance ReportRun the Nominal Trial Balance Report to check the debit and credit accuracy across your nominal accounts for accurate future financial statements
Sales & Purchases
Step‑by‑step articles to complete common tasks in the Sales and Purchase Ledgers in Indigo Business
- Post a VAT Transaction via Purchase InvoiceLearn how to post a VAT transaction using the Purchase Invoice method
- The Client Statement Report in Indigo BusinessRun a Summary or Detailed Client Statement Report to review client account activity and outstanding balances as at a selected date
- Creating Allocations in Indigo BusinessLearn how to create stand‑alone allocations to clear outstanding transactions
- Sales and Purchase Opening Entries in Indigo Business (Part 1)Learn how to create sales and purchase opening entries starting from your sales and purchase ledgers
- Sales and Purchase Opening Entries in Indigo Business (Part 2)Learn how to finalise the sales and purchase opening entries process in the nominal ledger
- Creating Receipts and Payments in Indigo BusinessLearn how to post receipts, payments, and allocate them to the right transactions when needed
- The Sales and Purchases Audit Trail ReportsTrack and review sales and purchase transactions, investigate balances, and monitor client and supplier activity over time
Business Accounts
Step‑by‑step articles to complete common tasks in the Business Accounts module in Indigo Business
- Creating Clients and Suppliers in Indigo BusinessLearn how to build your list of contacts in Indigo Business, whether they are clients, suppliers or both
- The Business Accounts List Reports in Indigo BusinessLearn how to generate the Business Accounts List Report to review client receivables and supplier payables as at a selected date
Drafts
Step‑by‑step articles to complete common tasks in the Drafts module in Indigo Business
Settings & Preferences
Step‑by‑step articles to complete common tasks in the Settings & Preferences module in Indigo Business
- Posting Periods in Indigo BusinessLearn how to set up posting periods and how to extend them
- Managing VAT codes in Indigo BusinessFind out how to add, change, or delete VAT codes in Indigo Business
- TIFD in Indigo BusinessLearn how TIFD codes can help you submit crystal-clear financial data for smooth communication with governmental entities
- Banks in Indigo BusinessCreate and manage the list of your commonly used banks for a smoother accounting experience
- Creating a Currency in Indigo BusinessLearn how to create a currency in Indigo Business
- Adding Exchange Rates in Indigo BusinessLearn how to add, update and manage exchange rates for your available currencies