Accounting
A platform built for non-accountants and accountants alike
By Roselyn and 2 others3 authors17 articles
- Introduction to Dappr AccountingWelcome to Dappr Accounting, your all-in-one accounting solution designed for modern entrepreneurs and growing businesses.
- Keeping Your Books Up to DateUse Dappr's status dashboard and to-do list to track bookkeeping progress and easily complete any outstanding monthly tasks.
Bookkeeping 101
Learn how to get started with Dappr Accounting
- Adding Bank and Credit Card AccountsLearn how to add bank and credit card accounts to Dappr Accounting, either by linking your institution with Plaid or adding them manually.
- Uploading Statements for Manual AccountsA detailed guide to uploading PDF or CSV statements for manual accounts, with data extraction, column mapping, and correcting common errors.
- Categorizing and Reconciling TransactionsA guide to reconciling bank transactions in Dappr. Learn how to categorize items, split transactions, and create accurate journal entries.
- Submitting a Reimbursement ClaimLearn how to submit reimbursement claims in Dappr. This guide covers setting up claimants, why it's important, and filing a new claim.
Reports and Statements
Keep yourself updated on your company's financial performance
- Income Statement (P&L)Learn what an Income Statement (P&L) is, how to read it, and why it's crucial for tracking your business's profitability and health.
- Balance SheetLearn what a Balance Sheet is, what it contains, and why it's a critical tool for understanding your company's financial health.
- Cash Flow StatementLearn how the Cash Flow Statement tracks cash from operating, investing, & financing activities to show your company's true liquidity.
- General LedgerLearn what the General Ledger (GL) is, the master record of all financial transactions, and how it's used for troubleshooting and audits.
- Trial BalanceA guide to the Trial Balance, the internal report that verifies your books are balanced by confirming that total debits equal credits.
- Impacts of Cash Basis AccountingLearn the difference between cash & accrual accounting and how using the cash basis method affects your P&L, Balance Sheet, and reports.
Advanced Accounting
Take the next steps to ensure detailed and accurate bookkeeping
- Managing the Chart of AccountsLearn to manage your Chart of Accounts in Dappr. This guide covers how to view, add, edit, and archive accounts to fit your business.
- Manual Journal EntriesA guide on creating manual journal entries, an advanced tool for making direct adjustments to your General Ledger with caution.
- Managing Fixed Assets and DepreciationA guide to managing fixed assets in Dappr. Learn to register assets, automate depreciation, and properly record disposals.
Taxes
Keep track of tax records and engage Dappr to file on your behalf.
Full Service Bookkeeping
Get a dedicated bookkeeper with Dappr's Full Service Bookkeeping