This section of the Brightpearl Support Documentation is all about the Accounting module. Select a category to view the relevant topics and how to guides, or use our search facility to look for key words.

Categories in this section

  • Getting started with Accounting This introduction to the Accounting module provides an overview of the events effecting accounting and what features are available for managing accounts. All of these topics are covered in detail in the Accounting documentation. Your Brightpearl account comes pre-configured so that you can start...
  • General Ledger The General Ledger is the central collection point for all your financial transactions. All events that occur throughout the whole of Brightpearl which have a financial impact will be reflected in your General Ledger. In this section you will find information on how entries are made to the General...
  • Accounts Receivable This section is all about money coming into your business and effectively managing your customers, invoices and payments. A customer record is required for every sales order and denotes the billing name and address, accounts department email, specific tax details, currency and prices. Credit terms...
  • Accounts Payable This section is all about money paid out of your business and effectively managing your suppliers, invoices and payments. A supplier record is required for every purchase order and denotes your billing name and address, specific tax details, currency and prices. Credit terms and limits can be...
  • Banking This section is all about your bank accounts. Each bank account you have, and even credit cards, should be created in Brightpearl so that when you're processing transactions you can keep a realistic view of what's actually been paid in and out of each account. Adding a bank account to...
  • Tax This section will help you setup and understand tax in Brightpearl. Tax is relevant throughout Brightpearl; across sales, purchases and other transactions directly affecting the General Ledger. How and what rate of tax is applied depends on your tax setup and controls. Brightpearl is set to either...
  • Multi-currency This section is all about handling multi-currency transactions in Brightpearl. Brightpearl only ever uses a single base currency for accounting purposes, but you can still use other currencyies for pricing and invoicing. All of the following will need to be set to your new currency to use...
  • Importing, Exporting (Accounting) This section is all about importing and exporting your accounting data. The accounting import routines allow you to migrate data from another system to Brightpearl and the exports allow you to manipulate and store data. Before importing your accounting data into Brightpearl you'll need to...
  • Integrations / Payment Methods This section provides guides to integrating Brightpearl with IRIS and a number of payment providers, some which allow you to actually process a card payment via back office. Each payment method has its own requirements but they will all allow you to create accounting entries and mark orders/...
  • Reporting (Accounting) Brightpearl provides several key financial reports, such as the balance sheet and profit & loss. There are many more reports available to monitoring accounts receivable, payable, bank accounts, tax and payments. Additional filters are also provided to enable you to get the data you need. All...
  • Setup (Accounting) Brightpearl is pre configured from the moment you sign in, which allows you to begin testing the functionality without having to worry about getting deep into the controls and setup. Any test data can be reset during your trial period. Before going live with Brightpearl you should make some key...