{"schema":"exacc.help.index/1","site":"https://exacc.au/help/","linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons.","pages":[{"slug":"create-exacc-account","url":"https://exacc.au/help/create-exacc-account/","json":"https://exacc.au/help/create-exacc-account/index.json","title":"Create your Exacc account","description":"Sign up for Exacc: your details, email code, SMS code and authenticator app. Free onboarding, no credit card. Takes about five minutes.","category":"Start & Users","processIds":["register","verify_email","verify_phone","setup_mfa"],"lastVerified":"2026-09-29","replaces":["how-to-register","getting-started"]},{"slug":"create-business-file","url":"https://exacc.au/help/create-business-file/","json":"https://exacc.au/help/create-business-file/index.json","title":"Set up a business file","description":"Create your first Exacc business file with your subscriber account, add more files later, or start a demo file with sample data.","category":"Start & Users","processIds":["create_subscriber","create_business_file","create_demo_file"],"lastVerified":"2026-09-29","replaces":["how-to-setup-business-file","how-to-add-manage-business-file","first-use-guide"]},{"slug":"manage-subscriber-account","url":"https://exacc.au/help/manage-subscriber-account/","json":"https://exacc.au/help/manage-subscriber-account/index.json","title":"Manage your subscriber account and team","description":"Your subscriber account organises your team, your business files and payment. Add members, control their access, and link it to the ATO.","category":"Start & Users","processIds":["manage_subscriber","subscriber_members","link_subscriber_ato"],"lastVerified":"2026-09-29","replaces":[]},{"slug":"invite-user","url":"https://exacc.au/help/invite-user/","json":"https://exacc.au/help/invite-user/index.json","title":"Invite a user to your business file","description":"Give a team member, employee or your accountant access to an Exacc business file, then choose what they can see and do with roles.","category":"Start & Users","processIds":["invite_user","manage_users","accept_invitation"],"lastVerified":"2026-09-29","replaces":["how-to-invite-user-permissions"]},{"slug":"create-internal-user","url":"https://exacc.au/help/create-internal-user/","json":"https://exacc.au/help/create-internal-user/index.json","title":"Add a user or employee without a login","description":"Create a person in your business file who does not log in, such as an employee you pay, and give them a login later if they need one.","category":"Start & Users","processIds":["manage_users","employees"],"lastVerified":"2026-09-29","replaces":["how-to-create-user-internally"]},{"slug":"update-business-details","url":"https://exacc.au/help/update-business-details/","json":"https://exacc.au/help/update-business-details/index.json","title":"Update your business details","description":"Set the business name, ABN, GST, logo, contact details, bank accounts, Stripe card payments and ATO link that Exacc uses on invoices and reports.","category":"Start & Users","processIds":["business_details","stripe_connect","link_business_ato"],"lastVerified":"2026-09-29","replaces":["how-to-update-business-details"]},{"slug":"link-exacc-to-ato","url":"https://exacc.au/help/link-exacc-to-ato/","json":"https://exacc.au/help/link-exacc-to-ato/index.json","title":"Link Exacc to the ATO","description":"Get your SSID in Exacc, add it in the ATO's Access Manager as your hosted software service, then click Yes I Did - so you can lodge STP, BAS and TPAR.","category":"Start & Users","processIds":[],"lastVerified":"2026-10-10"},{"slug":"general-qa","url":"https://exacc.au/help/general-qa/","json":"https://exacc.au/help/general-qa/index.json","title":"Exacc questions and answers","description":"Short answers about Exacc: who it is for, pricing, security, bank feeds, invoicing, BAS, STP, payroll, users, reports, the Exacc Go mobile app and getting help.","category":"Start & Users","processIds":[],"lastVerified":"2026-10-10"},{"slug":"payment-methods","url":"https://exacc.au/help/payment-methods/","json":"https://exacc.au/help/payment-methods/index.json","title":"Payment methods","description":"Set up how you are paid and how you pay (cash, EFTPOS, direct deposit, card) and the account each one records the money in.","category":"Invoicing & 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lodge.","category":"Accounting","processIds":[],"lastVerified":"2026-10-10"},{"slug":"financial-report","url":"https://exacc.au/help/financial-report/","json":"https://exacc.au/help/financial-report/index.json","title":"Financial Report (financial statements PDF)","description":"Produce financial statements as one PDF: cover, Profit & Loss, Balance Sheet, notes, the declaration, a compilation report, and SMSF member statements.","category":"Reports","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-generate-financial-package"]},{"slug":"contact-notes","url":"https://exacc.au/help/contact-notes/","json":"https://exacc.au/help/contact-notes/index.json","title":"Notes on a contact","description":"Keep notes on a customer or supplier as threads: a meeting note, a debtor follow-up or tax return query, addressed to a colleague, with replies.","category":"Contacts","processIds":[],"lastVerified":"2026-10-10"},{"slug":"general-settings","url":"https://exacc.au/help/general-settings/","json":"https://exacc.au/help/general-settings/index.json","title":"General settings","description":"Financial year, lock date, GST, default accounts, invoice numbering and defaults, timesheet units and payroll options for your business file.","category":"Start & Users","processIds":["general_settings"],"lastVerified":"2026-09-29","replaces":["how-to-edit-general-settings","configure-general-settings","invoice-settings-configuration"]},{"slug":"add-departments-and-sites","url":"https://exacc.au/help/add-departments-and-sites/","json":"https://exacc.au/help/add-departments-and-sites/index.json","title":"Set up departments and sites","description":"Organise your business into departments and the sites (locations) under them, then use sites on invoices, timesheets, journals, payroll and reports.","category":"Start & 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Use an SMS code, set up the authenticator on a new phone, sign out everywhere, or ask Exacc support to restore access.","category":"Start & Users","processIds":[],"lastVerified":"2026-10-15"},{"slug":"create-invoice","url":"https://exacc.au/help/create-invoice/","json":"https://exacc.au/help/create-invoice/index.json","title":"Create and send an invoice","description":"Create a tax invoice in Exacc, post it, and email it to your customer with a PDF and an optional pay-now link. On the web or in Exacc Go.","category":"Invoicing & Payments","processIds":["create_invoice","send_invoice"],"lastVerified":"2026-09-29","mcpTools":["find_contacts","get_accounting_options","create_invoice"],"replaces":["how-to-create-new-invoice","how-to-send-invoices"]},{"slug":"manage-invoices","url":"https://exacc.au/help/manage-invoices/","json":"https://exacc.au/help/manage-invoices/index.json","title":"Find, edit, copy or delete invoices","description":"Search and filter invoices, quotes, credit notes and templates, see what is still owed, and edit, duplicate or delete an invoice.","category":"Invoicing & Payments","processIds":["manage_invoices"],"lastVerified":"2026-09-29","replaces":["how-to-view-edit-invoices","how-to-track-invoice-status","how-to-duplicate-invoice"]},{"slug":"invoice-from-timesheet","url":"https://exacc.au/help/invoice-from-timesheet/","json":"https://exacc.au/help/invoice-from-timesheet/index.json","title":"Invoice from timesheets","description":"Turn recorded time into an invoice: pick the client, choose how to price and describe the time, select the entries and create a draft invoice.","category":"Invoicing & Payments","processIds":["invoice_from_time"],"lastVerified":"2026-09-29","replaces":["how-to-create-invoice-from-time","how-to-invoice-from-projects"]},{"slug":"create-quote","url":"https://exacc.au/help/create-quote/","json":"https://exacc.au/help/create-quote/index.json","title":"Create and send a quote","description":"Prepare a quote for a customer, email it as a PDF, track its status and turn it into an invoice when the customer accepts. On the web or in Exacc Go.","category":"Invoicing & Payments","processIds":["create_quote"],"lastVerified":"2026-09-29","replaces":[]},{"slug":"recurring-invoice","url":"https://exacc.au/help/recurring-invoice/","json":"https://exacc.au/help/recurring-invoice/index.json","title":"Set up recurring invoices","description":"Have Exacc issue the same invoice every week, month or year and email it to the customer automatically, from a saved invoice template.","category":"Invoicing & Payments","processIds":["recurring_invoice","invoice_templates"],"lastVerified":"2026-09-29","replaces":["creating-recurring-transactions"]},{"slug":"invoice-templates-and-line-items","url":"https://exacc.au/help/invoice-templates-and-line-items/","json":"https://exacc.au/help/invoice-templates-and-line-items/index.json","title":"Save invoice templates and line items","description":"Save the things you sell as line items that fill in price, account, tax and description, and save whole invoices as templates for recurring billing.","category":"Invoicing & Payments","processIds":["line_item_templates","invoice_templates"],"lastVerified":"2026-09-29","replaces":["how-to-add-line-items","how-to-apply-discounts-taxes"]},{"slug":"create-credit-note","url":"https://exacc.au/help/create-credit-note/","json":"https://exacc.au/help/create-credit-note/index.json","title":"Create and apply a credit note","description":"Credit all or part of an invoice, send the credit note to the customer, and use it to reduce what they owe on this or another invoice.","category":"Invoicing & Payments","processIds":["credit_note"],"lastVerified":"2026-09-29","replaces":["how-to-create-credit-note","how-to-manage-credit-notes"]},{"slug":"record-customer-payment","url":"https://exacc.au/help/record-customer-payment/","json":"https://exacc.au/help/record-customer-payment/index.json","title":"Record a customer payment","description":"Record money a customer paid and allocate it to one or more invoices, in full or in part, including credit notes. Edit or delete a payment later.","category":"Invoicing & Payments","processIds":["record_invoice_payment"],"lastVerified":"2026-09-29","replaces":["how-to-add-new-payment","how-to-add-quick-payment","how-to-apply-payments-multiple-invoices","how-to-record-partial-payments","how-to-handle-overpayments"]},{"slug":"invoice-payment-plan","url":"https://exacc.au/help/invoice-payment-plan/","json":"https://exacc.au/help/invoice-payment-plan/index.json","title":"Split an invoice into instalments","description":"Set up a payment plan so an invoice is due in weekly, fortnightly or monthly instalments, or on dates you choose.","category":"Invoicing & Payments","processIds":["invoice_payment_plan"],"lastVerified":"2026-09-29","replaces":[]},{"slug":"payment-history","url":"https://exacc.au/help/payment-history/","json":"https://exacc.au/help/payment-history/index.json","title":"See payment history","description":"Find the payments on one invoice, a customer's full history of invoices and payments, or every payment received in a period.","category":"Invoicing & Payments","processIds":["record_invoice_payment","reports"],"lastVerified":"2026-09-29","replaces":["where-to-find-payment-history","how-to-reconcile-customer-accounts"]},{"slug":"view-receivables","url":"https://exacc.au/help/view-receivables/","json":"https://exacc.au/help/view-receivables/index.json","title":"See who owes you (receivables)","description":"See every customer who owes money, how overdue it is by age group, when they were last reminded, and act on it: statement, payment or notes.","category":"Invoicing & Payments","processIds":["receivables"],"lastVerified":"2026-09-29","replaces":["how-to-view-receivables-dashboard","how-to-search-receivables","how-to-generate-aged-receivables-report","how-to-configure-receivables-settings","how-to-generate-aged-receivables-report-reports"]},{"slug":"send-customer-statements","url":"https://exacc.au/help/send-customer-statements/","json":"https://exacc.au/help/send-customer-statements/index.json","title":"Send statements and payment reminders","description":"Email a customer their statement of what they owe, or send reminder statements to every customer who is overdue, from Receivables.","category":"Invoicing & Payments","processIds":["receivables"],"lastVerified":"2026-09-29","replaces":["how-to-send-payment-reminders","how-to-generate-customer-statements"]},{"slug":"take-card-payments-stripe","url":"https://exacc.au/help/take-card-payments-stripe/","json":"https://exacc.au/help/take-card-payments-stripe/index.json","title":"Take card payments with Stripe","description":"Connect Stripe so customers can pay invoices by credit or debit card from the invoice email. Payments are recorded in Exacc automatically.","category":"Invoicing & Payments","processIds":["stripe_connect","record_invoice_payment"],"lastVerified":"2026-09-29","replaces":[]},{"slug":"mobile-app-invoicing","url":"https://exacc.au/help/mobile-app-invoicing/","json":"https://exacc.au/help/mobile-app-invoicing/index.json","title":"Invoicing in Exacc Go, the mobile app","description":"Create and send invoices, quotes and credit notes, record payments and chase debtors from Exacc Go, the mobile app on your phone.","category":"Invoicing & Payments","processIds":["mobile_invoices","mobile_quotes","mobile_credit_notes","mobile_quick_payment","mobile_receivables","mobile_sign_in"],"lastVerified":"2026-09-29","replaces":["creating-invoices-mobile-app","mobile-payment-recording"]},{"slug":"invoice-email-not-received","url":"https://exacc.au/help/invoice-email-not-received/","json":"https://exacc.au/help/invoice-email-not-received/index.json","title":"Customer did not get the invoice email","description":"Your customer says the invoice email never arrived? Check it was sent, the address on the contact, their spam folder and Exacc's not-delivered notice.","category":"Invoicing & Payments","processIds":[],"lastVerified":"2026-10-15"},{"slug":"create-bill","url":"https://exacc.au/help/create-bill/","json":"https://exacc.au/help/create-bill/index.json","title":"Enter a supplier bill","description":"Enter a bill from a supplier in Exacc: supplier, the supplier's bill number, lines with account and GST, payment terms. Save it as a draft or post it.","category":"Bills & Payables","processIds":["create_bill"],"lastVerified":"2026-10-02","mcpTools":["get_accounting_options","find_contacts","create_bill"],"replaces":["how-to-create-new-bill","how-to-add-line-items-bills","how-to-apply-discounts-taxes-bills","how-to-configure-bills-settings","how-to-schedule-recurring-bills"]},{"slug":"manage-bills","url":"https://exacc.au/help/manage-bills/","json":"https://exacc.au/help/manage-bills/index.json","title":"Find, edit or delete bills","description":"Find supplier bills in Manage Bills by date, number, status or supplier, open one to see what is due, change it, attach files or delete it.","category":"Bills & Payables","processIds":["manage_bills"],"lastVerified":"2026-10-02","replaces":["how-to-manage-bills-overview","how-to-edit-bill","how-to-duplicate-bill","how-to-delete-bill","how-to-track-bill-status","how-to-search-filter-bills","how-to-manage-payables-dashboard","how-to-reconcile-supplier-accounts"]},{"slug":"record-bill-payment","url":"https://exacc.au/help/record-bill-payment/","json":"https://exacc.au/help/record-bill-payment/index.json","title":"Record a bill payment","description":"Record what you paid a supplier and allocate it to their bills, in full or in part. Pay one bill from its page, see payment history, edit or delete a payment.","category":"Bills & Payables","processIds":["record_bill_payment"],"lastVerified":"2026-10-02","replaces":["how-to-add-new-payment-bills","how-to-add-quick-payment-bills","how-to-view-payment-history-bills","how-to-record-partial-payments-bills","how-to-handle-overpayments-suppliers","how-to-manage-supplier-credits"]},{"slug":"pay-bills-aba-file","url":"https://exacc.au/help/pay-bills-aba-file/","json":"https://exacc.au/help/pay-bills-aba-file/index.json","title":"Pay bills with an ABA file","description":"Pay many supplier bills at once: Exacc makes an ABA file to upload to your bank, then records the payments and can email remittance advice.","category":"Bills & Payables","processIds":["pay_bills"],"lastVerified":"2026-10-02","replaces":["how-to-process-aba-batch-payments","how-to-batch-payment-aba","how-to-send-payment-schedules"]},{"slug":"payables-summary-report","url":"https://exacc.au/help/payables-summary-report/","json":"https://exacc.au/help/payables-summary-report/index.json","title":"See what you owe suppliers (payables summary)","description":"The payables summary shows what you owe each supplier on a date, split by how overdue it is. Also the bills list and supplier transactions reports.","category":"Bills & Payables","processIds":[],"lastVerified":"2026-10-02","replaces":["how-to-generate-aged-payables-report","how-to-run-purchases-by-supplier-report","how-to-generate-aged-payables-report-reports","how-to-generate-bills-reports"]},{"slug":"set-up-bank-feeds","url":"https://exacc.au/help/set-up-bank-feeds/","json":"https://exacc.au/help/set-up-bank-feeds/index.json","title":"Connect your bank (bank feeds)","description":"Connect your bank accounts to Exacc through Basiq so transactions arrive daily, link each to an account in your chart of accounts, and manage connections.","category":"Accounting","processIds":["connect_bank_feed"],"lastVerified":"2026-10-09","replaces":["how-to-connect-bank-account","how-to-manage-connections"]},{"slug":"process-bank-feeds","url":"https://exacc.au/help/process-bank-feeds/","json":"https://exacc.au/help/process-bank-feeds/index.json","title":"Code your bank transactions (process feeds)","description":"Turn bank feed and imported transactions into entries: apply a suggestion or bank rule, Quick Add, match an invoice, bill or payment, or disregard a duplicate.","category":"Accounting","processIds":["process_bank_feeds"],"lastVerified":"2026-10-09","replaces":["how-to-process-bank-feeds","how-to-match-transactions-automatically","how-to-find-unmatched-transactions"]},{"slug":"create-bank-rule","url":"https://exacc.au/help/create-bank-rule/","json":"https://exacc.au/help/create-bank-rule/index.json","title":"Create bank rules","description":"Bank rules code recurring bank transactions for you: match words in the description, then post to an account and tax code, or split over several lines.","category":"Accounting","processIds":["bank_rules"],"lastVerified":"2026-10-09","replaces":["how-to-add-bank-rule","how-to-change-bank-rule","how-to-set-up-reconciliation-rules"]},{"slug":"reconcile-bank-account","url":"https://exacc.au/help/reconcile-bank-account/","json":"https://exacc.au/help/reconcile-bank-account/index.json","title":"Reconcile your bank account and fix discrepancies","description":"Check Exacc agrees with your bank and track down any difference: code every feed transaction, then compare the Bank Statement balance with your bank's.","category":"Accounting","processIds":["reconcile_bank"],"lastVerified":"2026-10-09","replaces":["how-to-reconcile-bank-accounts","how-to-perform-bank-reconciliation","how-to-resolve-reconciliation-discrepancies","how-to-reconcile-credit-card-accounts","how-to-review-reconciliation-reports","how-to-schedule-regular-reconciliations","how-to-undo-redo-reconciliations","how-to-export-reconciliation-data"]},{"slug":"import-bank-transactions-csv","url":"https://exacc.au/help/import-bank-transactions-csv/","json":"https://exacc.au/help/import-bank-transactions-csv/index.json","title":"Import bank transactions from a CSV file","description":"Import a bank statement CSV into Exacc: map the columns, import, then code what needs it. Rows with an account and tax code are posted straight away.","category":"Accounting","processIds":["import_transactions_csv"],"lastVerified":"2026-10-09","replaces":["how-to-import-transactions-csv","how-to-manage-previous-imports","how-to-import-bank-statements"]},{"slug":"convert-pdf-bank-statement-to-csv","url":"https://exacc.au/help/convert-pdf-bank-statement-to-csv/","json":"https://exacc.au/help/convert-pdf-bank-statement-to-csv/index.json","title":"Turn a PDF bank statement into a CSV file","description":"Convert a CBA, ANZ, NAB, AMEX or Westpac PDF statement into a CSV file you can check and then import into Exacc.","category":"Accounting","processIds":["import_transactions_csv"],"lastVerified":"2026-10-09","replaces":["how-to-convert-pdf-to-csv"]},{"slug":"bank-feed-stopped","url":"https://exacc.au/help/bank-feed-stopped/","json":"https://exacc.au/help/bank-feed-stopped/index.json","title":"Bank feed stopped updating","description":"No new bank transactions in Exacc? Check the last update on Bank Feeds, reconnect after the yearly consent ends, and import a CSV file in the meantime.","category":"Accounting","processIds":[],"lastVerified":"2026-10-15"},{"slug":"add-bank-transaction","url":"https://exacc.au/help/add-bank-transaction/","json":"https://exacc.au/help/add-bank-transaction/index.json","title":"Record money spent or received","description":"Record a payment out of or into a bank account that has no invoice or bill: Spend Money or Receive Money, with accounts, GST and a contact.","category":"Accounting","processIds":["bank_transaction"],"lastVerified":"2026-10-09","mcpTools":["get_accounting_options","create_bank_transaction"],"replaces":["how-to-add-bank-transaction"]},{"slug":"create-general-journal","url":"https://exacc.au/help/create-general-journal/","json":"https://exacc.au/help/create-general-journal/index.json","title":"Enter a general journal","description":"Enter a general journal in Exacc: debit and credit lines with accounts and GST, private portion, memo. Save it as a draft or post it once it balances.","category":"Accounting","processIds":["general_journal"],"lastVerified":"2026-10-09","mcpTools":["get_accounting_options","create_journal"],"replaces":["how-to-add-general-journal"]},{"slug":"chart-of-accounts","url":"https://exacc.au/help/chart-of-accounts/","json":"https://exacc.au/help/chart-of-accounts/index.json","title":"Set up your chart of accounts","description":"View, add, edit, copy or deactivate accounts in your Exacc chart of accounts: account number, name, type, default tax code and postable bank accounts.","category":"Accounting","processIds":["chart_of_accounts"],"lastVerified":"2026-10-09","replaces":["what-is-chart-of-accounts","how-to-add-new-account"]},{"slug":"gst-tax-codes","url":"https://exacc.au/help/gst-tax-codes/","json":"https://exacc.au/help/gst-tax-codes/index.json","title":"GST and tax codes","description":"How GST works in Exacc: registering for GST, cash or accruals, your tax codes and their rates, and how lines on your transactions flow into your BAS.","category":"Accounting","processIds":["tax_codes"],"lastVerified":"2026-10-09","replaces":["understanding-gst-tax-settings"]},{"slug":"review-transactions","url":"https://exacc.au/help/review-transactions/","json":"https://exacc.au/help/review-transactions/index.json","title":"Review transactions before you report","description":"Find what needs a second look before you run reports or lodge a BAS: records marked for review, drafts, the suspense account and varied GST.","category":"Accounting","processIds":["review_transactions"],"lastVerified":"2026-10-09","replaces":["how-to-review-transactions"]},{"slug":"find-and-update-transactions","url":"https://exacc.au/help/find-and-update-transactions/","json":"https://exacc.au/help/find-and-update-transactions/index.json","title":"Change many transactions at once (Find & Update)","description":"Find transactions by date and account and change their date, account, tax code, contact, site or private portion in one go. There is no undo.","category":"Accounting","processIds":["find_and_update"],"lastVerified":"2026-10-09","replaces":["what-is-find-and-update"]},{"slug":"lock-accounting-period","url":"https://exacc.au/help/lock-accounting-period/","json":"https://exacc.au/help/lock-accounting-period/index.json","title":"Lock a finished period","description":"Lock your accounts up to a date (after a BAS or the end of the year) so nothing dated on or before it is added or changed. Administrators only.","category":"Accounting","processIds":[],"lastVerified":"2026-10-09","replaces":["month-end-year-end-closing","how-to-finalise-month-end-reconciliation"]},{"slug":"attach-files-to-transactions","url":"https://exacc.au/help/attach-files-to-transactions/","json":"https://exacc.au/help/attach-files-to-transactions/index.json","title":"Attach receipts and files to transactions","description":"Attach receipts, invoices and other files to a journal or bank transaction, keep loose files in Your files, and capture receipts in Exacc Go, the mobile app.","category":"Accounting","processIds":["mobile_files_capture"],"lastVerified":"2026-10-09","replaces":["how-to-attach-receipts"]},{"slug":"fixed-assets","url":"https://exacc.au/help/fixed-assets/","json":"https://exacc.au/help/fixed-assets/index.json","title":"Depreciate fixed assets","description":"Add a fixed asset in Exacc and let it post depreciation each month, prime cost or diminishing value; change its accounts or site, or dispose of it.","category":"Accounting","processIds":["manage_assets"],"lastVerified":"2026-10-09","replaces":[]},{"slug":"foreign-currency","url":"https://exacc.au/help/foreign-currency/","json":"https://exacc.au/help/foreign-currency/index.json","title":"Foreign currency transactions","description":"Exacc works in Australian dollars only. How to record overseas purchases, sales and bank fees in AUD, using the amount your bank shows.","category":"Accounting","processIds":[],"lastVerified":"2026-10-15","replaces":["multi-currency-transactions"]},{"slug":"car-logbook","url":"https://exacc.au/help/car-logbook/","json":"https://exacc.au/help/car-logbook/index.json","title":"Keep a car logbook in Exacc Go","description":"Record car trips in Exacc Go: add a vehicle, log each trip with odometer readings and purpose, see business use, finish the logbook and download the PDF.","category":"Accounting","processIds":[],"lastVerified":"2026-10-15"},{"slug":"add-employee","url":"https://exacc.au/help/add-employee/","json":"https://exacc.au/help/add-employee/index.json","title":"Add an employee","description":"Set up an employee for payroll in Exacc: their details, employment record, pay rate, tax declaration and TFN, super fund and bank account, then invite them in.","category":"Payroll","processIds":["employees"],"lastVerified":"2026-10-09","replaces":["how-to-add-employee-internally"]},{"slug":"payroll-setup","url":"https://exacc.au/help/payroll-setup/","json":"https://exacc.au/help/payroll-setup/index.json","title":"Set up payroll","description":"Set up payroll: pay items (earnings, allowances, deductions, super) and their STP reporting groups, pay groups, pay cycles, leave types and occupations.","category":"Payroll","processIds":["payroll_setup"],"lastVerified":"2026-10-09","replaces":[]},{"slug":"run-pay-event","url":"https://exacc.au/help/run-pay-event/","json":"https://exacc.au/help/run-pay-event/index.json","title":"Run a pay event","description":"Run payroll in Exacc: create a pay event for a pay cycle, check each employee's pay, approve it, pay by ABA file, send payslips and lodge STP.","category":"Payroll","processIds":["new_pay_event","manage_payroll"],"lastVerified":"2026-10-09","replaces":["how-to-add-new-pay-event","payroll"]},{"slug":"lodge-stp","url":"https://exacc.au/help/lodge-stp/","json":"https://exacc.au/help/lodge-stp/index.json","title":"Lodge STP and amend a pay event","description":"Report a pay event to the ATO with Single Touch Payroll (STP), check the ATO's response, and correct a lodged pay event with an amendment.","category":"Payroll","processIds":["stp_lodgement"],"lastVerified":"2026-10-09","replaces":["how-to-lodge-stp-amendment","how-to-track-stp-reporting"]},{"slug":"stp-finalisation","url":"https://exacc.au/help/stp-finalisation/","json":"https://exacc.au/help/stp-finalisation/index.json","title":"Finalise STP at the end of the financial year","description":"Make your employees' year-end figures final with the ATO (STP finalisation, by 14 July) from the last pay event of the financial year.","category":"Payroll","processIds":["stp_lodgement"],"lastVerified":"2026-10-09","replaces":["how-to-finalise-stp-year-end"]},{"slug":"pay-super","url":"https://exacc.au/help/pay-super/","json":"https://exacc.au/help/pay-super/index.json","title":"Pay super (PayDay Super and SuperChoice)","description":"Pay employee super through SuperChoice: with each pay event (PayDay Super) or for a date range, by direct debit or credit, or with a SAFF file.","category":"Payroll","processIds":["pay_super"],"lastVerified":"2026-10-09","replaces":["payday-super"]},{"slug":"employee-termination","url":"https://exacc.au/help/employee-termination/","json":"https://exacc.au/help/employee-termination/index.json","title":"When an employee leaves (final pay)","description":"Finish an employee in Exacc: finish date and cessation reason, the payout estimate, their final pay event with unused leave and lump sums, and STP.","category":"Payroll","processIds":["employees"],"lastVerified":"2026-10-09","replaces":[]},{"slug":"enter-timesheet","url":"https://exacc.au/help/enter-timesheet/","json":"https://exacc.au/help/enter-timesheet/index.json","title":"Enter your timesheet","description":"Record time in Exacc on the web or in Exacc Go: client, activity type, description and time, chargeable or not. Timesheets feed invoices and pay runs.","category":"Payroll","processIds":["enter_timesheet","mobile_timesheet"],"lastVerified":"2026-10-09","replaces":["how-to-generate-timesheet-reports","how-to-track-time-for-projects"]},{"slug":"activity-types","url":"https://exacc.au/help/activity-types/","json":"https://exacc.au/help/activity-types/index.json","title":"Set up activity types","description":"Activity types describe the kinds of work on timesheets: how they are charged (fee and cost factors) and which pay item pays employees for them.","category":"Payroll","processIds":["activity_types"],"lastVerified":"2026-10-09","replaces":["how-to-set-up-activity-types"]},{"slug":"manage-leave-requests","url":"https://exacc.au/help/manage-leave-requests/","json":"https://exacc.au/help/manage-leave-requests/index.json","title":"Request and approve leave","description":"Employees request leave in Exacc; managers enter, approve or decline it. Approved leave is paid in the next pay event for those dates.","category":"Payroll","processIds":["leave_requests"],"lastVerified":"2026-10-09","replaces":["how-to-manage-leave-requests"]},{"slug":"employee-self-service","url":"https://exacc.au/help/employee-self-service/","json":"https://exacc.au/help/employee-self-service/index.json","title":"Employee self-service (My Details)","description":"What employees can do themselves in Exacc: update their details, tax declaration, TFN, bank accounts and super fund, see their pay history and request leave.","category":"Payroll","processIds":["employees","leave_requests"],"lastVerified":"2026-10-09","replaces":[]},{"slug":"how-to-access-reports-dashboard","url":"https://exacc.au/help/how-to-access-reports-dashboard/","json":"https://exacc.au/help/how-to-access-reports-dashboard/index.json","title":"Find a report","description":"All Exacc reports in one place: Accounting, Payroll, Sales, Bills and Timesheet tabs, with search. What each group holds and how to open a report.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","mcpTools":["get_profit_loss"],"replaces":["understanding-report-metrics-kpis","how-to-schedule-automated-reports","how-to-share-reports-stakeholders","how-to-generate-payroll-summary-report","how-to-prepare-financial-statements","how-to-generate-year-end-reports","how-to-create-custom-reports","how-to-generate-payroll-reports","how-to-understand-report-types"]},{"slug":"profit-and-loss-report","url":"https://exacc.au/help/profit-and-loss-report/","json":"https://exacc.au/help/profit-and-loss-report/index.json","title":"Profit & Loss report","description":"Run a Profit & Loss for any period, compare it with earlier periods or years, use the cash method, filter by site, contact or user, and drill into accounts.","category":"Reports","processIds":["profit_loss"],"lastVerified":"2026-10-09","mcpTools":["get_profit_loss"],"replaces":["how-to-generate-profit-loss-report","how-to-compare-financial-periods","how-to-compare-report-periods"]},{"slug":"balance-sheet-report","url":"https://exacc.au/help/balance-sheet-report/","json":"https://exacc.au/help/balance-sheet-report/index.json","title":"Balance Sheet report","description":"Run a Balance Sheet at any date, compare it with earlier weeks, months, quarters or years, filter it, drill into balances and export to Excel or PDF.","category":"Reports","processIds":["balance_sheet"],"lastVerified":"2026-10-09","replaces":["how-to-generate-balance-sheet"]},{"slug":"general-ledger-report","url":"https://exacc.au/help/general-ledger-report/","json":"https://exacc.au/help/general-ledger-report/index.json","title":"General Ledger and journals reports","description":"See every transaction per account in the General Ledger, filtered by accounts, sites, contacts and status, or in journal format with Journals per Account.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-generate-general-ledger"]},{"slug":"trial-balance-report","url":"https://exacc.au/help/trial-balance-report/","json":"https://exacc.au/help/trial-balance-report/index.json","title":"Trial Balance report","description":"Run a Trial Balance for a period: debit and credit totals for every account, with retained earnings, to check your books before reporting.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-create-trial-balance-report","how-to-generate-trial-balance"]},{"slug":"cash-flow-report","url":"https://exacc.au/help/cash-flow-report/","json":"https://exacc.au/help/cash-flow-report/index.json","title":"Cash flow reports","description":"See where cash came from and went in a period: operating, investing and financing activities, per account or summarised, from opening to closing cash.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-run-cash-flow-statement","how-to-generate-cash-flow-reports"]},{"slug":"sales-reports","url":"https://exacc.au/help/sales-reports/","json":"https://exacc.au/help/sales-reports/index.json","title":"Sales and customer reports","description":"Reports on your sales: what each customer owes, customer history, invoice and payment lists, and invoices made from timesheets.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-run-sales-by-customer-report","how-to-generate-sales-reports"]},{"slug":"report-filters","url":"https://exacc.au/help/report-filters/","json":"https://exacc.au/help/report-filters/index.json","title":"Filter a report","description":"How report filters work in Exacc: Update filters, Apply filters, dates remembered between reports, search inside a report and refresh.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-use-report-filters","how-to-apply-report-filters","how-to-customise-report-settings"]},{"slug":"export-report","url":"https://exacc.au/help/export-report/","json":"https://exacc.au/help/export-report/index.json","title":"Export a report to Excel or PDF","description":"Download Exacc reports to Excel or PDF: which reports offer which, where the buttons are and what the files are called.","category":"Reports","processIds":["all_reports"],"lastVerified":"2026-10-09","replaces":["how-to-export-reports-excel","how-to-export-reports-pdf","how-to-export-download-reports","how-to-share-reports"]},{"slug":"set-up-trust-account","url":"https://exacc.au/help/set-up-trust-account/","json":"https://exacc.au/help/set-up-trust-account/index.json","title":"Set up your trust account","description":"Set up the trust account tax agents use for clients' ATO refunds: the trust bank account, ABA file settings, default fees and where fees are posted.","category":"Trust Account","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-set-up-trust-account","how-to-add-trust-account","how-to-configure-trust-settings","how-to-create-trust-account-structure"]},{"slug":"import-ato-refund-report","url":"https://exacc.au/help/import-ato-refund-report/","json":"https://exacc.au/help/import-ato-refund-report/index.json","title":"Bring ATO refunds into the trust account","description":"Get clients' ATO refunds into the trust account: request the EFT report from the ATO, let Exacc check for it, or import a report file from your tax software.","category":"Trust Account","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-import-ato-report"]},{"slug":"trust-account-jobs","url":"https://exacc.au/help/trust-account-jobs/","json":"https://exacc.au/help/trust-account-jobs/index.json","title":"Trust account jobs","description":"A trust job holds one client's money in trust and the instructions for paying it out: practice fees, other payees and the remainder to the client.","category":"Trust Account","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-add-manage-trust-jobs"]},{"slug":"pay-out-trust-refunds","url":"https://exacc.au/help/pay-out-trust-refunds/","json":"https://exacc.au/help/pay-out-trust-refunds/index.json","title":"Pay out trust refunds (ABA file)","description":"Pay clients' refunds out of trust: tick the jobs, create an ABA file for your bank with fees, other payees and remainders, then confirm it as paid.","category":"Trust Account","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-manage-trust-refunds","how-to-generate-aba-trust-payments"]},{"slug":"trust-account-transactions","url":"https://exacc.au/help/trust-account-transactions/","json":"https://exacc.au/help/trust-account-transactions/index.json","title":"Trust account transactions and reports","description":"See every trust account transaction with the opening 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Then add its tasks.","category":"Projects","processIds":[],"lastVerified":"2026-10-10","mcpTools":["get_board_options","create_project"],"replaces":["how-to-add-new-project","how-to-assign-project-manager","how-to-set-project-budgets"]},{"slug":"manage-projects","url":"https://exacc.au/help/manage-projects/","json":"https://exacc.au/help/manage-projects/index.json","title":"Find and track projects","description":"Follow projects and tasks on the Projects and Tasks boards (drag a card to change status) or in the lists and reports; close a project when it is finished.","category":"Projects","processIds":[],"lastVerified":"2026-10-10","mcpTools":["list_projects","get_project","update_project","move_task"],"replaces":["how-to-manage-projects","how-to-search-projects","how-to-customise-project-dashboard","how-to-collaborate-on-projects","how-to-track-project-progress","how-to-generate-project-reports","how-to-allocate-resources-projects","how-to-track-project-costs","how-to-set-up-project-milestones","how-to-manage-project-documentation","how-to-manage-team-workload","how-to-use-project-scheduling"]},{"slug":"add-task","url":"https://exacc.au/help/add-task/","json":"https://exacc.au/help/add-task/index.json","title":"Add a task","description":"Add tasks to a project: what needs doing, the activity, who does it, priority, dates, time allowed and progress. Record time against a task.","category":"Projects","processIds":[],"lastVerified":"2026-10-10","mcpTools":["get_board_options","create_task"],"replaces":["how-to-add-new-task","how-to-add-tasks-to-projects","how-to-add-due-dates-tasks","how-to-add-priority-tasks"]},{"slug":"recurring-projects","url":"https://exacc.au/help/recurring-projects/","json":"https://exacc.au/help/recurring-projects/index.json","title":"Set up recurring projects","description":"Have Exacc create a project for a client every week, month or year (a BAS each quarter, a tax return each year), and optionally email the client.","category":"Projects","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-add-recurring-project"]},{"slug":"project-types","url":"https://exacc.au/help/project-types/","json":"https://exacc.au/help/project-types/index.json","title":"Project types and statuses","description":"Set up the kinds of projects you run (with default title, brief, days to finish and client email) and the statuses they move through.","category":"Projects","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-archive-completed-projects","how-to-clone-existing-projects","how-to-use-project-templates"]},{"slug":"compliance-types","url":"https://exacc.au/help/compliance-types/","json":"https://exacc.au/help/compliance-types/index.json","title":"Set up what to track (compliance types)","description":"Define the compliance items you track for contacts, staff or your business: workers compensation, public liability, licences. One-off or recurring.","category":"Compliance","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-add-new-compliance-type","how-to-create-compliance-from-templates","how-to-setup-compliance-reminders"]},{"slug":"compliance-records","url":"https://exacc.au/help/compliance-records/","json":"https://exacc.au/help/compliance-records/index.json","title":"Record compliance checks","description":"Record that a contact, staff member or your business is compliant, when it was checked and until when, and see what is expiring on the dashboard.","category":"Compliance","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-add-new-compliance-record","how-to-track-compliance-deadlines","how-to-generate-compliance-reports","how-to-manage-audit-requirements","how-to-manage-regulatory-updates","how-to-archive-compliance-documents"]},{"slug":"lodge-bas","url":"https://exacc.au/help/lodge-bas/","json":"https://exacc.au/help/lodge-bas/index.json","title":"Prepare and lodge your BAS","description":"Prepare a Business Activity Statement from your accounts and payroll, check it, and lodge it with the ATO for your business or, as an agent, for clients.","category":"Compliance","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-manage-bas-lodgement","how-to-generate-bas-report","how-to-export-bas-ato-portal","how-to-review-gst-summary","how-to-generate-tax-reports"]},{"slug":"lodge-tpar","url":"https://exacc.au/help/lodge-tpar/","json":"https://exacc.au/help/lodge-tpar/index.json","title":"Prepare and lodge your TPAR","description":"Prepare the Taxable Payments Annual Report from the year's payments to contractors, review each payee, and lodge it with the ATO or download the file.","category":"Compliance","processIds":[],"lastVerified":"2026-10-10","replaces":["how-to-add-manage-contractors","how-to-create-tpar-report","how-to-submit-tpar-to-ato"]},{"slug":"ato-lodgement-errors","url":"https://exacc.au/help/ato-lodgement-errors/","json":"https://exacc.au/help/ato-lodgement-errors/index.json","title":"ATO errors when lodging STP, BAS or TPAR","description":"Where Exacc shows the ATO's answer for STP, BAS and TPAR, the usual causes of a rejection, and what to send Exacc support if you are stuck.","category":"Compliance","processIds":[],"lastVerified":"2026-10-15"},{"slug":"add-contact","url":"https://exacc.au/help/add-contact/","json":"https://exacc.au/help/add-contact/index.json","title":"Add or edit a contact","description":"Add a customer or supplier in Exacc: legal form, name, type, ABN, email, phones, address and bank details for paying them. Edit or delete it later.","category":"Contacts","processIds":["add_contact","mobile_contacts"],"lastVerified":"2026-10-04","replaces":["how-to-add-new-contact","how-to-add-multiple-contact-persons","how-to-manage-multiple-addresses"]},{"slug":"manage-contacts","url":"https://exacc.au/help/manage-contacts/","json":"https://exacc.au/help/manage-contacts/index.json","title":"Find and manage contacts","description":"Search contacts, approve new ones from your public form, deactivate or reactivate them, email them and open their dashboard: balances, history and files.","category":"Contacts","processIds":["manage_contacts","email_contacts","mobile_contacts"],"lastVerified":"2026-10-04","replaces":["how-to-manage-contacts-overview","how-to-email-contacts","how-to-deactivate-contacts","how-to-manage-contact-groups"]},{"slug":"merge-duplicate-contacts","url":"https://exacc.au/help/merge-duplicate-contacts/","json":"https://exacc.au/help/merge-duplicate-contacts/index.json","title":"Merge duplicate contacts","description":"Merge two contacts that are the same customer or supplier: invoices, bills, payments, notes and files move to the one you keep. It cannot be undone.","category":"Contacts","processIds":["manage_contacts"],"lastVerified":"2026-10-04","replaces":["how-to-merge-contacts"]},{"slug":"import-contacts","url":"https://exacc.au/help/import-contacts/","json":"https://exacc.au/help/import-contacts/index.json","title":"Import contacts from your practice software","description":"Import client records into Exacc from an XML client export. Existing contacts are updated and new ones added. Import is not working at the moment.","category":"Contacts","processIds":["import_contacts"],"lastVerified":"2026-10-04","replaces":["how-to-import-contacts"]},{"slug":"set-up-contact-public-form","url":"https://exacc.au/help/set-up-contact-public-form/","json":"https://exacc.au/help/set-up-contact-public-form/index.json","title":"Let new clients sign up with a public form","description":"Give new leads a web form to enter their own details. They arrive in Contacts as Pending Activation for you to approve. Protected by reCAPTCHA.","category":"Contacts","processIds":["contact_public_form_setup","public_contact_form"],"lastVerified":"2026-10-04","replaces":["how-to-setup-public-form","what-is-self-service-registration"]},{"slug":"customise-contact-fields","url":"https://exacc.au/help/customise-contact-fields/","json":"https://exacc.au/help/customise-contact-fields/index.json","title":"Add your own contact fields","description":"Add custom fields to your contacts (text, number, date, selection, tick boxes, file upload and more) and your own contact ID numbers, shown on the contact form.","category":"Contacts","processIds":["contact_custom_fields"],"lastVerified":"2026-10-04","replaces":["how-to-use-contact-custom-features","how-to-add-manage-custom-fields"]}]}