Rise Accounting: an Overview of Modules, Reports, and All Functionality

By Anna Toma, Rise SA Team, Jul 24, 2020
1. Bank stream

2. Bank recon

3. Create deposit / payment / bank transfer

4. Quotes / Sales Orders / Tax invoices / Statements / Payment receipts

5. Chart of Accounts
Journal entries
General journal
Audit log
Create Account, Budget, expense category

6. Create Budget / Account

7. Financial reports:
Balance Sheet
Budget report Planned vs. Actual
General Ledger
Income statement (cash & accrual)
Statement of Cash Flows
Trial Balance

8.. Price matrix / Sales people / Price levels / Credit note

9. Reports:
A/R Aging (due date)
Sales orders by line items
Sales report by Customer
Sales report by line items
Sales by Sales Reps (accrual basis)
Customer detailed ledger

10. Supplier management:
Purchase orders
Supplier Invoices
Invoice payments
Supplier returns
A/P aging for suppliers
Purchase Order report by line items
Purchases report by line items
Purchases report by supplier details
Suppliers Detailed Ledger

11. A warehouse module
Keep track of all your stock on hand

12. Projects:
Create Project (tie in to Customer, type, Budgeted Income, Budgeted Expense, Hours (bdgt), EFT reference)
Time tracking (tie in to Customer, Project, Task, Hourly rate, Tax Invoice & more)
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