How to install the accounting application on the Riwaa platform

The accounting application on the Riwaa platform is an integrated system that records all financial transactions related to your business activity. It features a user-friendly interface suitable for accountants and non-accountants alike. In this article, you will learn how to install and set up the accounting application.

#Steps to Install the Accounting Application

1. Go to Apps > Available Apps.

2. Click on the Accounting app.

3. Click "Install."

4. The app is installed directly and added to the sidebar.

5. The start page for setting up the app appears, click "Start Setup Now."

ℹ️ Note: When the accounting system is activated, the expenses app falls under accounting as a sub-application.

#Start Setting Up the App

Link payment methods to the cash account in the bank:

1. All payment methods you previously added on the platform will appear.

2. Assign the bank account for each payment method you have.

ℹ️ Note: To add a bank account you haven't added previously on the platform: Click on: Add Bank Account > Enter the account name and account number in the designated fields > Click Add.

1. Click "Continue Setup."

2. You will be taken to your chart of accounts, click "View Chart of Accounts."

3. You can now adjust the accounting settings and start adding the opening balances.

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#Activate Accounting System Permissions for the User

1. Go to Settings > Users > ⚙️ > Edit Member.

2. From "User Permissions," make sure to select "Detailed."

3. From the "Apps" section, click the arrow on the left side of the list.

4. Go to the Accounting system, click the arrow to display permissions.

5. Activate all permissions, or activate only the appropriate options:

• View Chart of Accounts.

• View Account Details.

• Daily entries: View, Add, Modify, Delete.

• Add Opening Balance.

• Customer: View Account Statement, Opening Balance.

• Supplier: View Account Statement, Opening Balance.

1. Click "Save User Data."

#Uninstall the Accounting System

1. Go to Apps > Available Apps.

2. Click on the Accounting app.

3. Click "Uninstall."

4. Choose the reason for uninstallation.

5. Click "Uninstall."

ℹ️ When uninstalling the accounting application:

• Recording daily entries on the chart of accounts stops.

• The expenses app is removed.

• You will not be able to add or manage cost centers.

• Financial reports and account statements will not appear.

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#Frequently Asked Questions

1- Are there any fees for installing the accounting application?

Yes, the fees vary according to the subscription package. For more details, click here.

2- After installing the accounting application, why can't I manually adjust the product quantity?

The accounting application prevents manual quantity adjustments because it records all transactions as accounting entries. You can adjust quantities in the following ways:

• Through purchase invoices.

• By inventory counting (to correct quantities).

• Using stock transfer (if you have more than one branch on the Riwaa platform).

3- Can I add payment methods or bank accounts after installing the accounting application?

Yes, you can add payment methods and bank accounts at any time, and they will be reflected directly on the accounting tree. For more details on adding payment methods, click here.

4- I activated accounting permissions for the user, but financial reports do not appear?

Ensure that the report list permission is activated:

1. Go to Settings > Users > ⚙️ > Edit Member.

2. Go to Reports > Report List.

3. Activate all permissions.

4. Click "Save User Data." Financial reports will appear.