Using Bkper

How Bkper's key features work, and how to use them.

22 articles in this collection
Written by Mael Caldas, Jacob van den Berg, and Raquel Esper

Bkper bookid

Where to find your bookid

Written by Jacob van den Berg
Updated over a week ago

Book closing and lock dates

Enforce closed periods and locked date on your books.

Written by Raquel Esper
Updated over a week ago

Accounts Menu

Written by Raquel Esper
Updated over a week ago

Import and export accounts quickly

Streamline the chart of account management by importing and exporting accounts in a bulk

Written by Raquel Esper
Updated over a week ago

Automations portal

Bkper Automations, streamline your financial workflows and processes

Written by Raquel Esper
Updated over a week ago

Install the Bkper add-on for Google Sheets

The Add-on to record transactions on - and fetch financial data from Bkper

Written by Raquel Esper
Updated over a week ago

Billing & Invoicing

How to handle billing and invoicing with Bkper

Written by Raquel Esper
Updated over a week ago

Delete Book

Written by Raquel Esper
Updated over a week ago

Delete Drafts and Revert Transactions

Written by Jacob van den Berg
Updated over a week ago

Import data into Bkper

Import financial data from other systems into Bkper

Written by Mael Caldas
Updated over a week ago

Export data from Bkper

Use Bkper data elsewhere by exporting it.

Written by Jacob van den Berg
Updated over a week ago

Record Transactions

A list of options to record Transactions

Written by Jacob van den Berg
Updated over a week ago

Split transaction

Written by Raquel Esper
Updated over a week ago

Another articles

Language

Written by Jacob van den Berg
Updated over a week ago

Best Practices

Written by Jacob van den Berg
Updated over a week ago

Saved Queries

Ideal to reduce your workload on periodic reporting.

Written by Jacob van den Berg
Updated over a week ago

Sign up for Bkper

Written by Raquel Esper
Updated over a week ago

Bkper app

Written by Raquel Esper
Updated over a week ago

Opening balances

Initialize your opening / starting balances

Written by Raquel Esper
Updated over a week ago

How Bkper works video demo

Written by Raquel Esper
Updated over a week ago

Budget planning

Written by Raquel Esper
Updated over a week ago

Record Guide

Written by Mael Caldas
Updated over a week ago