Smarter and easier accounting

Connect your account for CDR Bank Feeds, or import raw csv file from your bank - and automate transactions allocation

• ✔ Over 100 banks and credit unions
• ✔ Daily Bank Feeds import and automated allocation suggestions
• ✔ Stay in control over Feeds - disconnect anytime in your bank
• ✔ Automation of transaction processing for CSV imports

Create your own rules, and let our recognition engine fill in the gaps, to save time allocating your allocate transactions.

• ✔ Check your rules to find transactions
• ✔ Add default description for Debtor payments
• ✔ Identify payment for invoice / multiple invoices
• ✔ Use suggestions from your transaction history

Drill down from Profit & Loss / Balance Sheet, through General Ledger down to bank entry, pay run or invoice. Track your cash flow, tax allocations and compare Sites. Prepare full Financial Statements with Notes and Compilation report in one click.

Collect and calculate BAS data and prepare your BAS. Direct lodgement of BAS (SBR) coming soon.

• ✔ GST calculated from Invoices, Bills and Banking
• ✔ Tax Withholding taken from Payroll

Find, filter and bulk-update transactions. Correct account allocation, update GST, vary Tax, apply private portion and assign Contact and Site - all done in seconds across your entire Business File.

Apply private portion to a Journal or Bank Transaction - to automatically split it between private and business expense. Vary tax on transaction item to allocate GST e.g. paid with import duty.

• ✔ Duplicate journals and bank transactions, invoices and bills
• ✔ Found that missing payment as direct Bank Transaction? Convert to payment for Invoice / Bill in just a few clicks

Add assets and automatically see depreciation transactions in your accounts.

Find your phrase across all descriptions and memos of every transaction, invoice, bill, payroll note in a single search.

Collect data from Bills and bank transactions and easily prepare your annual TPAR - lodge directly to ATO in one click.