Summary
Learn about the different settings available in the accounting module.
This article covers:
About the accounting module
The Accounting module in Box+Dice centralises key financial tools to help agencies manage their operational and transactional workflows. By configuring accounting settings, users can streamline supplier management, advertising campaigns, and trust account operations.
To access accounting setting:
- Go to: Settings > Accounting
Accounting module features
Suppliers
Manage supplier records used for payments and invoicing.
With Suppliers you can:
- Add new suppliers
- Link them to advertising items or campaigns
- Assign bank details for payment processing
Items
Create and manage advertising items linked to property listings. Examples include photography, signage, and online ads.
With Items you can:
- Define item names and costs
- Associate items with suppliers
Templates
Build reusable advertising campaign templates.
With Templates you can:
- Combine multiple advertising items into a single campaign
- Assign default suppliers and costs
- Apply templates to listings to save time and ensure consistency
Accounts
Configure trust and general account settings.
With Accounts you can:
- Set up bank accounts used for trust fund management
- Define account types (e.g., Trust, General)
- Link accounts to payment workflows and reconciliation processes
General
Set system-wide accounting preferences.
With General settings you can:
- Choose default tax rules
- Set up invoice numbering
- Decide payment terms and due dates
Setting up your Accounting module properly helps you track transactions accurately, follow financial regulations, and process payments efficiently. It also saves time by reducing manual work and avoiding mistakes.