Account codes

Account codes

Use account codes to group your income and expenses. When creating invoices or purchase invoices you assign an account code to them.

Then when you reconcile your bank statements, the corresponding income and expenses are assigned the same account code.

To create account codes, go to "Setup > Finances > Account codes".



Account codes are listed on your profit & loss page as well as your yearly budgets.

    • Related Articles

    • Affiliate Account Details

      Every club can refer other swim clubs to SwimClub Manager to earn reductions in their own SCM fee.  Each club you refer (up to a maximum of 10) that becomes a paying club will earn you 10% off your SCM invoices. For more information, please see our ...
    • Expenses

      An expense is any amount that comes out of your club bank account. Expenses are added automatically when you reconcile Purchase Invoices. Click on the  "All" button at the top to filter by reconciled or un-reconciled expenses. The account code can be ...
    • Income

      Income is any amount that comes into your club bank account. income is added automatically when you are reconciling invoices. Click on the  "All" button at the top to filter by reconciled or un-reconciled income. The account code can be anything you ...
    • Add invoice period

      An invoice period is any period in time that an invoice covers. For example it can be a month, a week or even a single day. When creating invoices, the following fields are available: Title - a title for the invoice period Payment Due - sets the due ...
    • Bank accounts

      At least one bank account must be added before you can start reconciling your bank statements. The opening balance field must be the actual opening balance of the bank account for the month that you start using the accounting features. You only need ...