Finance & Reports
How to set up your accounting settings
Step by step
How to set up your accounting settings in Wink You, step by step.
From your dashboard, open the menu on the left, and choose Wink Accounting.
Under Setup, choose Accounting settings.
Automatic posting adds your sales, payments, and costs to your books after each day ends.
The start date is the first day it posts. Post now runs it at once.
Under Tax, check your tax regime, legal name, and how often you file VAT.
Payment reminders email customers about unpaid invoices for you.
Under Closing, set the date your books are closed until, and your fiscal year end.
A full lock can never be undone, so only use it when your accountant asks.
Where each amount goes shows the account for each kind of amount.
Click Change only if your accountant wants a different account.
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6How to add a POS counter0:49
7How to see your accounts1:01
8How to get your VAT report0:55
9How to record an expense0:58
10How to check refunds, voids and discounts1:21
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12How to see tips, staff and delivery app reports1:09
13How to close a cash drawer from the dashboard1:00
14How to send your books to your accountant1:04
15How to prepare and file a VAT return1:07
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