# 会计

会计部门简体中文操作手册

# 简介

会计仪表板可以在“工作”选单下选取

[![home-account-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/home-account-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/home-account-zh.png)

# 仪表板

以下是一个示例仪表板

有几个主要部分； 应收账款、客户、应付账款、供应商、费用、库存、图表帐户、报告、工具。

<span style="color: #ff0000;">某些部分可能由于客制化的关系不存在</span>

[![accounting-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-zh.png)

# 应收款

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-receivable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-receivable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-receivable-zh.png)

# 创建应收款

点击应收款表右上角的“新应收款”

[![finance-receivable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/QuJfinance-receivable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/QuJfinance-receivable-zh.png)

单击应收账款的来源

[![finance-receivable-new-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-new-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-new-zh.png)

输入发生日期和处理数量，然后单击“创建”

[![finance-receivable-create-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-create-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-create-zh.png)

# 查询应收款

点击应收账款右侧的“查询”按钮

[![finance-receivable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/fwKfinance-receivable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/fwKfinance-receivable-zh.png)

应收款模态出现

[![finance-receivable-view-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-view-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-view-zh.png)

# 作废应收款

点击收款右侧的“作废”按钮

如果没有“作废”按钮，应收账款不能作废。

[![finance-receivable-void-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-void-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-void-zh.png)

出现应收模态时，点击“作废”按钮确认

[![finance-receivable-void-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/finance-receivable-void-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/finance-receivable-void-modal-zh.png)

# 顾客

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-customer-zh.png)

# 创建顾客

点击客户表右上角的“新客户”

[![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Miufinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Miufinance-customer-zh.png)

输入客户数据，然后单击“创建”。

[![modal-new-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/modal-new-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/modal-new-customer-zh.png)

# 更新顾客

点击客户表右侧的“更新”

[![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/eqafinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/eqafinance-customer-zh.png)

更新数据，然后点击“更新”。

[![customer-update-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-update-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-update-modal-zh.png)

# 查看顾客

点击客户表右侧的“查看”

[![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/s4sfinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/s4sfinance-customer-zh.png)

出现客户模态

[![receivable-customer-view-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receivable-customer-view-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receivable-customer-view-modal-zh.png)

# 顾客表现

点击客户表右侧的“查看”

[![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/8RYfinance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/8RYfinance-customer-zh.png)

客户绩效模态出现

[![customer-performance-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/customer-performance-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/customer-performance-zh.png)

# 收入付款

点击客户右侧的“收款”按钮

[![finance-customer-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/xR2finance-customer-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/xR2finance-customer-zh.png)

输入日期、银行账户、收款金额、冲账金额等，然后点击“更新”

[![receive-payment-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/receive-payment-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/receive-payment-zh.png)

# 应付款

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-payable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-payable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-payable-zh.png)

# 创建应付款

点击应付账款表右上角的“新应付款”

[![finance-payable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/szZfinance-payable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/szZfinance-payable-zh.png)

点击应付款产生来源的标题

[![payable-new-step1-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/payable-new-step1-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/payable-new-step1-zh.png)

输入处理日期和处理数量，然后单击“创建”。

[![payable-new-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/payable-new-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/payable-new-modal-zh.png)

# 查询应付款

点击应付账款右侧的“查询”按钮

[![finance-payable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vMffinance-payable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vMffinance-payable-zh.png)

应付账款模态出现

[![payable-view-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/payable-view-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/payable-view-modal-zh.png)

# 作废应付款

点击应付账款右侧的“作废”按钮

如果没有“作废”按钮，应付账款不能作废。

[![finance-payable-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/l4Afinance-payable-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/l4Afinance-payable-zh.png)

应付模态出现时，点击“作废”按钮确认

[![payable-void-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/payable-void-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/payable-void-modal-zh.png)

# 供应商

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-supplier-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-supplier-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-supplier-zh.png)

# 创建供应商

点击供应商/员工表右上角的“新供应商”

[![finance-employee-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Lx8finance-employee-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Lx8finance-employee-zh.png)

输入供应商数据，然后单击“创建”。

[![supplier-new-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-new-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-new-modal-zh.png)

# 更新供应商 / 员工

点击供应商右侧的“更新”按钮

[![finance-employee-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/jw2finance-employee-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/jw2finance-employee-zh.png)

更新信息，然后单击“更新”。

[![supplier-update-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-update-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-update-modal-zh.png)

# 查看供应商 / 员工

点击供应商右侧的“查看”按钮

[![finance-employee-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/r8ffinance-employee-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/r8ffinance-employee-zh.png)

供应商模态出现

[![supplier-view-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-view-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-view-modal-zh.png)

# 发放付款

点击供应商/员工右侧的“支付”按钮

[![finance-employee-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/zJlfinance-employee-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/zJlfinance-employee-zh.png)

输入日期、银行账户、冲账金额等，然后点击“更新”

[![payment-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/payment-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/payment-modal-zh.png)

# 请款

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-expense-zh.png)

# 创建请款

点击费用表右上角的“新费用”

[![expense-new-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-zh.png)

当费用模态出现时，输入所有信息并单击“创建”按钮。

如果需要，请单击“+ 添加行线”

[![expense-new-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-zh.png)

# 更新请款

点击费用右侧的“更新”按钮

如果没有“更新”按钮，则费用无法更新。

[![expense-update-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-zh.png)

当费用模态出现时，更新费用数据并点击“更新”按钮

如果需要，请单击“+ 添加行线”

[![expense-update-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-zh.png)

# 查询请款

点击费用右侧的“查看”按钮

[![expense-view-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-zh.png)

费用模态出现

[![expense-view-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-zh.png)

# 提交请款

点击费用右侧的“提交”按钮

如果没有“提交”按钮，则无法提交费用。

[![expense-submit-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-zh.png)

当费用模态出现时，点击“提交”按钮确认提交

[![expense-submit-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-zh.png)

# 撤回请款

点击费用右侧的“撤回”按钮

如果没有“撤回”按钮，费用就不能收回。

[![expense-retract-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-zh.png)

当费用模态出现时，点击“撤回”按钮确认撤回

[![expense-retract-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-zh.png)

# 批准请款

点击费用右侧的“批准”按钮

[![expense-approve-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-zh.png)

出现费用模态时，点击“批准”或“驳回”按钮确认

[![expense-approve-expense-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-zh.png)

# 库存

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-inventory-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-inventory-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-inventory-zh.png)

# 库存

点击库存物品右侧的“查看”按钮

[![warehouse-inventory-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/BB6warehouse-inventory-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/BB6warehouse-inventory-zh.png)

出现该物品的库存交易模态

[![inventory-transaction-modal-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-zh.png)

# 会计科目

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-chart-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-chart-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-chart-zh.png)

# 创建会计科目

点击会计科目表右上角的“新会计科目”

[![accounting-chart-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/accounting-chart-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/accounting-chart-zh.png)

输入会计科目数据，然后点击“提交”。

[![chart-account-modal-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/chart-account-modal-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/chart-account-modal-zh.png)

# 更新会计科目

点击会计科目右侧的“更新”按钮

[![accounting-chart-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/9Dhaccounting-chart-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/9Dhaccounting-chart-zh.png)

更新数据，然后单击“更新”。

[![chart-account-update-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/chart-account-update-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/chart-account-update-zh.png)

# 查询交易

点击会计科目右侧的“查看”按钮

[![accounting-chart-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/h6oaccounting-chart-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/h6oaccounting-chart-zh.png)

交易模态出现

[![chart-account-transaction-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/chart-account-transaction-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/chart-account-transaction-zh.png)

# 费用项

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

<div id="bkmrk-"><div><div>[![expendable-list-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-list-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-list-zh.png)</div><div></div><div></div></div></div>

# 创建费用项

点击会计科目表右上角的“创建费用项”

[![expendable-list-create-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/jfOexpendable-list-create-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/jfOexpendable-list-create-zh.png)

输入费用项数据，然后点击“创建”。

[![expendable-modal-create-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-modal-create-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-modal-create-zh.png)

# 更新费用项

点击费用项右侧的“更新”按钮

[![expendable-list-update-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-list-update-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-list-update-zh.png)

更新数据，然后单击“更新”。

[![expendable-modal-update-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-modal-update-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-modal-update-zh.png)

# 查询费用项

点击费用项右侧的“查看”按钮

[![expendable-list-view-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-list-view-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-list-view-zh.png)

费用项模态出现

[![expendable-modal-view-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/scaled-1680-/expendable-modal-view-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2024-04/expendable-modal-view-zh.png)

# 报告

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-report-zh.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/accounting-report-zh.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/accounting-report-zh.png)

# 库存报告

点击“库存报告”； 然后下载 PDF 库存报告。

[![accounting-report-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/accounting-report-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/accounting-report-zh.png)

# 老化库存

点击“老化库存”

[![accounting-report-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/snnaccounting-report-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/snnaccounting-report-zh.png)

选择日期，然后单击“更新”

[![aging-inventory-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/aging-inventory-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/aging-inventory-zh.png)

# 工具

# 简介

下面显示示例视窗。

本章节介绍视窗中包含的功能。

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/IlGaccounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/IlGaccounting-tool-zh.png)

# 调整库存

在工具窗口点击“调整库存”

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/accounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/accounting-tool-zh.png)

更新单价，选择费用账户，然后点击“提交”

[![finance-tool-inventory-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/finance-tool-inventory-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/finance-tool-inventory-zh.png)

# 调整寄售库存

点击工具窗口中的“调整寄售库存”

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/7XTaccounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/7XTaccounting-tool-zh.png)

选择合适的供应商、仓库

更新单价、数量，点击“提交”

[![consignment-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/consignment-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/consignment-zh.png)

# 计算佣金

在工具窗口点击“计算佣金”

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/adZaccounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/adZaccounting-tool-zh.png)

按照指导步骤计算佣金.

确认的结果可以在最后一步转换为费用.

[![commission-1-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/commission-1-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/commission-1-zh.png)

# 应收款下载

在工具窗口点击“应收账款下载”

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/accounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/accounting-tool-zh.png)

选择日期范围，然后单击“请求”

[![receivable-collection-1-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/receivable-collection-1-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/receivable-collection-1-zh.png)

进度完成后，点击“下载”下载压缩文件

[![receivable-collection-2-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/receivable-collection-2-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/receivable-collection-2-zh.png)

# 费用下载

在工具窗口点击“费用下载”

[![accounting-tool-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/MC8accounting-tool-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/MC8accounting-tool-zh.png)

选择日期范围，然后单击“请求”

[![expense-collection-1-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/expense-collection-1-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/expense-collection-1-zh.png)

进度完成后，点击“下载”下载压缩文件

[![expense-collection-2-zh.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/scaled-1680-/expense-collection-2-zh.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-01/expense-collection-2-zh.png)