DrivenSuite: Accounting Basics

You don't need to be a bookkeeper to use DrivenSuite's accounting. Every invoice, payment, payroll, and expense already flows in automatically. Your job is to review, categorize the occasional one-off, and run reports.

What's already happening for you

When you send an invoice and the customer pays it, DrivenSuite books debit Cash, credit Revenue in the background. When you run payroll, it books wages and tax liabilities. When you record an expense, it books that too. You don't have to remember any of this — but it's nice to know the books are right whether or not you ever open the Accounting module.

Chart of accounts

The Chart of Accounts is the list of buckets your money flows into and out of — Cash, Accounts Receivable, Sales, Rent, Payroll, etc. DrivenSuite ships with a standard small-business chart that fits most operators. Customize it under Accounting → Chart of Accounts if your accountant gives you a specific list.

Recording expenses

For anything that isn't tied to a vendor invoice — fuel, supplies, software subscriptions — go to Accounting → Expenses → New Expense:

1. Pick the expense category (Office Supplies, Vehicle, etc.).
2. Enter the amount and date.
3. Attach the receipt photo.
4. Save.

The expense posts to the books immediately and shows up in your P&L.

Bank reconciliation

Once a month, match what DrivenSuite shows against your real bank statement:

1. Go to Accounting → Bank Reconciliation.
2. Pick the account and statement date.
3. Tick off transactions that cleared on your statement.
4. The "Difference" field should hit zero — if it doesn't, you've got a missing or duplicate entry to investigate.

Reports your accountant will ask for

• Profit & Loss (Income Statement) — what came in, what went out, what's left.
• Balance Sheet — what you own vs. what you owe at a point in time.
• Cash Flow Statement — actual money in/out over a period.
• General Ledger — every entry, by account, for audit support.

All four are under Accounting → Reports and can be exported as PDF or Excel.

Year-end

In January, run the Year-End Close wizard. It rolls revenue and expense balances into Retained Earnings so the new year starts clean, generates summary reports for your accountant, and locks the prior year so old entries can't be edited by accident.

Tips

• Reconcile every month. A 12-month catch-up the following January is the most expensive bookkeeping you'll ever do.
• Snap receipts at the register. The expense form takes a photo — do it in the moment, not from a shoebox in March.
• If something looks wrong, don't delete it. Add a correcting entry so the audit trail stays clean.