Flexbooks User Manual

This manual describes the Flexbooks accounting application for Ukraine: a panel workspace familiar to 1C and BAS users, and easy automated migration from any existing 1C Enterprise configuration. It follows the application's sections: one chapter of the manual for each section of the sections panel.

Interface language. The main language is Ukrainian; you switch to English with the language switch in the top bar. Printed forms and regulated documents are printed in Ukrainian. The screenshots show the English interface; the sample data and the ready-made catalogs in them (companies, items, the chart of accounts) stay in Ukrainian.

Basics

1. Getting started and the panel workspace — signing in, database and organizations, the sections, functions, open windows, history and favorites panels, command palette, keyboard shortcuts, personal settings.
2. Lists and forms — dynamic lists, journals, document forms, tabular part, type-ahead input, document movements (Dr/Cr), create based on, files, history, printing.
3. Report window — parameters, settings, variants, drill-down, export and e-mail delivery.
4. Coming from 1C/BAS — how terms and keys correspond.

Application sections

1. Home — start page, organizations, accounting policy, functionality.
2. Management — the management monitor and management reports.
3. Bank and cash — payment orders, bank statement import, cash orders, advance report, cash book, cash and bank sheet.
4. Sales — proforma invoice, sales, returns, tax invoice, VAT adjustment, reconciliation act.
5. Purchases — receipts, additional expenses, incoming tax invoice, power of attorney.
6. Warehouse — transfers, write-offs, capitalization, stock count, assembly, batches.
7. Production — materials requisition, production report, production close.
8. Fixed assets — commissioning, depreciation, modernization, disposal.
9. Payroll and HR — HR documents, payroll accrual and payment.
10. Operations — manual operations, reversal, month-end close assistant, re-posting, rebuilding totals.
11. Reports — standard reports, VAT reports, regulated reporting and exchange.
12. Catalogs — chart of accounts, counterparties, items, import, classifiers.
13. Administration — users and profiles, numbering, periods, editing restriction date, compliance registry, deleting marked objects, opening balances.

Other features

1. AI features — invoice recognition, assistant, explanations, anomaly check.
2. Migration from 1C: step by step — six-step wizard, cut-over date, reconciliation.

For administrators: administrator guide.