# AccAssistant

## Docs

- [Transaction Categorization](https://docs.accassistant.com/bank-accounts/auto-matching.md): Organize and categorize bank transactions efficiently
- [Transaction Review & Management](https://docs.accassistant.com/bank-accounts/bank-reconciliation.md): Review and manage bank transactions efficiently in AccAssistant
- [Importing Bank Statements](https://docs.accassistant.com/bank-accounts/importing-statements.md): Import bank statements and transactions into AccAssistant
- [Manually Add a Bank Account](https://docs.accassistant.com/bank-accounts/manually-add-account.md): Learn how to manually add and configure bank accounts in AccAssistant
- [Import / Export Chart of Accounts](https://docs.accassistant.com/chart-of-accounts/bulk-import-export.md): Import and export Chart of Accounts for migration or setup
- [Manually Add an Account](https://docs.accassistant.com/chart-of-accounts/manually-add-account.md): Create general ledger accounts in your Chart of Accounts
- [Manually Add an Entity](https://docs.accassistant.com/entities/manually-add-entity.md): Create and manage multiple business entities in AccAssistant
- [Run Period Closing](https://docs.accassistant.com/entities/period-closing.md): Set closing dates to prevent changes to historical accounting data
- [AccAssistant Documentation](https://docs.accassistant.com/index.md): The AI-Powered Accounting Platform for Modern Accounting Firms
- [Invoice Attachments & OCR](https://docs.accassistant.com/invoices/attachments-ocr.md): Process invoice attachments with OCR and AI-powered data extraction
- [Email Invoice Sync](https://docs.accassistant.com/invoices/auto-sync.md): Sync invoices from connected email accounts with AI-powered processing
- [Manage Mailboxes](https://docs.accassistant.com/invoices/manage-mailboxes.md): Connect email accounts to import invoices
- [Attach Supporting Documents](https://docs.accassistant.com/journal-entries/attach-documents.md): Attach receipts and documents to journal entries
- [Audit Trail](https://docs.accassistant.com/journal-entries/audit-trail.md): View complete history of all changes to journal entries
- [Create Journal](https://docs.accassistant.com/journal-entries/create-journal.md): Create manual journal entries for adjustments and corrections
- [Upload Receipts, Invoices, or Contracts](https://docs.accassistant.com/journal-entries/upload-receipts.md): Upload and process financial documents with AI-powered data extraction
- [Quick Start Guide](https://docs.accassistant.com/quickstart.md): Get up and running with AccAssistant in 5 minutes
- [Reimbursement Approval Process](https://docs.accassistant.com/reimbursements/approval-process.md): How expense reimbursements will be approved (Future Feature)
- [Employee Receipt Uploads](https://docs.accassistant.com/reimbursements/employee-uploads.md): How employees will upload receipts for reimbursements (Future Feature)
- [Export & Audit](https://docs.accassistant.com/reimbursements/export-audit.md): Reporting and audit features for reimbursements (Future Feature)
- [Payout & Recording](https://docs.accassistant.com/reimbursements/payout-recording.md): How reimbursement payments will be processed (Future Feature)
- [Submit Reimbursement Requests](https://docs.accassistant.com/reimbursements/submit-requests.md): How to submit expense reimbursement requests (Future Feature)
- [Balance Sheet / Income Statement (BS/IS)](https://docs.accassistant.com/reports/balance-sheet-income-statement.md): Generate financial statements with customizable layouts
- [Export](https://docs.accassistant.com/reports/export.md): Export reports in various formats for analysis and sharing
- [Other Reports](https://docs.accassistant.com/reports/other-reports.md): Additional reporting options including AP aging and custom reports
- [Trial Balance (TB)](https://docs.accassistant.com/reports/trial-balance.md): Generate trial balance reports to verify account balances
- [Approval Workflow](https://docs.accassistant.com/review-flow/approval-workflow.md): Configure approval settings for journal entries
- [Notifications & Alerts](https://docs.accassistant.com/review-flow/notifications-alerts.md): Stay informed with in-app notifications
- [Preparer → Reviewer → Approver](https://docs.accassistant.com/review-flow/preparer-reviewer-approver.md): Understanding the journal entry approval workflow
- [Initial Setup](https://docs.accassistant.com/setup.md): Complete guide to setting up AccAssistant for your organization
- [Add/Remove Users](https://docs.accassistant.com/user-management/add-remove-users.md): How to add new users and manage existing users
- [Assign Roles and Permissions](https://docs.accassistant.com/user-management/assign-roles.md): Understanding user roles and permissions in AccAssistant
- [Managing Users](https://docs.accassistant.com/user-management/managing-users.md): Overview of user management in AccAssistant
- [Security & Access Control](https://docs.accassistant.com/user-management/security-access-control.md): Security features and access control in AccAssistant