Question 1

Why can’t I log in on Safari?

Accepted Answer

If you are using Safari and encounter issues with login or form submission, please try the following solutions:

How to fix this issue
1. Use the “Login with Email” option to avoid reCAPTCHA-related issues on Safari.
2. If the issue persists, disable “Prevent Cross-Site Tracking” in your Safari settings:

💻On Mac
 • Open Safari
 • Go to Safari → Settings
 • Select Privacy
 • Uncheck Prevent Cross-Site Tracking
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📱On iPhone / iPad
 • Go to Settings
 • Tap Safari
 • Turn off Prevent Cross-Site Tracking

After updating the settings, refresh the page

and try again.
If the issue still persists, please contact our support team for assistance.

Question 2

Modifying Document's Amount (Invoice/Purchase/Expense) After Payment is Applied

Accepted Answer

If you find the need to edit the document's amount or unit, which impacts the total payable/receivable amount, after a payment has been applied, you must delete the payment before making any edits to the documents

#EditInvoice #EditPurchase #EditExpense #DeletePaymentApplied

Question 3

Creating Invoices, Purchases, or Expenses in Foreign Currency

Accepted Answer

When creating an overseas Invoice/Purchase/Expense in a currency other than your base currency, it's essential to create a new Customer or Vendor with the corresponding currency.

Avoid using a customer or vendor with an undefined currency to create overseas Invoice, Purchase, or Expense.

If you mistakenly assigned an undefined currency to your Customers/Vendors, you'll need to delete all related transactions for that Customer/Vendor. Then, edit and save it with the correct Foreign Currency.

This ensures accurate and proper handling of transactions in different currencies.

#ForeignCurrency #Overseas #ForeignCurrency

Question 4

How to Add Overseas Customers/Vendors in Foreign Currency

Accepted Answer

Selecting Foreign Currency
When creating Overseas Customers or Vendors in a foreign currency, avoid using the [+Add New] pop-up window, as this feature is exclusively for local currency Customers/Suppliers.

Instead, navigate to the left menu bar, select the Customers/Vendors tab, and click on the [+New Customer/Vendors] button. 
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In the billing information, you can choose the Foreign Currency option for your new Customers/Vendors.

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If you mistakenly assigned an undefined currency to your Customers/Vendors, you'll need to delete all related transactions for that Customer/Vendor. Then, edit and save it with the correct Foreign Currency.

Name for Overseas Customers/Vendors
For better clarity, it's advisable to specify the currency used for Overseas Customers/Vendors in their name, such as "Apple Inc (USD)". This ensures a clear representation of the relevant currency for transactions.

#OverseasCustomers #OverseasSuppliers #ForeignCurrency

Question 5

Multiple Account Registration and Admin Access

Accepted Answer

The email used to register an Inxides App account will be granted Definite Admin access.

If you are a bookkeeper, accountant, or account manager handling multiple sets of company accounts, it is advisable to use a unique email address for each new account. If you don't have one, feel free to register a new email account with Gmail (https://accounts.google.com/lifecycle/steps/signup/name?continue=https://mail.google.com/&dsh=S-2080319916:1703134764927495&flowEntry=SignUp&flowName=GlifWebSignIn&ifkv=ASKXGp3gzrluwrYDG68bXtarOjdjhq0SpBdNVIrutUZ8hDut1jBhKOtO5_E9hMBllMw1Dqa6gKOoyA&theme=glif&TL=AHNYTIQfA_LkN6_nPpzL9OgFnYqmzeeNRdAHgz9OKT2CjzAcqhcRfZ1syLBUCoPG).

The email address used to register the Inxides app account (First Owner Access) will be able set up the company account, create users, reset users' passwords, and perform other administrative tasks.

Please be aware that Inxides will Only Acknowledge the email used during the account registration process for verification requests. It is crucial to access the account cautiously and ensure that you keep your credentials securely.

This ensures secure and efficient management of your Inxides App accounts.
#InxidesApp #AdminAccess #MultipleAccountRegistration

Question 6

Foreign Currency Bank Reconciliation

Accepted Answer

Guide for Reconciling Foreign Currency Bank Transactions on Inxides
Please follow these steps carefully to ensure accurate reconciliation.
1. ➕Create Two Bank Accounts:
 • Foreign Currency Bank (e.g., GBP Bank): Represents the actual foreign currency bank account. This is where your actual transactions in foreign currency (e.g., GBP) will be reflected after the reconciliation.
 • Local Equivalent Bank (e.g., GBP Bank -  USD Equivalent): Represents the equivalent amount in your local currency (e.g., USD).

2. ⏳During Reconciliation:
 • Enable adjustment to the target line items on Inxides transaction.
 • Use (+/-) Equivalent Adjustment to match the Bank Statement line amount in foreign currency.

3. ✅Reconcile Foreign Currency Bank:
 • Reconcile transactions in foreign currency.
 • By doing so, the equivalent amount will split into the "Local Equivalent Bank".
 • If you sum up the "Foreign Currency Bank" and the "Local Equivalent Bank", it will reflect the net value in the local amount.

Example:
Local Currency = USD
Foreign Currency = GBP

You have a transaction in your GBP Bank for GBP 100, currency rate applied @1.3
Bank Reconciliation on Inxides reflects this as USD 130
In order to reconcile to the target bank line item of GBP 100, an adjustment of USD 30 is required.

Outcome
Bank Account (As per Balance Sheet on Inxides)
1. GBP Bank : USD 100 (Reconciled as per bank statement)
2. GBP Bank Equivalent :  USD 30
=Total Equivalent of GBP 100 in USD is USD 130

By following these steps, you can effectively reconcile your Foreign Currency Bank in foreign amounts, and the Equivalent Local Currency Bank will show the net value in the local currency.
Feel free to reach out if you need further clarification or assistance!

#Inxides #BankReconciliation #ForeignCurrency

Inxides外币银行交易对账指南。请仔细按照以下步骤进行，以确保准确对账。

1. ➕创建两个银行账户：
 • 外币银行（例如，GBP银行）： 代表实际的外币银行账户，记录你在外币（例如，GBP）的实际交易。
 • 本地等值银行（例如，GBP银行 - USD等值）： 代表本地货币（例如，美元）中相同的金额。

2. ⏳对账时：
 • 在 Inxides 交易中启用对目标行项目的调整。
 • 使用（+/-）等值调整以匹配外币的银行对账单金额。

3. ✅对账外币银行：
 • 对外币交易进行对账。
 • 通过这样做，等值金额将分割到“本地等值银行”中。
 • 如果将“外币银行”和“本地等值银行”相加，将反映本地金额的净值。

示例： 本地货币 = 美元 外币 = 英镑
你在 GBP 银行有一笔交易，金额为 GBP 100，汇率为 1.3。 在 Inxides 上的银行对账反映为 USD 130。 为了对账到 GBP 100 的目标银行项目，需要进行 USD 30 的调整。
结果： 银行账户（按照 Inxides 资产负债表）
1. GBP 银行：USD 100 - 按照银行对账单对账
2. GBP 银行等值：USD 30 
= GBP 100 在 USD 中的总等值为 USD 130

通过按照这些步骤操作，你可以有效地对外币银行进行对账，等值本地货币银行将显示本地货币中的净值。
如有需要，随时联系我们以获取进一步的解释或帮助！

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