Pre-accounting

Invoices, customer accounts, reports and month-end routines: the basics that help you speak the same language as your accountant.

• How to choose pre-accounting software: a checklist — Choosing pre-accounting software? Check e-documents, customer accounts, collections, bank matching, stock, accountant access, migration, security, price.
• How to track customer accounts: moving from Excel to software — What is a customer account (cari), how do you track it in Excel and when should you switch? Cards, statements, terms, limits and opening balances.
• Deleting your Heyşirket account: from the app and the web — How to delete your Heyşirket account from the iOS/Android app or the panel, which data is erased and which financial records are kept for the legal period.
• Year-end closing guide: what to do before and after 31 December — Year-end closing in Türkiye: stock count, account reconciliation, doubtful receivables, depreciation, cash and bank checks, new-year prep and a checklist.
• Account reconciliation: how do you agree on a balance with your customer? — What account reconciliation is and how to do it: a sample confirmation letter, common causes of differences, BA-BS forms in 2026, and agreeing on the statement.
• Month-end close checklist: a clean month in 12 steps — Bank reconciliation, open invoices, expense documents, VAT check, stock count and handover to your accountant: a 12-step month-end close routine for SMEs.
• Switching accounting software: planning, cutover date and reconciliation — Leaving Excel or another tool? Plan what to migrate, your cutover date, field mapping, a parallel run and balance reconciliation for your business in Türkiye.
• Payments report: your expense obligations and collections side by side — How to read the Heyşirket Payments report: choosing a period, the Expenses, Collected, Open receivables and Net movement indicators, and exporting to CSV.
• Team permissions and data security: a practical framework for small businesses — Least privilege, two-step verification, revoking access when staff leave, KVKK basics and the activity log: practical data security for SMEs in Türkiye.
• Cash flow report: read collections, expenses and open receivables on one screen — Pick a period in the Heyşirket cash flow report, interpret collections, expenses, net movement and open receivables, and export the monthly view as CSV.
• Income and expense report: reading the period's net movement correctly — Compare sales, expenses, net movement and open receivables by month in the Heyşirket Income and expense report, and learn how net movement differs from profit.
• Importing data: moving from Excel, CSV or your old software — Import your customer, product, invoice, collection and expense data into Heyşirket from Excel, CSV or your old pre-accounting software, with field mapping.
• The customer account workspace: balance, documents and statement on one screen — How to read the current balance, credit limit, account transactions and statement in a customer's account workspace, and start quotes, payments and invoices.
• Plan and billing: upgrading your plan, card and bank transfer — Upgrade your plan in the company panel: Starter, Professional, Premium and Custom compared, card or bank transfer payment, auto-pay and payment history.
• Sales and collections report: what did you sell, and how much reached the bank? — Pick a period in the Heyşirket Sales report and read total sales, collected amount, open receivables and output VAT by month, then download and share as CSV.
• Two-step verification: setup, recovery codes and sessions — Add two-step verification to your Heyşirket account with an authenticator app, store your recovery codes safely and manage your open sessions in a few minutes.
• How to add a customer: a complete account card with tax ID, terms and credit limit — Add a new customer in Heyşirket: VKN/TCKN, tax office, address, default payment term, credit limit and contacts. An invoice-ready customer card, step by step.
• Team and roles: inviting users and granting permissions — Invite your teammates and accountant to Heyşirket, choose the right Sales, Finance, Inventory, Accountant or Viewer role, and close access when someone leaves.
• Company settings: business details, invoice layout and bank accounts — Set up your business details, invoice print template, bank accounts and categories in Heyşirket step by step and finish the setup center in a few minutes.
• Home dashboard guide: read your business's morning summary in 5 minutes — Read the Collection health, Collection priorities, Recent collections and Open balance concentration panels on your Heyşirket Home page in 5 minutes a day.

Pre-accounting isn't an extra fee: e-Fatura, accounts, collections, expenses and stock in your company panel's Finance section; included in Professional.

Topic hubs: Company digitalisation · Website and e-mail · SEO and Google · e-Fatura and e-Documents · Collections and cash · Expenses, stock and pricing · Tax and accountants · E-commerce and marketplaces · Appointments and customers