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Documentation Index

Fetch the complete documentation index at: https://spreesuite.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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What is BookSpree?

BookSpree is your digital assistant for all things money. Think of it as a smart ledger or a digital notebook where you record everything your business spends or earns. It helps you:
  • Stay Organized: Keep all your financial records in one place.
  • Track Spending: See exactly where your money is going.
  • Monitor Earnings: Know how much money is coming in.
  • Get Reports: Automatically create summaries like how much profit you made.
In simple terms: BookSpree = Your Business Wallet & Record Book.

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Where to find BookSpree?

You can find BookSpree in the sidebar of your application. When you click it, you will see three main areas:
  1. COA (Chart of Accounts) — View and manage all your accounts.
  2. Journal — View and manage all your financial transactions.
  3. Invoices — Manage your sales and purchase records.

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What Does BookSpree Contain?

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1. Accounting Ops

This is your “Daily Work” area. It includes:
  • Journal: A list of all your recorded money moves.
  • New Entry: Where you go to write down a new transaction.
  • Capital & Expenses: Specific areas for managing your investment and costs.
Accounting Ops Menu

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2. Accounting Setup

This is where you “Prepare” your books. It includes:
  • COA (Chart of Accounts): A list of all your account categories (like Bank, Cash, Rent).
  • Taxes: Set up how much tax applies to your transactions.
  • Discounts: Set up any price cuts you offer.
Accounting Setup Menu

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3. Invoices

Manage your billing documents here:
  • Sale Invoice: Records of what you sold to others.
  • Purchase Invoice: Records of things you bought for your business.
Invoices Menu

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Simple Terms to Know

TermWhat it means in plain English
AccountA “folder” for specific money (e.g., “Cash Folder” or “Bank Folder”).
TransactionAny time money moves (you buy coffee, a customer pays you).
JournalThe master list of all your money moves.
Debit (DR)Money going out or increasing your assets.
Credit (CR)Money coming in or increasing what you owe.
BalanceHow much is currently in an account.