Help & documentation

Everything that's in e-Hansa today, explained. Pick a topic from the left, or start with the basics.

Getting started

Sign in, create your first company, and find your way around.

Companies

Manage multiple companies and switch between them.

Users & access

Invite colleagues to a company by email.

Dashboard, search & quick-add

Get a feel for your business and jump to anything fast.

Your language

Switch the app between Estonian and English.

Chart of accounts

The list of accounts your bookkeeping posts to.

Currency

Set the base currency your company keeps its books in.

Payment methods

Bank accounts and cash registers, linked to your ledger.

Fiscal years

Define your accounting years and the current one.

Number series

How each register numbers its documents - ours, or your own.

Sales rounding

Ask for round money - to the nearest 5 or 10 cents - without touching the VAT.

Taxes

VAT and other taxes - rates over time, brackets, and a calculator.

Company details

Your name, registration and bank details - shown on documents.

Email (SMTP)

Connect your mail server so e-Hansa can send on your behalf.

API keys

Let your own software read and write one company's data.

General journal

Record double-entry transactions; drafts and confirmed entries.

Customers & suppliers

Your contacts - anyone you sell to, buy from, or both.

Articles (products & services)

The products and services you put on invoices and bills.

Sales invoices

Create, confirm and get paid - with the bookkeeping done for you.

Credit notes

Reverse or correct a confirmed invoice - a return, overcharge or cancellation.

Advance invoices

Ask for part of the money before you deliver - and settle it against the final invoice.

Quotes

Send customers a price offer, then turn an accepted one into an invoice.

Sales orders

Confirmed customer orders that reserve stock and turn into invoices.

Purchase orders

Order from suppliers, track what's on the way, and receive it on a bill.

Related documents

Raise a purchase order from a sale, and see which documents belong together.

Vendor bills

Record what you buy from suppliers - with input VAT handled for you.

Expense reports

Reimburse yourself or staff for expenses paid out of pocket.

Supplier price lists

What each supplier charges, by code, and how long that price stands.

VAT declarations

Generate periodic VAT returns from an editable form, and close the period.

Payments

Record money in and out, and settle invoices and bills.

Reports

Balance sheet, profit & loss, trial balance and the VAT report.

Stock & warehouse

Track inventory items with automatic FIFO costing.

Warehouses

Where your stock lives - and which of it is actually yours.

Stock transfers & waybills

Move goods between your warehouses in two steps, with a waybill.

Packing slips

The sheet that travels in the box - printed from an invoice or an order.

Opening stock & stocktaking

Get your existing stock in without invoices, and check the shelves later.

Recipes

Bills of materials - which stock items go into making a product.

Production

Make finished stock from a recipe - consume materials, receive the product at real cost.

Printing & emailing documents

PDFs for invoices and bills, plus attaching supplier originals.

Copying a document

A fresh draft with the same lines and texts, for the document you have all but written before.

Internal memo

A note on a document for your company only - printed on no PDF, ever.

General ledger

Every posting against one account, with a running balance.

Account balances

Every account's balance as of a date - your chart, at a glance.

Bank reconciliation

Tie your books to the bank statement by ticking off cleared transactions.

Fixed assets & depreciation

Register what you own and write it off over its useful life.

Employees

The people you pay, their salary and which taxes apply.

Payroll taxes

How payroll taxes are defined - and how to add your own.

Pay runs

Calculate a period's payroll, review payslips, and post it.

Payroll tax declarations

Periodic payroll tax returns (e.g. the Estonian TSD) from an editable form.