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Documentation

Basics

  • Getting started
  • Companies
  • Users & access
  • Dashboard, search & quick-add
  • Your language

Setup

  • Chart of accounts
  • Currency
  • Payment methods
  • Fiscal years
  • Number series
  • Sales rounding
  • Taxes
  • Company details
  • Email (SMTP)
  • API keys
  • Articles (products & services)

Sales & CRM

  • Customers & suppliers
  • Sales invoices
  • Credit notes
  • Advance invoices
  • Quotes
  • Sales orders

Purchasing

  • Purchase orders
  • Related documents
  • Vendor bills
  • Expense reports
  • Supplier price lists

Warehouse

  • Stock & warehouse
  • Warehouses
  • Stock transfers & waybills
  • Packing slips
  • Opening stock & stocktaking
  • Recipes
  • Production

Accounting

  • General journal
  • VAT declarations
  • Payments
  • Reports
  • Printing & emailing documents
  • Copying a document
  • Internal memo
  • General ledger
  • Account balances
  • Bank reconciliation

Fixed assets

  • Fixed assets & depreciation

Payroll

  • Employees
  • Payroll taxes
  • Pay runs
  • Payroll tax declarations
← Documentation

Payment methods

Bank accounts and cash registers, linked to your ledger.

Payment methods are where money moves through your business. Each one is linked to a ledger account and a currency.

Bank accounts

Add each bank account with its name, IBAN and SWIFT/BIC, and link it to the ledger account it represents (e.g. Bank).

Cash registers

Cash registers work the same way, without IBAN/SWIFT - just a name, a ledger account and a currency.

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Accounting & CRM software for small business.

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