> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/bookkeeping-workflows.md). # Bookkeeping Workflows - [Categorization](https://docs.kick.co/accountants/bookkeeping-workflows/categorization.md): Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control. - [Custom Categories](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/custom-categories.md): Create custom categories to tailor Kick's categorization to your client's specific reporting needs. - [Categories vs General Ledger](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger.md): Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants. - [Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions.md): View, categorize, and manage all synced transactions across your client's entities from a single tab. - [Deleting Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions/deleting-transactions.md): Manage transactions that should not be included in business financials. - [Personal to Business](https://docs.kick.co/accountants/bookkeeping-workflows/personal-to-business.md): Have your clients connect their personal accounts to Kick to capture all deductions. - [Transfers](https://docs.kick.co/accountants/bookkeeping-workflows/transfers.md): Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses. - [Rules](https://docs.kick.co/accountants/bookkeeping-workflows/rules.md): Automate your bookkeeping by creating Rules. - [Splits](https://docs.kick.co/accountants/bookkeeping-workflows/splits.md): Split transactions across categories, classes, entities, and more. - [Classes](https://docs.kick.co/accountants/bookkeeping-workflows/classes.md): Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business. - [Counterparties](https://docs.kick.co/accountants/bookkeeping-workflows/counterparties.md): Manage your customers and vendors across entities in a consolidated view. - [Documents](https://docs.kick.co/accountants/bookkeeping-workflows/documents.md): The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else. - [Consolidation](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation.md): Set up a consolidation group and review consolidated financial statements across related entities. - [Ownership Canvas](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/ownership-canvas.md): Map ownership and other relationships between entities in a workspace. - [Set Up a Consolidation Group](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/set-up-a-consolidation-group.md): Create a consolidation group and choose the ledger for each entity. - [Review Consolidated Reports and Eliminations](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/reports-and-eliminations.md): Review consolidated financial statements, automatic eliminations, and intercompany activity. - [Intercompany](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/intercompany.md): Review and resolve matched and unmatched intercompany activity across a consolidation group. - [Manual Eliminating Entries](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/manual-eliminating-entries.md): Create, edit, delete, and reverse group-level eliminating entries. - [Invoicing](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md): Create, send, and track invoices, and keep your receivables in sync with your books. - [Create a Kick invoice](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/create-a-kick-invoice.md): Create, design, and send invoices natively from Kick. - [Items](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/items.md): Items are the products and services you sell. Save them once, then add them to any Kick invoice without retyping the name, price, or accounts. - [Invoice templates](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/invoice-templates.md): Create templates with saved details, items, design, and email to create future invoices in seconds. - [Set up payments](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/set-up-payments.md): Let customers pay your Kick invoices online. - [Invoice status](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/invoice-status.md): Track where each invoice stands, from Draft to Paid, and what each status means for your books. - [Billable expenses](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/billable-expenses.md): Track expenses you've paid on a customer's behalf and bill them back on a Kick invoice. - [Reconcile A/R](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/reconcile-a-r.md): Match customer payments to invoices so your receivables stay accurate. - [Bill Pay](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay.md): Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger. - [Ramp Chart of Accounts Setup](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup.md): Import your Kick Chart of Accounts to Ramp in three steps. --- # Agent Instructions This documentation is published with GitBook. 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