Section 15

Appendix: screen reference

The table lists the main screens and their routes. {id} is the record's GUID; query parameters are optional unless stated.

15. Appendix: screen reference

The table lists the main screens and their routes. {id} is the record's GUID; query parameters are optional unless stated.

15.1 Public and account screens

15.2 Dashboard, sales and purchases

Screen Route
Dashboard https://accounting.reddot.nz/Dashboard
Invoices https://accounting.reddot.nz/Invoices
Invoice details https://accounting.reddot.nz/Invoices/Details/{id}
New / edit invoice https://accounting.reddot.nz/Invoices/Create, https://accounting.reddot.nz/Invoices/Edit/{id}
Invoice lines https://accounting.reddot.nz/Invoices/Lines/{id}
Validate / post / void https://accounting.reddot.nz/Invoices/Validate/{id}, https://accounting.reddot.nz/Invoices/Post/{id}, https://accounting.reddot.nz/Invoices/Void/{id}
Send invoice https://accounting.reddot.nz/Invoices/Send/{id}
PDF / Word / online copy https://accounting.reddot.nz/Invoices/Pdf/{id}, https://accounting.reddot.nz/Invoices/Word/{id}, https://accounting.reddot.nz/Invoices/Online?token=...
Duplicate invoice https://accounting.reddot.nz/Invoices/Duplicate/{id}
Credit notes https://accounting.reddot.nz/CreditNotes (details, lines, post and reverse follow the same pattern)
Customer payments https://accounting.reddot.nz/CustomerPayments (details, create, edit, delete)
Accounts receivable https://accounting.reddot.nz/AccountsReceivable (https://accounting.reddot.nz/Outstanding, https://accounting.reddot.nz/Overdue, https://accounting.reddot.nz/All, https://accounting.reddot.nz/Aged, https://accounting.reddot.nz/Statement?contactId=..., https://accounting.reddot.nz/PaymentHistory)
Contacts https://accounting.reddot.nz/Contacts (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id})
Products and services https://accounting.reddot.nz/Items (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id})
Supplier bills https://accounting.reddot.nz/Bills (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Details/{id}, https://accounting.reddot.nz/Lines/{id}, https://accounting.reddot.nz/Post/{id}, https://accounting.reddot.nz/Void/{id})
Supplier payments https://accounting.reddot.nz/SupplierPayments (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Details/{id}, https://accounting.reddot.nz/Send/{id})
Supplier credit notes https://accounting.reddot.nz/SupplierCreditNotes (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id}, https://accounting.reddot.nz/Lines/{id}, https://accounting.reddot.nz/Post/{id}, https://accounting.reddot.nz/Refund/{id}, https://accounting.reddot.nz/Reverse/{id})
Accounts payable https://accounting.reddot.nz/Payables (https://accounting.reddot.nz/Outstanding, https://accounting.reddot.nz/Overdue, https://accounting.reddot.nz/Paid, https://accounting.reddot.nz/All, https://accounting.reddot.nz/Aged, https://accounting.reddot.nz/Statement?contactId=..., https://accounting.reddot.nz/Payments)

15.3 Accounting, banking and GST

Screen Route
Chart of accounts https://accounting.reddot.nz/ChartOfAccounts (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id})
Financial periods https://accounting.reddot.nz/FinancialPeriods (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id}, https://accounting.reddot.nz/Close/{id}, https://accounting.reddot.nz/Reopen/{id})
Year-end close https://accounting.reddot.nz/FinancialPeriods/YearEnd, https://accounting.reddot.nz/FinancialPeriods/YearEndClose, https://accounting.reddot.nz/FinancialPeriods/YearEndResult/{id}, https://accounting.reddot.nz/FinancialPeriods/ReopenYear/{id}
General ledger https://accounting.reddot.nz/JournalEntries (https://accounting.reddot.nz/Details/{id}, https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Reverse/{id})
Reports https://accounting.reddot.nz/Reports (https://accounting.reddot.nz/ProfitAndLoss, https://accounting.reddot.nz/BalanceSheet, https://accounting.reddot.nz/TrialBalance, https://accounting.reddot.nz/CashFlow, https://accounting.reddot.nz/GeneralLedger, https://accounting.reddot.nz/AccountBalances, https://accounting.reddot.nz/Export)
Bank accounts https://accounting.reddot.nz/BankAccounts (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id})
Bank transactions https://accounting.reddot.nz/BankTransactions (https://accounting.reddot.nz/Receive, https://accounting.reddot.nz/Import, https://accounting.reddot.nz/Match/{id}, https://accounting.reddot.nz/AutoMatch, https://accounting.reddot.nz/Unmatch/{id}, https://accounting.reddot.nz/Ignore/{id})
Reconciliation https://accounting.reddot.nz/BankReconciliations (https://accounting.reddot.nz/Start, https://accounting.reddot.nz/Reconcile/{id}, https://accounting.reddot.nz/Report)
Tax rates https://accounting.reddot.nz/TaxRates (https://accounting.reddot.nz/Create, https://accounting.reddot.nz/Edit/{id})
GST returns https://accounting.reddot.nz/GstReturns (https://accounting.reddot.nz/Prepare, https://accounting.reddot.nz/Details/{id}, https://accounting.reddot.nz/Recalculate/{id}, https://accounting.reddot.nz/MarkFiled/{id}, https://accounting.reddot.nz/Reopen/{id}, https://accounting.reddot.nz/Export/{id})

15.4 Organisation, billing and administration

15.5 The online manual itself

Screen Route
User manual (home, search and section list) https://accounting.reddot.nz/Manual
A section of the manual https://accounting.reddot.nz/Manual/Section/{slug} (for example https://accounting.reddot.nz/Manual/Section/banking-and-reconciliation)
Manual search (works without JavaScript) https://accounting.reddot.nz/Manual/Search?q=...
Printable manual (PDF) https://accounting.reddot.nz/manual/User-Manual.pdf

Every section can be linked to and bookmarked: the heading of each topic has a stable address, for example https://accounting.reddot.nz/Manual/Section/sales-and-accounts-receivable#44-create-an-invoice.


Document notes

  • Conventions: button and menu labels appear in bold; routes and codes appear in monospace.
  • Screenshots: captured at 1440 Ă— 960 (full-page where the screen is longer), from the demonstration organisation D&S Ltd. Personal and customer information (names, e-mail addresses, phone numbers, addresses, tax numbers, bank account numbers and links) is blurred before publication; see tools/redaction.json for exactly what is treated as private.
  • Version: this manual describes Accounting PRO v1.0 as built in the Acconting_PRO solution (ASP.NET Core MVC, .NET 10, EF Core, SQL Server).
  • Living copy: https://accounting.reddot.nz/Manual is rebuilt from this document whenever a feature is added.
  • Support: contact your organisation Owner or Administrator first; global administrators can review plans and subscriptions from the Administration menu. For the application itself, e-mail [email protected].

End of manual.

This section was last rebuilt 3 November 2026. Was something wrong, out of date or missing here? E-mail [email protected] with the section number and we will fix it.

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