Learn how to enter bookings with Pesaris in this short tutorial.
Or, at the end of the page, download the training material directly as a pdf file. 
Registration / Login 
Open the page www.pesaris.com and click on the «LOGIN» button.
Enter the access data you have received from us by email.
 |  | If you log in to Pesaris for the first time, you will be prompted to change your password and set a personal password. |
Welcome
After logging in, the following screen appears:
 | Use the button «ADD / REMOVE WIDGETS» to display helpful information directly on the start page. |
Entering Postings
Now we would like to dedicate ourselves to the bookkeeping and enter a booking.
To do this, click on the button «accounting» and then click on «Revenues / Expenses».
You should now see the following view:
The «Revenues / Expenses» page is ideal if you want to post your cash, such as the cash or bank accounts;
You simply select the account and enter your bookings using the button «+ ADD REVENUE» or «- ADD EXPENSE».
Let's do an example
Let is assume that you have paid two bank payments for the payment of the rent and the telephone bill and now want to post them.
Choose an account | |||
 | Go to the «Account» field and delete the existing entry «1000». Since we want to post a bank payment in our example, we write e. g. the word «bank» in the field «account». You will now see a list of all accounts that have the term «bank» in their name. We select the first entry «1020 - Musterbank Konto CHF».
| ||
Call up the booking mask: | |||
 | Next, we click on the «- ADD EXPENSE» button to open the booking form. | ||
Since we want to post a collective payment with two bank payments, we set the check mark
in the checkbox «collective voucher».
| If you do not know the account number, you can search for the desired account by entering a name such as «Rent» or by clicking on the |
icon to view the chart of accounts and find the desired account.The other postings are entered in the same way as the first posting.
| Since VAT is normally charged on telephone bills, Pesaris automatically proposes a VAT code and calculates the VAT amount for the reclaim. If you are not liable to pay VAT or if you settle the VAT according to the balance tax rate, this can of course be adjusted in the system settings. Just ask us and we will show you the correct settings. |
Complete the booking with
We did it!
Both postings were entered as a collective document.
Click on «Save» to save the bookings and close the booking form.
Both bookings now appear on the overview page.
| About the |
symbol you can change, delete, copy, or display additional information about the posting. Test Pesaris
Try a few more bookings and click on the other menus.
The trial access is free of charge and you will receive free support if you have any questions.
How can we help you?
Of course, the example shown here is only one way of entering postings.
Here you will find further information on where bookings can be made everywhere.
Pesaris is simple to set up and does not require any special training. Nevertheless, it is not always easy for you as a newcomer - besides your daily business - to get a complete picture of the software in a very short time.
Simply contact us to get a quick answer to your questions.
sales@pesaris.com 
+41 61 511 28 28
Online Demo
We would be pleased to offer you a short presentation of Pesaris via telephone and Teamviewer to give you a deeper insight into the functions and possibilities of the program.
Of course this demo is free of charge and ideal to answer your questions about Pesaris. If you are interested, please contact us.
We wish you a lot of fun with Pesaris and thank you for your interest in our software..