Top 7 Tips to Get the Most from Delta60 Accounting SoftwareDelta60 Accounting Software is designed to streamline bookkeeping, invoicing, and financial reporting for small and medium-sized businesses. To get maximum value from it, focus not only on learning features but on integrating workflows, automations, and best practices that keep your data accurate and useful. Below are seven practical, actionable tips to help you and your team make the most of Delta60.
1. Start with a clean, well-structured chart of accounts
A clear chart of accounts is the backbone of useful accounting data.
- Review and simplify: Remove duplicate or rarely used accounts. Merge similar accounts so transactions are categorized consistently.
- Use logical numbering: Assign ranges (e.g., 1000s for assets, 2000s for liabilities) to make accounts easier to find and map.
- Establish naming conventions: Keep names short but descriptive (e.g., “Sales — Online” vs “Sales Online”) to avoid inconsistent tagging.
- Document it: Maintain a one-page reference describing each account’s purpose so new staff categorize correctly.
Benefits: cleaner financial statements, simpler budgeting, and faster reconciliation.
2. Leverage automation and bank feeds
Automation reduces manual entry and human error.
- Enable automatic bank and credit card feeds: Delta60 can import transactions directly from financial institutions—set these up for all active accounts.
- Use rules to auto-categorize: Create rules for recurring vendors or transaction patterns (e.g., monthly subscription fees) so Delta60 assigns categories automatically.
- Schedule recurring invoices and bills: For repeat customers or subscriptions, automate invoicing to save time and improve cash flow predictability.
Tip: Regularly review imported transactions and rules to refine categorization and catch mismatches early.
3. Customize dashboards and reports for decision-making
Out-of-the-box reports are useful, but customization gives you insights that matter.
- Tailor dashboards: Add widgets for cash position, aging receivables, and upcoming payroll to see key metrics at a glance.
- Create custom reports: Build and save reports for metrics specific to your business—gross margin by product line, departmental expenses, or customer profitability.
- Automate report delivery: Schedule reports to be emailed to stakeholders weekly or monthly so everyone stays informed without manual effort.
Example: A weekly cash forecast report can prevent last-minute surprises and support better payment timing.
4. Maintain strong internal controls and user permissions
Protect financial data and reduce risk of errors or fraud.
- Use role-based permissions: Grant access according to job roles—bookkeepers need transaction-level access; executives need dashboard and reporting access.
- Implement approval workflows: Require manager approval for large bills, vendor additions, or payroll changes.
- Keep an audit trail: Ensure Delta60’s activity logs are enabled so you can trace changes and see who made edits and when.
Small steps like two-person review for reconciliations significantly lower risk.
5. Integrate with other business tools
Make Delta60 the financial hub by connecting it to the apps you already use.
- Connect CRM and e-commerce platforms: Sync sales orders and customer data for faster invoicing and accurate revenue recognition.
- Link payroll and HR systems: Automate wage, tax, and benefits posting to reduce duplication and errors.
- Use Zapier or native integrations: If a direct integration isn’t available, use middleware to automate workflows (e.g., create invoices from sales orders automatically).
Benefit: fewer data silos, less manual re-entry, and timelier financial information.
6. Reconcile regularly and close books monthly
Timely reconciliation is essential for accurate financials and better decisions.
- Reconcile bank and credit card accounts weekly: Frequent reconciliation catches mistakes early and keeps cash balances reliable.
- Close books monthly: Perform month-end tasks—accruals, depreciation, and prepaid expense adjustments—so reports reflect actual performance.
- Keep a close checklist: Maintain a standardized month-end checklist to ensure consistency across months and preparers.
Doing this monthly prevents a backlog and makes quarterly and year-end reporting much easier.
7. Invest in training and continuous improvement
Software is only as powerful as the people using it.
- Provide role-specific training: Train users on the features they actually need—accounts payable, invoicing, reporting—rather than generic overviews.
- Use sandbox or test company: Practice major changes (like reconfiguring accounts or adding automations) in a test environment before applying to live data.
- Hold quarterly reviews: Evaluate workflows, rules, and integrations regularly; solicit user feedback and adjust processes to improve efficiency.
Offer short, focused refreshers after significant updates to keep the team confident and efficient.
Conclusion Applying these seven tips—clean chart of accounts, automation, tailored reporting, strong controls, integrations, regular reconciliations, and ongoing training—will help you extract more value from Delta60 Accounting Software. The result is cleaner data, faster processes, better insights, and more time to focus on business growth.