Chapter 9 — Finance and Accounting
Translation in Progress
The full English translation of this chapter is in progress. A short overview is provided below. For the complete content, please refer to the Turkish version or contact support.
This chapter describes the financial module of Shipots: income/expense tracking, account management, invoicing, collections, e-Invoice (Turkish Revenue Administration) integration, and the procurement request workflow.
Pages in this module
| Page | URL | Function |
|---|---|---|
| Income / Expense | /finance | Transaction list, categories, yearly reports |
| Accounts | /cari-hesap | Customer/supplier cards, e-Invoice liability |
| Invoices | /invoices | Sales/purchase invoices, payment plan, collection |
| Payment Result | /payment-result | Shipots subscription payment callback |
| e-Invoice Settings | /efatura-config | eLogo integrator settings |
| e-Invoice Outbox | /efatura-sender | Bulk/single invoice submission to GİB |
| e-Invoice Inbox | /efatura-inbox | Incoming e-Invoices from suppliers |
| Taxpayer Lookup | /efatura-mukellef | VKN liability and alias query |
| Requests | /purchase-requests | Procurement approval flow |
Important: Sending an online payment link to customers (iyzico/PayPal/Stripe collection) is not yet available in Shipots. Payments are recorded manually. The
/payment-resultpage is for Shipots' own subscription fee payment (iyzico).
Sections in this chapter
- 9.1 Income / Expense Dashboard — Multi-currency transactions, annual reports
- 9.2 Account Management — Customer/supplier, e-Invoice taxpayer info, VKN lookup (eLogo)
- 9.3 Invoice List — 5 invoice types, status filters, aging report
- 9.4 Invoice Creation — Header, line items, currency (3 rates), payment plan with auto-split
- 9.5 Payment Recording — Manual collection
- 9.6 e-Invoice Setup — eLogo integrator credentials
- 9.7 e-Invoice Outbox — Send invoices to GİB (individual or bulk)
- 9.8 e-Invoice Inbox — Receive, inspect, accept/reject, import supplier invoices
- 9.9 Taxpayer Lookup — VKN/TCKN liability check + bulk account update
- 9.10 Purchase Requests — 7-state workflow (Draft → Pending → Approved → Ordered → Delivered), email to supplier, automatic expense record creation on delivery
- 9.11 Typical Finance Flow — Monthly close checklist
Key features
- 3-currency tracking (Transaction / Reporting / TRY)
- TCMB rate integration for currency conversions
- eLogo e-Invoice integration (Basic Invoice / Commercial Invoice / e-Archive profiles)
- iyzico subscription payment (for Shipots' own plans, not customer invoices)
Next chapter: Chapter 10 — Inventory Management.