If you are the owner

Know how the month is going before it ends: what to read in the statements, what to watch and which permissions only you grant.

Documentation · Paths by role

Getting startedWhat Containn is How it connects to hotel operations Setup: the six first-day steps Glossary of accounting and hotel terms

Paths by roleIf you are the hotel's accountant If you are the general manager If you are the night auditor If you work at the front desk If you are the owner If you are coming from another accounting system

Chart of accountsThe base chart of accounts for Mexico, account by account Account roles: what each one does How to add your own account without breaking the journal entry The SAT grouping code, explained

Hotel transaction codesWhat a concept is and why it exists How to map your codes to your accounts Concepts without an account: what it means and how to fix it Taxes: one account per tax Folio charge categories

Journal entriesThe daily póliza, line by line Manual pólizas Canceling a póliza Why a póliza is not generated: the eleven reasons Póliza numbering and the accounting period

Financial statementsIncome statement Balance sheet Cash flow statement, direct method Trial balance Account ledger

Daily operationsAccounts payable Payroll Fixed assets and depreciation Banks and reconciliation

CloseMonth-end close Year-end close Reopening: when, who, and what gets recorded

SATElectronic accounting: what you file and when Chart of accounts in XML Trial balance in XML Pólizas in XML What Containn does NOT do, and why

InvoicingStamping a CFDI 4.0 invoice Cancelling an invoice Guest self-invoicing Payment complement The digital seal certificate: how to upload it and where it lives

Accounting principlesWhy a signed day is never recalculated Accrual versus cash: why they don't match, and shouldn't The deposit ledger The business date and its cutoff Why a póliza is never edited Precision and rounding: where rounding happens, and why only once

Control and securityThe five accounting permissions Audit trail Safeguarding your information

TroubleshootingThe entry doesn't balance Cash flow doesn't tie to the balance sheet A day shows no activity The tax landed in the general account Bank reconciliation suggests nothing

ReferenceFinancial reports catalog Export formats Frequently asked questions

Containn shows you the income statement and the balance sheet from the same books your accountant works on, through the last signed day. It does not depend on someone finishing data entry or on a side spreadsheet.

What to read

Estados financieros → Estado de resultados (income statement): revenue, cost of sales, operating expenses and comprehensive financing result, with gross, operating and net income. Choose Solo el mes (month only) or Del año a la fecha (year to date).
Balance general (balance sheet) at the end of the selected month: assets, liabilities and equity, with the current-year result. The Cuadra (balances) chip confirms assets equal liabilities plus equity; if not, it shows the difference.
Balanza de comprobación (trial balance), if you want to go account by account; one click opens that account's movements.
Cierre de mes (month-end close): which months are closed, when and by whom.

The current month includes the signed days and the pólizas (Mexican journal entries) your accountant has already entered. If payroll or a vendor invoice has not been recorded yet, results look better than they are.

What to watch

Who signs each day: Finances → Day close → Signed days shows who signed and how many times a day was reopened, with the reason.
Who has which permission, in Settings → My Team. Reopening a signed day and reopening an accounting month are special permissions: nobody has them until you or the administrator grant them, person by person.
That months get closed: a closed month no longer changes without leaving a name and a reason.

Read in this order

The limits, stated once

The statements come from your hotel's books: if your group has several legal entities, each one has its own books, and today Containn does not consolidate them into a single statement. The direct-method cash flow statement is already calculated but does not have a screen in Estados financieros yet. Containn does not file tax returns: your accountant does.

Income statementWhat the hotel earned or lost in the month or year to date, by category, calculated from the same general ledger that is delivered to the SAT.Balance sheetWhat the hotel owns and owes at a month end: assets, liabilities and equity, with the year's result in its place and the balance check in plain sight.The five accounting permissionsView, configure, record, close the month and reopen it: what each Containn permission allows, who grants it, and how to separate duties.Audit trailWhat Containn records, and how to follow a peso from the trial balance to the person or process that recorded it.

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