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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How do I set my 'Current accounting window' start and end dates?

  • Updated

To adjust the dates that you would like Business Finance Assistant to work with, you need to select the correct 'Current accounting window' start and end dates. To do so, kindly follow the below instructions:

  • Select 'Your Profile' at the top right of the screen
  • Select 'Company Settings' from the drop-down menu
  • Scroll down to the 'Finance Settings' section
  • Adjust the 'Current accounting window' start and 'Current accounting window' end dates
  • Click 'Done'

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