Business Finance Assistant provides additional accounting-level features for customers who wish to complete more detailed accounting activity including:
- Ability to view and edit a Chart of accounts
- Ability to view and edit journal entries
To enable and access accountant-level features, follow these steps:
- Go to 'Your Profile'.
- Select 'Preferences'.
- Ensure 'On' is highlighted in green next to 'Show accountancy information'.
- Press 'Save Preferences'.
Customising the Existing Chart of Accounts
- Business Finance Assistant provides a customisable chart of accounts:
- You can add a new account:
- You can edit existing accounts or custom entries:
Customising Journals Entries
- Post a new journal entry or edit existing ones: