Help & Feedback Section
Where you can find articles and videos to help you use Business Finance Assistant more efficiently
Accountant's Help Section
- Reporting on income
- Migrating balances to Business Finance Assistant
- Setting your Initial Capital, Opening Balance and Closing Balance
- Getting started with the Chart of Accounts and Journals
- Uploading a Chart of Accounts
- Importing Journal Entries
Bank Transactions
- How to disable a sub-category
- Managing Bank Transfers and Credit Card Payments in Business Finance Assistant
- Customise categories from mobile and tablet device
- Sorting, Filtering, and Searching Bank Transactions
- Why is it important to review my bank transactions
- How do I review a bank transaction?
Account management / admin
- I forgot my password, how can I reset it?
- Switching between Cash and Accrual Accounting Basis
- How do I log in to Business Finance Assistant?
- Video: Add a new user
- How do I add or remove a user and adjust the user roles?
- How can I change my email address and password?
VAT
- How can I view my VAT report before filing it?
- Understanding VAT Return Boxes 1 - 9
- How to make adjustments to my VAT return?
- I can't connect to HMRC
- How do I enter a VAT-only payment when there are no bank transactions?
- Can I file my Self-Assessment / Annual Tax Return with Business Finance Assistant?
Reports
- How can I download a Balance Sheet?
- Can I download my bank statement from Business Finance Assistant?
- How can I view my financial reports including balance sheet, general ledger and trial balance?
- Video: View profit and loss report
- How can I run a Profit and Loss report
- How can I get my 'Membership Subscription Fees' to appear on my P&L under 'Income' and not 'Sales'?
Import Guides
FAQ
- How to reconcile a Director's Loan
- How to delete an attached receipt from a bank transaction or expense
- How to finalise a draft credit memo
- Add notes
- Invalid Sort Code Error Message
- Error Messages Encountered During Business Finance Assistant Account Registration
Webinars / Video Guides
- Video: Welcome to Business Finance Assistant
- Webinar: Getting started with Business Finance Assistant
- Webinar: Reconciling Incoming Customer Payments
- Video: New expense
- Video: Reconcile bank transactions with Business Finance Assistant
- Webinar - How to file a VAT return using Business Finance Assistant