Help & Feedback Section
Where you can find articles and videos to help you use Business Finance Assistant more efficiently
Accountant's Help Section
- 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
- Closing the end of the financial year
Bank Transactions
- Customise categories from mobile and tablet device
- How can I filter or sort my bank transactions
- Why is it important to review my bank transactions
- How can I sort/filter or search for a bank transaction and make simultaneous updates?
- How do I review a bank transaction?
- How do I add multiple Customers, Suppliers, Categories and VAT rates to a transaction?
Account management / admin
- 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?
- How can I reset my password
- How do I set my 'Current accounting window' start and end dates?
VAT
- How can I view past VAT reports
- Video: VAT returns
- How do I get Business Finance Assistant set up for submitting VAT returns in compliance with Making Tax Digital?
- UK VAT rate guide
- How do I correctly match documentary evidence to my bank transactions?
- How do I set VAT rates on incoming transactions if I’m using a separate invoicing system?
Reports
- 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
- Can I run a P&L report for individual transaction categories?
- How can I get my 'Membership Subscription Fees' to appear on my P&L under 'Income' and not 'Sales'?
- Why doesn't my income show up on my profit and loss (P&L) report?
Import Guides
Q & A
- Can I create purchase orders?
- How to enable multi-currency and send invoices in other currencies
- How can I create an invoice in another currency?
- Can I use Business Finance Assistant on my mobile phone? Is there an app?
- What should I do if the forecast does not seem right?
- Why am I getting logged out?
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