Help & Feedback Section
Where customers can find articles and videos to help them use Business Finance Assistant more efficiently
Accountant's Help Section
- Manually importing a cash payment or a one-off transaction?
- Closing the end of the financial year
- Enabling and Accessing Accountant-Level Features in Business Finance Assistant
- Getting started with the Chart of Accounts and Journals
- Uploading a Chart of Accounts
- Importing Journal Entries
Bank Transactions
- Why do my deleted transactions keep reappearing?
- How can I manually import a cash payment or a one-off transaction?
- How do I delete a bank account that I added in error?
- Why does my invoice show as ‘Unpaid’ when I have already categorised and confirmed the associated transaction?
- How can I edit an incorrectly categorised transaction?
- How do I sync my bank account manually?
Account management / admin
- How can I reset my password
- A user has been disabled, how can I enable access?
- How can I change my billing account?
- Business Finance Assistant has been added to your online banking
- How to stop the reconnect banner appearing for a closed or inactive bank account
- How to add Business Finance Assistant to Online for Business
Connecting Accounts
- How to set an Opening Balance for a Fixed Asset account
- How to set an Opening Balance when importing cash or statement account
- Video: Connect a bank account to Business Finance Assistant
- Do I need my bank card and card reader to link my Business Bank Account to Business Finance Assistant?
- How to connect a Lloyds Bank business account to Business Finance Assistant
- How to connect a Lloyds Bank Commercial account for Commercial Banking Online users
Incomings: Quotes | Invoices | Customers | Products | Services
- How do I create and send a quote?
- Why convert a quote into an invoice?
- What are the different quote statuses?
- How do I create an invoice?
- Where can I see all my invoices?
- Where can I find customer contact details?
Outgoings: Expenses | Suppliers
- How do I create a supplier?
- Why create expenses?
- How can I see all of my suppliers?
- How can I see all of my expenses?
- How can I postpone a supplier payment for a created expense?
- How do I modify forecast suggestions?
VAT
- How do I correctly match documentary evidence to my bank transactions?
- How can I make a VAT claim?
- How do I set VAT rates on incoming transactions if I’m using a separate invoicing system?
- Why is a transaction appearing twice in my VAT return?
- How do I check if a transaction has already been included in a previous VAT return?
- How can I split a vat entry?
Reports
- Video: View profit and loss report
- How can I get my 'Membership Subscription Fees' to appear on my P&L under 'Income' and not 'Sales'?
- How can I view my financial reports including balance sheet, general ledger and trial balance?
- How can I run a Profit and Loss report
- How do I view my Profit and Loss report?
- How can I export my data as an Excel file?
Import Guides
Q & A
- How can I sort/filter or search for a bank transaction
- How can I confirm an 'Owners Wage' or 'Owners draw'?
- I'm having issues accessing the webinar
- What should I do if the forecast does not seem right?
- How should I categorise a dividends payment?
- Can I create purchase orders?