Help & Feedback Section
Where you can find articles and videos to help you use Business Finance Assistant more efficiently
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.
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
- 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
- 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?
- 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?
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 delete an attached receipt from a bank transaction or expense
- Invalid Sort Code Error Message
- Error Messages Encountered During Business Finance Assistant Account Registration
- How to create a new category so it appears on my P&L?
- Can I create purchase orders?
- How to enable multi-currency and send invoices in other currencies
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