FAQ
Frequently Asked Questions
- 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
- 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
- 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?
- How can I confirm an 'Owners Wage' or 'Owners draw'?
- I can't connect my account, why?
- How to delete a customer credit memo
- When trying to connect an account I see "Due to a technical problem you can't share your data at the moment" message
- Can I connect my AMEX account to Business Finance Assistant?
- Can I add my mortgage account to Business Finance Assistant?
- Why do I get the message, 'connection to my account has expired'?
- Can I use Business Finance Assistant as a document storage facility?
- Managing Multiple Businesses with Business Finance Assistant:
- How to connect multi-currency accounts
- How do these cash flow forecasts differ from the accounts kept by my chartered accountant?
- Why do some quotes show in the forecasts and others do not?
- How is the forecast balance calculated?
- How are the amounts of incoming and outgoing forecasts calculated?
- Where do these cash flow forecasts come from?
- What is the advantage of having a cash flow forecast for upcoming weeks and/or months?
- What is the difference between the bank balance and the projected balance?