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?
- When trying to connect an account I see "Due to a technical problem you can't share your data at the moment" message
- I have a property company, how can I see all expenses and invoices linked to my property?
- How to enable multi-currency and send invoices in other currencies
- 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'?
- How do I continue using Business Finance Assistant after my free trial has ended?
- Can I use Business Finance Assistant as a document storage facility?
- Can I record depreciation on equipment, machinery and vehicles?
- How can I create an invoice in another currency?
- Can I manage more that one business using Business Finance Assistant?
- Can I use Business Finance Assistant on my mobile phone? Is there an app?
- Can I import data from Quickbooks, Sage, Xero and other accounting software?
- How to change the payment terms on invoices
- 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?
- How can I create one customer with multiple recipients for a client with several branches but with same invoice address?