Accountant's Help Section
Enable the Accountant-Level Features from 'Your Profile > Preferences > Show Accountancy information'
- Reporting on income
- 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
- Creating sub-categories
- How do I create a new account under Long-term Liabilities on the Chart of Accounts page?
- How to add a category and link it to an accounting account such as a fixed asset account
- Manually importing a cash payment or a one-off transaction?
- Enabling and Accessing Accountant-Level Features in Business Finance Assistant
- Importing customers, suppliers, products and services
- Adding multiple Customers, Suppliers, Categories and VAT rates to a transaction
- Matching documentary evidence to bank transactions?
- Reviewing and categorising bank transactions
- Editing transactions
- Confirming bank transactions
- Creating a statement or cash account
- Reconciling part-payment of a multi-item supplier invoice / expense
- Manually matching invoices to mark them as paid
- Partial payment of multiple invoices?
- Categorising Payroll Transactions with Deductions
- Creating an expense, including photo capture of receipts and supplier invoices
- Categorising Payments from Card Providers with Deductions