Getting Started

• Where do I start in using Clever Accounts?
• Contact us
• System Requirements
• Help with Cater Allen Application
• A guide to the symbols, icons and shortcuts on the portal

Frequently Asked Questions

• Dividends - FAQs annual update
• Can I see what my personal tax liability will be?
• Do I enter my monthly wage or dividend as an expense?
• Why are my dividends showing in brackets on the Dashboard?
• What code do I use when I am recharging expenses back to my client?
• The portal would benefit from a new feature. Can this be implemented?

See all 10 articles

Invoicing

• Adding a sales invoice
• Add logo or bank details
• Adding a manual payment to an invoice
• Create a credit note
• Creating and Editing a Project
• Emailing an invoice

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Expenses

• How to add expenses paid personally
• Recharging an expense
• Batch payments of expenses
• Adding business miles travelled
• How to delete an expense payment
• Claiming business miles and creating an expense claim

Banking

• Bank account summary
• Open banking is here
• Bank Rules
• Direct transfers
• Dealing with cash
• Importing a csv file

See all 15 articles

Bills

• Creating and Using Bills
• Create a credit note
• Enter a recurring bill
• Recharging a bill to a customer
• Remove a payment against a bill

Contact

• Adding a customer or supplier contact
• How to add a logo and bank details to your invoice

Settings

• Company details
• VAT settings
• Invoice settings
• Reusable Items
• Email templates
• Accounting settings

See all 7 articles

General

• Company Details
• How to add a recurring salary payment
• Why process the year end?
• Bank feed service details for Cater Allen

Dividends

• How to check available dividends?

VAT & Taxes

• View a VAT Return
• Making Tax Digital