Software Help Guides
Getting Started
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?
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
Expenses
Banking
- Bank account summary
- MFA (Multi Factor Authentication)
- Open banking is here
- Bank Rules
- Direct transfers
- Dealing with cash