Video Help

Getting Started

• Overview & Easy Steps
• Customer Records
• Chart of Accounts
• Transaction Tables
• Opening Balances
• Opening Creditors and Debtors

Transactions

• Adding a Sale
• Adding a Sale on Credit (Selling on Credit)
• Customer Full Payment for Sale on Credit
• Customer Part Payments for Sale on Credit
• Quotation
• Converting Quotes to Sales
• Reversing a Sale
• Issue Customer Credit Note
• Entering a Purchase
• Supplier Records
• Part Paying a Supplier

Documents

• Template Editor Overview
• Customising your Invoice

Miscellaneous

• Views (Table Filters)
• Reconciling a Bank Statement
• Bad Debts Write Off
• Director’s Loan
• Sole Trader Drawings
• Stock Movement
• How to Lock Transactions
• Show Accounts in the Books
• Payroll Payments
• Create New Groups
• Show or Hide Columns
• Template Transactions
• Automated Entries

Reports

• Chart of Accounts Reports
• Aged Creditors
• Aged Debtors

VAT Return

• VAT Return Component Overview
• VAT Return Standard Accrual
• How to Enter Flat Rate Transactions
• VAT Return Flat Rate
• How to Enter Cash Accounting Transactions
• VAT Return Cash Accounting

Add-ons

• Budgeting and Forecasting
• Cost Centres
• Product Management
• Multi-Currency
• Using a Foreign Bank Account