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Help Articles

Step-by-step guides and FAQs to quickly solve common issues

Data Entry - General
Enter Transactions - Overview
Split Transactions
Bulk Edit Transactions
View Transactions
Enterprises
Searchcodes
Data Entry - Customers and Suppliers
Customers and Suppliers - View
How do I edit/add supplier or customer details
Importing Customers and Suppliers
Importing Invoices
Customer Invoices
Credit Notes - Customers
Supplier Invoices
Credit Notes from your suppliers
Copying invoices
Suppliers to Pay
Self-billing invoice
How do I mark invoices as paid?
How do I deal with Two-Way Traders?
How do I edit an invoice with a payment attached?
Quotes
Automatic allocation of overpayments and on account balances
Customer Groups
Data Entry - Banking
Bank feeds - how to set them up
Bank Transactions - Bank Feed
Bank Transactions - File Import
Bank Transactions - Manual Entry
Creating custom bank file imports
Bank Rules
Why do I need to keep refreshing my bank feed?
What do the symbols next to my bank account mean?
My bank balance does not match my bank statement balance?
How do I remove automated bank feeds?
How do I process Inter-Bank Transfers?
Bank Reconciliation
Bank Reconciliation workflow
Data Entry - Adjustments
Adjustments
VAT Adjustments
Wages Adjustment
Profit Allocation Adjustment
Data Entry - General FAQs
How do I enter a Hire Purchase agreement?
How do I post an invoice dated in the future?
What is the Year End Process?
How do I add enterprise details retrospectively?
Is there a limit to the transactions I can enter or the users I can add?
How do I enter personally incurred business expenses?
How do I process dividends?
Dext and AutoEntry imports
How do I deal with Construction Industry Scheme (CIS) deductions?