How to get started.

Update your details (i.e., your company details) or if you are using the demo simply use the existing details.

Add/update your customer/supplier details. As well as maintaining your customer/supplier contact list this will enable you to pre-fill required details when creating transactions.

Transactions are split into:

• invoices (online sales invoices),
• income (other income such as bank interest received)
• expenses
• taxes
• capital and
• dividend

Transactions are created from the cashbook. The cashbook records your business income and expenditure and when and what is paid or received. The cashbook receipts and payments should always mirror your company bank account.

When raising transactions bear in mind the following useful tips:

• key in the required customer/supplier fields such as name, address etc., or pre-fill these details by selecting your customer/supplier from the drop down box.
• pre-filled details can always be overwritten if necessary.
• line items (invoices) refer to unit and rate. For example, 40 hours (units) at £65.00 per hour (rate) for consultancy.
• line items (other transactions) refer to net amount and vat amount. For example £50 (Net £) and £8.75 (VAT £) for an expense.
• if you have more than one line item you can select the number of lines that you require before entering line details.
• to check your invoice view it.
• all transaction are fully editable from the cashbook.

Remember - you can always email us if you are having problems.