Bookkeeping FAQs
This section covers the commonly asked questions by customers along with answers to get you back on track
Navigation: Bookkeeping > Select Client > Bank > Dashboard Next to the bank account you would like to change, click on edit using the action dr...
Thu, 25 Nov, 2021 at 11:52 AM
Navigation: Bookkeeping > Select Client > Bank > Dashboard > Select Account Please click here to find out about importing bank transactions ...
Thu, 25 Nov, 2021 at 11:54 AM
Navigation: Bookkeeping> Select Client >Purchases >Recurring You may stop the recurring purchases by navigating to Purchases and enter the end...
Thu, 25 Nov, 2021 at 11:55 AM
Navigation: Bookkeeping > Purchase > Purchases Watch how to edit a Purchase Invoice You may use the 'Action' drop-down available in the l...
Thu, 25 Nov, 2021 at 11:59 AM
Navigation: Bookkeeping > Sales/Purchases > Invoices Help/Guide: You may raise the Credit note under the purchases section. Navigate ...
Thu, 25 Nov, 2021 at 12:53 PM
Navigation: Bookkeeping > Select Client > Purchases > Payments You may simply delete the advance payment by using the delete option under Action d...
Thu, 25 Nov, 2021 at 12:53 PM
Navigation: Bookkeeping > Select Client > Reports > Customers We recommend you click on the below link to view the list of all debtors (select ...
Thu, 25 Nov, 2021 at 12:54 PM
Navigation: Bookkeeping > Client > Reports > Additional > Recent Transaction From here you will find the list of recent transactions. ...
Wed, 22 Dec, 2021 at 4:31 PM
Navigation: Bookkeeping > Client > VAT > VAT Settings > VAT Codes You can add a new VAT code as desired by clicking on + VAT Code. A pop-u...
Wed, 22 Dec, 2021 at 4:34 PM
Navigation: Bookkeeping > Select Client > VAT/MTD VAT > Submit VAT Help/Guide: Head to either VAT or MTD VAT section from the navigation abov...
Wed, 20 May, 2020 at 4:46 PM