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Business Overview Once logged in the homepage shows a summary of your main business data |
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Summary Pages Each of the 5 sections have their own 'at‑a‑glance' page. Here 'your revenue at a glance' shows more detail regarding the money coming into your business. |
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Concise Reports The reports section displays, among other things, your estimated tax report. Helping Sole Traders keep an eye on their potential tax liability and so prepare them for those income tax bills but.... |
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...if you're a Limited business simply select that category in your settings page and the tax report you'll see will use those rates. Even calculating any personal tax liability due to dividends received. |
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VAT Made Simple If your business is VAT registered you'll find the VAT report a refreshing change to those dreaded quarterly returns. By regularly adding your invoices and costs your VAT return is always ready to be completed. |
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Easy Set Up The settings page controls your system. The data here drives the reports and helps control access to the system itself. If you want to give your accountant access simply go here and add him or her as a new user. |
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Intuitive Design Each of the data entry modules are designed around a browse screen (where you can search for specific records); an add screen and an edit screen. |
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Fast Searches Using the browse screen's search fields you can find any record in a module. Just choose the field you want to search and add some text to search by - it's as simple as that. |
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Adding Data When you need to add data you'll see an 'add' button in the browse screen of the module you're using. Press it, and you'll see that module's add screen with the empty fields you'll need to populate. |
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Editing & Printing If you need to edit or print a record simply find it in the browse screen, then click on it with your mouse. The system will then open the record ready for you to use. |
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Print Preview When you press the print button in the edit screen the record will open in an Adobe Acrobat window so that you can preview what will be printed. If it looks okay press the print icon or select 'print' from the browser's menu. |
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