Take this course to learn
- Essentials for setting up: VAT schemes, reporting periods, opening balances, account codes
- Toggling features: multicurrency, assets, accrual dates, CIS
- Creating invoices, invoice email setting and themes, customers and quotes, bills, suppliers
- Recharging expenses to clients, scans and attachments
- Importing bank statements, invoices and customers
- Explaining transactions
- Recurring invoices
- Bank reconciliation and bank feeds
- Allocating payments/credit notes to invoices
- Importing/exporting tools, projects and journals
- Inviting users and setting their permissions
- Setting up your dashboard
- Reports: VAT returns, management reports and more