General

View graphs of financial data
View a graphical representations of your accounting data. You can access this tool by going to Reports > Graphs and then selecting the accounting period ...
Wed, 22 Nov, 2017 at 11:20 AM
Trial balance report
Step 1. Navigate Reports > Popular reports > Trial balance. Step 2. Use the search filter to select the appropriate period of time. Do...
Wed, 22 Nov, 2017 at 3:41 PM
P11D Expenses and Benefits
Step 1. Navigate to Settings > Configure system > Toggle Features.  Step 2. Click Invoicing and Expenses on the left-hand side and add...
Thu, 23 Nov, 2017 at 1:24 PM
How to create a management report
Step 1. Navigate to Reports > Management report. Step 2. Select the appropriate sections to display and whether to include graphs in the ...
Thu, 23 Nov, 2017 at 1:32 PM
How to generate an EC Sales List
Before following this guide ensure that your account is enabled to submit EC Sales Lists per: Submit a VAT Return / EC Sale List online to HMRC Step 1. ...
Tue, 28 Nov, 2017 at 11:38 AM