CIS (Construction Industry Scheme)
- CIS bank payment file
- Submit the calculated CIS 300 period
- Calculate a new period in CIS 300
- Verifying the CIS Subcontractor
- Bulk verifying the CIS subcontractor
- Create a CIS contractor
CRM
- CRM – Delete customs fields
- CRM – Create custom fields
- CRM – Add a new template
- CRM – Updating the general settings
- CRM – Verify a person (Trust ID)
- CRM – Add referral via employee details
Users
- Logging in
- Logging out
- Reset your password
- Changing your password
- Create a new accountant user
- Edit user roles
Onboarding
- Create a lead
- Create a consultation
- Create an Illustration
- Create joiner
- How to make a starter
- How to generate link for client
Contacts
Company
- Create a company
- Edit a companies details
- Create a new pension scheme
- Create a new bank account
- Create a new nominal code
- Edit nominal code
Employees
- Create an employee
- Edit an employee
- Create a contract
- Edit a contract
- How to add an employee to the Holiday Pay Scheme
- Exclude an employee from auto-enrolment
Pending Employees
- Manually Create Pending Employee
- Create Pending Employee via Timesheet Import
- View a Pending Employee
- Edit a Pending Employee
- Manually Create Pending Timesheet
- Create Pending Timesheet via Timesheet Import
Expenses
- Unapprove an expense
- Approve an expense
- Create an expense
- Enable the ‘Use Payable Expenses’ setting
- Invoice an expense
- Reject an expense
Timesheets
- Changing the hours on an invoiced timesheet
- To delete saved/mapped timesheet templates
- Mapping a timesheet
- Create a timesheet
- Invalidate a timesheet
- Set a timesheet to payable
Invoicing
- Set invoice base number
- Set invoice settings
- Create a purchase invoice
- Unpost an invoice
- Add payment to purchase invoice
- Create an invoice
Payroll
- Create a payroll group
- Edit a payroll groups settings
- Add the company's payroll settings
- Create a payroll batch
- Delete a payroll batch
- Advance a payroll groups pay period
Bank Reconciliation
- Create a new statement
- Delete a statement
- Import a bank statement
- View imported transactions
- Delete an imported statement
- Create an income transaction
VAT Returns
- Enter VAT number
- Enable MTD
- Create a VAT return
- Calculate a VAT return
- Adding an adjustment
- Submit a VAT return
Imports
- Importing Credits
- Importing Invoices
- Import invoice payments
- Import agencies/suppliers
- Import transactions
- Import timesheets
Reports
- Exporting a report
- Run trial balance report
- Run Profit & Loss report
- Run Balance Sheet report
- Run P32 report
- Run Gross to Net report