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Accounting

6

How to Create a New Accounting Period
How to Access Trial Balance
How to Access Extended Trial Balance
How to Access Lead Schedules
How to Access Profit and Loss Account
How to Access Balance Sheet

Import

4

How to Import Opening Trial Balance
How to Import Current Year Movements
How to Delete Current Year Movements
How to Map the Transactional Trial Balance

Journals

6

How to Post a Journal
How to Edit a Journal
How to Delete a Journal
How to Reclassify Transactions
How to Edit a Reclassification Journal
How to Delete A Reclassification Journal

Firm's Dashboard

9

How to manage ‘My Firm’
How to Manage ‘My Profile’
How to Manage Clients
How to Add a Client Using Companies House API
How to Manage Team Members
How to Archive a File
How to Manage Roles and Permissions
How to Manage Status Settings
How to Manage Movement Settings

Client's Dashboard

1

How to Use the Dashboard

Queries, Review Points and Notes

3

How to Use the Notes Feature
How to Use the Review Points Feature
How to Use the Queries Feature

Insights

2

How to Use Misposting Review
How to Use Ledger Analysis

Attachments and Final Pack

3

How to Use the Final Pack Feature
How to Use the Attachments Feature
How to Use the Average Number of Employees Feature

Control Account

6

How to Use the Control Account Feature
How to Use the Control Account Movements Feature
How to Use the Control Account Notes Feature
How to Use the Control Account Attachments Feature
How to Use the Control Account Queries Feature
How to Use the Control Account Review Points Feature

Chart Of Accounts

2

How to Access and Use the Chart of Accounts
How to Create Customised Formulas

Quickly Add

2

How to Use the Quickly Add Menu
How to Access Quick View of Profit and Loss Account and Balance Sheet

My Subscription

3

How to View Current Plan
Invoices
Billing Information

Checklist

3

How to Add and Fill a Checklist
How to Edit a Checklist
How to Archive or Delete a Checklist

Reports

1

How to Generate Reports

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The AI Accountant

AI Review
Review Points
My Assistant
My Tax Expert
My Email Composer
My Intelligence

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Seamless Import
Chart of Accounts
Ledger Analysis
Misposting Review
Control Accounts
Checklists
Customised Reports
Quickly Add
Client Management
Client Dashboard
Firm Dashboard
Roles & Permissions

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Benefits
Pricing

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