Bookkeeping FAQs

This section covers the commonly asked questions by customers along with answers to get you back on track

Can we add the feature to edit a purchase invoice?
Watch how to edit a Purchase Invoice You may use the 'Action' drop-down available in the last column to Edit an Invoice. This option does not ...
Fri, 22 Mar, 2019 at 12:58 PM
How to enter a supplier refund that was paid into the bank account?
You may raise the Credit note under the purchases section. Now under the bank, you may select the option refund available under the Action drop-down which wi...
Fri, 22 Mar, 2019 at 11:34 AM
How to delete an Advance Payment?
You may simply delete the advance payment by using the delete option under Action drop-down box. Please refer below screenshot for more help.
Fri, 22 Mar, 2019 at 11:35 AM
How to export an age debtors list?
We recommend you click on the below link to view the list of all debtors (select All in the customer field) and then you must export to excel. Once it is ex...
Fri, 22 Mar, 2019 at 11:37 AM
Is there a way to see all customers together on the ageing list?
We recommend you click on the below link to view the list of all debtors (select All in the customer field) and then you have to export to excel. Once it is...
Fri, 22 Mar, 2019 at 1:26 PM
How to track the information of Journal posted?
To track the information on Journals or any other transactions you may simply navigate to Bookkeeping>>Client>>Reports>>Additional>>...
Fri, 22 Mar, 2019 at 2:06 PM
How to add customized VAT code?
Please follow the below link where you can add a new VAT code as desired and while explaining the imports, you can select the same which will calculate the ...
Fri, 22 Mar, 2019 at 1:00 PM
How to delete a VAT period for submission? (Applies to MTD)
Navigation: Bookkeeping > Select Client > VAT/MTD VAT > Submit VAT  Help/Guide: Head to either VAT or MTD VAT section from the navigation abov...
Wed, 20 May, 2020 at 4:46 PM
How to include late claims in a VAT Return?
You may update the VAT Return manually as per the claims. Please refer below screenshot for more help. Watch here how to create an entry for backdated V...
Fri, 22 Mar, 2019 at 2:00 PM
How to add a backdated VAT?
You may post the journal using the "Add Journal " available under the tasks section to add a backdated VAT.  Watch here how to create an entry...
Fri, 22 Mar, 2019 at 1:59 PM