Videos

Getting Started

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Nominal Accounts

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Document Settings

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Security and Control

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Banking

Bank Import
Watch a video on Bank Import

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Bank Statement Upload and Reconciliation
Banking
Watch a video on Banking
Paypal Integration
Watch a video on Paypal Integration

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Unreconcile and Re-reconcile
Watch a video on Bank reconciliation and un-reconciliation

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Not-for-Profit

Overview
Watch a video on an overview of Not-for-Profit Organisations

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Setting up a Not-for-Profit Organisation
Handling Funds
Watch a video on Fund Accounting

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Statement of Financial Activity (SoFA)
Watch a video on Statement of Financial Activity (SoFA)

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Donor Ledger
Watch a video on using the Donor Ledger

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Gift Aid
Watch a video on Gift Aid and Gift Aid Claiming from the system

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Income Received on behalf of Other Charities
Watch a video on receiving income (donations) on behalf of other charities

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Sales and Purchases

Customer Invoicing
Watch a video on Invoicing Customers

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Sales Recording and Reporting
Watch a video on Sales Recording and Reporting

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Supplier Bills
Watch a video on Supplier Bills

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Payroll and P11D

Payroll Overview
Watch a video on an Overview of Payroll

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Payroll Setup
Watch a video on Payroll Setup

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COVID-19 Furloughed Workers
Watch a video on setting up furloughed workers

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Other Features

Fixed Assets
Watch a video on the Fixed Assets Register

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Prepayments Schedule
Watch a video on Prepayment Schedules

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Budgeting
Watch a video on Budgeting

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