Kindly follow the steps below to first set up your products and services in Business Finance Assistant, and then you can create a new family and link your products and services to the new family:
- Go to 'Products and Services'
- Press 'Add New Product or Service'
- Fill out all fields
- In the 'Family' file, select 'Create a new...'
- Name your new 'Family' (e.g. Electronics, Homeware, Coffees, Kids, etc.)
- Press the 'Advanced' tab to assign the Income Account to link the product or service to a category
- Select the relevant VAT% that applies to the product or service if you are VAT-registered
- Click 'Done'