FAQ
- How to finalise a draft credit memo
- Setting up Payment Methods for Customer Invoices and Quotes
- How to manage a Charity with Business Finance Assistant
- Error Messages Encountered During Business Finance Assistant Account Registration
- Invalid Sort Code Message
- Can I use Business Finance Assistant on my mobile phone? Is there an app?
- Can I create purchase orders?
- When trying to connect an account I see "Due to a technical problem you can't share your data at the moment" message
- What is the difference between the bank balance and the projected balance?
- What is the advantage of having a cash flow forecast for upcoming weeks and/or months?
- Where do these cash flow forecasts come from?
- How are the amounts of incoming and outgoing forecasts calculated?
- How is the forecast balance calculated?
- How do these cash flow forecasts differ from the accounts kept by my chartered accountant?
- Why do some quotes show in the forecasts and others do not?
- How to change the payment terms on invoices
- Can I import data from Quickbooks, Sage and other accounting software?
- How do I make a payment?
- Why can't I mark invoices as settled?
- How can I make a VAT claim?
- What is the difference between Current Account Period, VAT period and Financial year?
- How do I get a gross profit calculation report every week or month?
- Can I manage more that one business using Business Finance Assistant?
- How can I split a bank transaction over several categories?
- How can I record staff expenses?
- How do I unmatch a transaction and then manually match it to an invoice or expense to mark it as paid?
- How do I record a part-exchange of a vehicle?
- How do I customise my document templates including quotes, invoices and sales receipts?
- How can I upload receipts from my mobile phone?
- Can I use Business Finance Assistant as a document storage facility?