While using the software you will have real-time interactive help available on the right side of the screen. This can be accessed by clicking on the question mark icon in the top right.
There are two parts to the interactive help. The first is ‘Selected Field Help’, which explains the field you have selected on screen. The second is ‘About This Page’, which explains the page you are on and gives a brief description on how to use it.
Additionally, you will receive notifications when potential mistakes are made so please check the notifications when you receive them to ensure your data is correct.
Set up your business wizard: When you first create an account you will be asked for some basic information about your business. The information you provide will set the program settings (which can be changed later on if needed). It is important that you answer the questions accurately as incorrect settings could cause discrepancies with your data.
Opening balances wizard: Once you have set up your account you will be given the option to use the opening balances wizard. This should be completed if you were using a different bookkeeping system previously. Your previous balances should be taken from the trial balance dated the day before you start entering transactions.
If your business is VAT registered you should start entering transactions from the start of a new VAT quarter. If you start to enter transactions part way through a quarter then the VAT return for that quarter may not be accurate.