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Quick Start Guide

Company Settings

Managing Clients

Setting Up the Client Portal

Portal Branding & Customisation

Logging In to the Client Portal

Resetting Your Portal Password

Viewing Your Systems & Logbooks

Multi-Company Portal Access

Managing Employees

Adding an Employee

Employee Starter & Leaver

Managing Suppliers

CIS Supplier Setup

Managing Projects

Managing Products

Managing Services

Managing Tools & Equipment

Managing Vehicles

Managing Stock Locations

Transferring Stock Between Locations

Using Advice Notes

Stock Movements

Creating and Scheduling Jobs

Assigning Engineers to Jobs

Using the Engineer Diary

Understanding Job Statuses

Creating an Invoice

Recurring Invoices

Creating Estimates

Creating Credit Notes

Recording Expenses

Recording Bills

Creating Purchase Orders

Recording Payments

Setting Up Online Payments

Client Subscriptions Overview

Setting Up Recurring Services

Managing Client Subscriptions

Getting Started with Time Tracking

Adding Time to Invoices

Connecting Your Bank

Managing Bank Transactions

Bank Reconciliation

Understanding Chart of Accounts

Creating Journal Entries

Setting Up Tax Rates

Profit & Loss Report

Balance Sheet Report

Aged Debtors Report

Aged Creditors Report

Enabling Payroll

Creating a Pay Run

Editing Pay Run Entries

Approving & Submitting a Pay Run

Downloading Payslips

Submitting an EPS

Understanding Tax Calculations

Setting Up a CIS Subcontractor

Recording CIS Bills

Filing CIS Returns

CIS Payment & Deduction Statements

FreshBooks Integration

HMRC Making Tax Digital

Open Banking Overview

Connecting Stripe

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Help Centre

Locations

Locations

Managing Stock Locations

Set up warehouses, offices, and vehicle locations for inventory tracking