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  • How do I add journals?
  • How do I view my client’s balance sheet?
  • How do I view my client’s trial balance report?
  • How do I view my client’s profit and loss report?
  • How do I view the sales invoices of a client?
  • How do I categorise my client’s sales invoices?
  • How do I view a client's credit note?
  • How do I view my client’s bills?
  • How do I categorise my client’s bills?
  • Explain the rounding on bills and invoices
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How do I categorise my client’s bills?

To categorise a client’s bills:

  1. Click the ‘Bookkeeping’ tab in the client navigation and select ‘Bills’ from the dropdown menuView_bills.1_2x.pngView_bills.2_2x.png
  2. Click on a bill in the listing to view the bill details
  3. On the bill details page, use the ‘Category’ dropdown menu for a line item to set a new category

RecategoriseBills.1_2x.png

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  • How do I view my client’s bills?
  • Explain the rounding on bills and invoices
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