Your clients, their plans, authorisations and upcoming deadlines. Open any client's books, or manage access.
Overview
Owed to you
£0.00
You owe
£0.00
Bank balance
£0.00
To explain
0
Upcoming deadlines
Recent invoices
Recent bank activity
Number
Customer
Issued
Due
Total
Status
Bills & expenses
Record what you owe your suppliers — bills you'll pay later. Each bill can have several lines with different categories and VAT rates, plus an attached receipt. Bills feed You owe, aged creditors and your Profit & Loss. Mark one paid here, or match it to a payment when you explain your bank statement under Banking.
Supplier
Reference
Date
Category
Total
Status
Out-of-pocket expenses
Costs a director or employee paid personally with their own money (or business miles driven). The business owes them until reimbursed — the unpaid total shows as owed to staff, and each expense hits your Profit & Loss by category. Mileage uses the HMRC approved rate (${TAX_YEAR}).
Date
Person
Description
Category
Total
Status
Accounting ›
Corporation Tax
Banking
Date
Description
Money in
Money out
Explanation
Reports
From to
Documents
Upload your paperwork here so your accountant can do your books. Invoices & receipts get a “Scan” button that reads them and — depending on whether it's a sale or a purchase — creates a sales invoice or a bill for you; bank statements get “Import to Banking”. Everything is stored securely and only you and your accountant can see it.
Messages
Message your accountant about this company — ask a question or reply to theirs. They can also reach you by email.