Limited Company
Basic accounting setup areas.
Invoicing customers.
Purchasing services/goods.
Reclaiming mileage, expenses & allowances
Banking, Loans & credit cards
How to create a sales invoice.
Either using the phone app or a computer simply add the customer name and/or email, amount and a description and you are complete.
Dean will setup your account with the below:
● Brand logo.
● Payment terms.
● Link business bank account.
Optional
● Link multiple payment options such as Stripe, PayPal.
● Link market places such as Amazon and Shopify.
● Add multiple branding themes.
● Upload Stock for invoice selection.
● Repeating invoices, auto sending or draft creation.
Simple, professional and easy. Book a demonstration.
2. How to process purchases receipts.
Photograph all your receipts and invoices as you go with our mobile app in two clicks. That’s it! Our software will not only backup your data should HMRC require it, but it will be used to create your accounts.
For digital receipts from sites such as eBay and Amazon simply forward the email to a secure custom email address we’ll create for you and then our team will do the rest. Should we need any further information, we will contact you.
3 Clicks with Dext!
3. How to reclaim mileage, allowances & expenses.
There are several options. One option is:
1. Process receipts like any other detailed above.
2. Reimburse yourself or employees.
3. Business Accounting Ltd can complete the accounting matching etc.
An expenses app and mileage app or mileage spreadsheet is also available. Mileage reclaims are typically calculated at 45p x miles travelled for personal vehicles. 100% fuel reclaims for work vehicle assuming they are only used for business.
4. How to process loans.
Photograph or forward all your documentation and agreements to Dext by App or email. That’s it!
Dean will setup all the banking rules, VAT postings and bank matching enabling you to have accounts that are up to date now, rather than at year-end like ‘traditional accountants’.
Real time with Xero.
Benefits:
● Real time reporting
● Mobile app reports
● Companies House and HMRC filing
● Pay supplier invoices in seconds (option)
● MTD VAT
● Xero and Quickbooks
● CIS made easy (construction industry scheme)
● Forecasting
● Scenario planning
● Sensitivity analysis
The mobile app displays all overdue payments both in and out of the business, bank balances, profit summaries and much more. It enables you to raise professional quotations and sales invoices on your mobile in minutes. Plus, customers are emailed a PDF invoice with your logo on it and they are given the option to pay you by credit card or PayPal.
