Skip to main content
AccountsPortal Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. AccountsPortal
  2. How Do I?

How Do I?

Brief tutorials on items not covered elsewhere in our help documentation

  • Add a New Bank Account
  • Add a New Organisation
  • Allocate a Receipt to Multiple Customers
  • Allocate Credit Note to Invoice
  • Allocate Overpayment to Invoice
  • Allow someone else to view my information
  • Convert from another accounting system
  • Customise CSS for Invoices, Credit Notes and Orders
  • Dishonoured Cheque from Customer
  • Drawings or Funds Taken
  • Enter Customs and Duty Invoices
  • Enter Salary, PAYE and NI contributions
  • Flat Rate VAT and Capital Purchases
  • Manage a VAT/GST/Tax Rate Change
  • Offset Customer and Supplier Balances
  • Out of Pocket Expenses
  • Pre-Registration VAT
  • Prevent Transactions being Saved in a Closed Period
  • Print or Email Receipts
  • Print or Email Remittance Advice
  • Record a Bad Debt
  • Record a Dividend Payment
  • Track Departments or Cost Centres
  • Updating multiple Invoices from Draft to Approved
  • VAT Only Invoice
AccountsPortal
Powered by Zendesk