TABLE OF CONTENTS
At the top, click Finances.
Adding Income
Under the income tab you can add income for Pupil Lessons or Bank Interest, you can also Edit and Delete any entries here including the ability to view any notes that have been added.
By clicking the blue circle with "+", you can add income , expenses or a new category.
A pane will appear from the left to add your new entry.
Adding Expenses
There are most expenses that can be recorded with reasons including if you want to document lesson refunds. Click the blue circle with "+" and select Expense.
Using the drop down menu click Transaction, you can select the category the expense relates to. Fill in the information and click save.
Adding a category
Click the blue circle with "+" and select Add Category.
You can name your category and choose whether this is Income or an Expense, you can also select if this category is VATable or non VATable. Once complete, click save.
Exporting Accounts
From the Summary option, select the dates from the drop down menu on the right and click either Export Income or Export Expenses to export these as a .csv file that you can either use yourself or send to your accountant. As you change the option with the drop down, you will see the information on the screen reference that time period.
