01. Getting Started(6) How to add your first company to ZotaBooksHow do I add my opening balances ?Can I amend the Opening Balances ?How do I Add a New Project ?How do I Add a New Customer ?02. Timesheet(3) How do I add a new project to Timesheet ?How do I use Timesheet ?Why can’t I recall a Timesheet ?03. Expense(3) How do I use the Expense app ?How do I upload expenses ?How do I mark an expense claim as paid to an employee ?04. Sales(1) How do I use the Sales app ?05. Invoice Issued(4) How do I raise an invoice to a client ?Which projects can I invoice time from ?What actions can I perform against a raised invoice ?How do I download an invoice PDF for an invoice raised ?06. Invoiced Received(2) How do I use the Invoice Received app ?How do I deduct Construction Industry Scheme tax from an invoice received ?07. Bank Statement(3) How do I use the bank statement app ?Can I change the order of transactions in the Bank Statement ?How do I upload transactions for a Bank Statement08. Bank Reconciliation(2) How do I use the bank reconciliation app ?How do I unmatch reconciled bank statement and bank ledger items ?09. VAT & MTD(3) How do I enter items into the VAT return ?How do I submit my VAT return to HMRC ?How do I Subscribe to HMRC VAT MTD in ZotaBooks ?10. Corporation Tax(2) How do I use Corporation Tax ?Can I adjust my Corporation Tax ?11. Construction Industry Scheme Tax(2) How to Set a Company as Subject to CIS ?How to Set a Supplier as Subject to CIS ?13. Payroll(5) Is Payroll HMRC Recognised?How do I Setup the Employer Payroll Details?How do I Setup Payroll Submission to HMRC through RTI?How do I Exit an Employee from Payroll (P45)How do I obtain the P45 produced for an employee who has left the business?15. Trial Balance(5) How do I view the General Ledger Trial Balance for the company ?How do I Create an Accounting Adjustment ?How do I Reverse an Accounting Adjustment ?Can I add New GL Accounts ?How I add New GL Accounts ?19. Security Roles(4) How do I Add Users to a Security Role ?How do I Add a New User to ZotaBooks ?How do I Create a New Security Role ?How do I Edit a Security Role ?
