Personalise – Business Setup User Guide
One or more businesses can be setup within ZotaBooks, each business can be setup as one of the following business types:
- Sole Trader
- Partnership
- Private Limited Company
- Public Limited Company
Step 1, Add a New Business
The guide below outlines the steps to add a new business to ZotaBooks.
Step 2, Add Shareholders or Partners to a Business
Private Limited Companies or Public Limited Companies will have one or more shareholders, the guide below outlines how to setup the shareholders for the company.
Partnerships will have one or more partners, the guide below outlines how to setup the partners for the partnership.
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Step 3, Add Business Logo
The business logo is displayed on ZotaBooks pages and selected reports, this enables easy identification of which business is currently being worked on.
Step 4, Setup Mileage Allowance
Mileage allowance is setup with default values, check and confirm or check and edit.
Step 5, Setup PAYE
If the business operates a payroll then PAYE needs to be setup.
Edit Existing Business Setup & Add User to Business
Selected fields for a business can be amended after setup, and how to add a new user to an existing business.
Amend Shares Held by a Shareholder or Partner Shares held by a Partner
A shareholder in a Private Limited Companies or Public Limited Companies will own a defined number of shares, the number of shares held by a shareholder can change over time.
A partner in a Partnership will have a defined number of partner shares, the number of partner shares held by a partner can change over time.
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Switch Active Business
Where there are multiple businesses a user with the correct permissions can switch between businesses.
