The user guides provide step-by-step instructions on how to use ZotaBooks applications.
These applications setup, record activities and produces invoices which generate revenue for the business.
Learn how to create a quote for goods and services, record a sale of goods and services, and invoice sales recorded.
These applications setup and record costs incurred by the business.
These applications setup and record monies paid to employees, off payroll workers and shareholders.
Learn how employees have self service access to payslips, P60 and other details about their pay.
These applications setup the initial accounting position (opening balances) and manage the accounting for the business.
General Ledger – Accounting Records
Learn how to view and investigate the accounting records in the General Ledger Trial Balance.
These applications setup bank accounts for a business, record the transactions which go through each bank account, and enable the reconciliation of the physical transactions in the bank account to those in the General Ledger bank account (reconciling accounting and actual banking transactions to make sure everything is accounted for).
Bank Account Transactions
Learn how to enter or upload transactions which have gone through the bank account.
These applications enable the submission of required returns to authorities (e.g. HMRC).
Learn how corporation tax is calculated and how to manage (Only applicable to private limited companies and public limited companies).
Reporting & Usage
There are many reports which enable the business performance and reporting requirements to be met.
Personalise and Configure ZotaBooks
Setup multiple businesses, provide access to ZotaBooks to multiple individuals, define accounting posting rules or setup VAT.
Learn how to change the setup of a business or add a new business (sole trader, partnership, private limited company or public limited company).
Service provider enables an accountant, tax professional, outsourcing company or any other provider of services to manage and access multiple clients within one dashboard. Service provider groups multiple clients together under one service business, your service business.
Accounting Posting Rules
ZotaBooks automatically posts the accounting to the General Ledger when business events occur, learn what business events trigger accounting events and how to change the accounting posting rules.