Categories
Reports

How do I see my profit or loss information?

How do I see my profit or loss information?

1. Log into your account.
2. Go to View Report and select “Profit and Loss Reports” from the Useful Reports section.

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3. Select the desired date range.
4. The details pertaining to the selected range are displayed. A graph to represent the information is also generated. You can export this to Excel if necessary.

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Categories
Income

How do I enter a new Income Category?

How do I enter a new Income Category?

1. Log in to your account. Select “Settings”.

2. Find “Income Categories” and click the green “Edit Now” button.

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3. Click on the “Add new income category button” and enter the name of the category.

4. Click “Add”.

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Note: You can add new income category while you “enter an income” as well. Just click on the Category field and select from the drop down list or click “Add new category” and follow the instructions.

 

 

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Categories
What's more on support

What settings can I do?

What settings can I do?

Following are options available under Setting:

Business details
Edit your business information including name, address and VAT registration

Account details
Add or modify your bank, credit card and cash in hand details

Customer information
Add or edit your customer information such as name and address

Supplier information
Add or edit your supplier / vendor / merchant information such as name and address

Income categories
Create appropriate categories to classify your income. Add or edit them whenever you want

Expense categories
Create appropriate categories to classify your expenses. Add or edit them whenever you want

Tax rates
Add or edit Tax rates for your business

Change Password
Change your password as and when you need

Record account transfers
Record account transfers

 

 

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Categories
What's more on support

What information is available in account history? How do I use it?

What information is available in account history? How do I use it?

Your account history provides you the following information:
1. Income received at the selected account from your customers
2. Payments made from the selected account to your suppliers
3. Account balance after each payment or income (when the account balance is set via “Account details” section in “Settings” menu)

You can use the account history to find out exactly where your money comes from and where it is spent, for a selected date range.

To navigate to Account History, click See History >> Account history. Following is a sample screenshot of a “Bank account” history.

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Categories
Reports

Can I send the VAT report directly to HMRC from this software?

Can I send the VAT report directly to HMRC from this software?

No. It is not possible to send the VAT report directly to HMRC from this software.

However you can follow the link to HMRC online services (given at the end of the VAT report) website, log in and do the necessary functions.

All you have to do is copy the particulars from our form and enter them into HMRC’s form as ours is designed very similar to HMRC’s.

 

 

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Categories
Reports

What reports are available for me?

What reports are available for me?

1. Log into your Handdy Accounts account

2. Click on View Reports

 

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You will have reports under the following categories

1. Income and Expense reports

Income and Expense by month: This report will give you a summary of income & expense details and the total income and expense at the end of the month or selected date range.

Income by category : This report will give you a summary of income details and the total income  at the end of the month or selected date range for specific income categories like ‘Sales income’ for example.

Expense by category : This report will give you a summary of expense details and the total expense  at the end of the month or selected date range for specific expense categories like ‘General expenses’ for example.

2. Useful reports

Profit and loss: This report will give you the details of income and expenses and show you the final profit or loss at the end of a selected date range. There is also a simple, easy-to-understand graph to represent this statement.

Taxes collected from client: This report will show you total tax collected for the month or selected date range.

3. Customers and suppliers reports

Top customers : This report will show you at a glance who your highest and lowest paying customers are for the month or a selected date range.

Top suppliers : This report will show you at a glance which supplier you pay the most to and which supplier you pay the least to  for the month or a selected date range.

Then there is a Download reports option under ‘Download all data’ option which allows you to download reports.

 

 

 

 

Categories
Income

How do I edit an income?

How do I edit an income?

1. Log into your “Handdy Accounts” account.
2. Go to Enter Income.  Scroll down

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3. “Your recent entries” section will have your entries
4. Check ‘Edit’ as seen below

 

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5. The Edit Your Income window appears. Modify the details and click Save.
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