How to process dividends and produce a dividend voucher
To process dividends for limited company profiles you will have to of first set up shares for the directors/shareholders. Once this has been done, go to the main dashboard of the client in question, click on the Advanced button in the top right-hand corner and then click on the New Dividend button under Dividends.
Within the Pay Dividend page, it will show information such as the date in which the dividends will be paid, the different shareholders and the amount that can be issued to each shareholder. Once the chosen amount has been entered within the Dividend Distribution field (depending on the Reserves Available figure), click on the Pay button in the top right-hand corner. This will then reflect as Dividends Issued under the Dividends section within the Advanced Dashboard.
To view the Dividend Voucher, go to the Advisor Tools drop-down at the top of the page and select Dividend List. Click on the PDF icon within the View column to view the dividend voucher which can be shared with the shareholder and can used for Self-Assessments.
How to produce management reports
To produce management reports first go to Reports on the left-hand menu of the client’s main dashboard and then select which type of report is to be produced. To compare current figures with any past figures that have already been produced for ...
How to create and process repeat invoice
To create a repeat invoice, go to Sales on the left-hand menu of the client’s dashboard, click on the New + button in the top right-hand corner and select New Repeat Invoice. Enter relevant information such as the Start and End Dates, Income ...
How to process receipts on Nomisma
To process a receipt that has been uploaded to Nomisma, first click on the Pending Receipts button located on the client’s main dashboard and then click on the icon within the Add column that is in line with the receipt in question. If you have ...
How to build a good onboarding process within your accounting or bookkeeping practice.
Customer journey and customer experience are two keywords often brought up in conversation and vital to onboarding processes. But, what do they actually mean, and what can you do to improve both? Customer Journey A customer journey is an end-to-end ...
Linking the Self-Assessment to the Bookkeeping module
This is ideal for director's dividends and self-employment income. To link the Self-Assessment to the Bookkeeping module: Go to the Self-Assessment dashboard of the client in question, select Income on the left-hand menu and then select Self ...