Client Portals

ONVIO

• Onvio doesn't operate correctly on iPad or iPhone

Xero

Xero Payroll

• Requesting Time Off as an Employee
• How do I get the Xero Me App?

Reporting

• 13 Month reporting in Xero

Bank Transactions

• Reconciling Wages Payments and PAYE
• Batch Deposits for Credit Card Control Accounts
• Business Credit Card Accounting
• Dealing with 'Bounced' Cheques in Xero

Editing

• Merging Contacts
• Bad Debt (and VAT bad debt relief)
• VAT Only Transactions (Imports or Insurance Claims)

WorkflowMax

Xero API

• Editing an Invoice (Already Sent to Xero)
• VAT 'Exempt' rates in WorkflowMax

Data Entry

• Creating a Credit Note

Cloud Add Ons

Satago

• Satago - Lost Invitation/Password

Tripcatcher

• Tripcatcher - Forgotten password
• VAT Transferred to Xero Incorrectly

Payroll

Employee Self Serve Portal

• Employees: How to Apply for Leave from the Employee Self Service (ESS) Portal
• Employees: How to Access the Employee Self Service (ESS) Portal
• Employees: How to Apply for Leave from the Employee Self Service (ESS) Portal
• Updating Bank Account
• Updating Personal Details

Employer Admin

• Employment Allowance (NIC) - £3,000

Starters

• New Starter Checklist (Old P46)

Accounting/Tax

Personal Tax

• Income Tax Relief on Employment Expenses (Form P87)

VAT

• VAT and the Channel Islands (Jersey, Guernsey etc)