Main Screen

Once you have created a set of business accounts, the main screen is displayed. From here you can view...

* The list of accounts and their current balances,
* Bank statements for the bank accounts,
* Sales invoices you have created for your customers,
* Purchase invoices you have received from suppliers,
* Financial reports (profit and loss, balance sheet and VAT return)
* App Settings

The sales and purchases icons will not be displayed if your business does not have any customer or supplier accounts set up. You don't need to use customer and supplier accounts if your customers always pay you on the date of sale, and you always pay your suppliers in the same way. You should use the supplier and customer accounts if you receive goods or services from a supplier who you pay later, or if your customers pay your invoices later. If your business is registered for VAT using a cash scheme, Easy Books uses the customer and supplier accounts to adjust the amount of VAT you owe based on whether you have received the money for your sales (and similarly whether you have paid your suppliers).

Because we have just created the business, we should spend some time in settings to set the name, date of next consolidation and whether the business is VAT registered. To do this, tap the business settings icon next to the business name. (If you created the business from a template it may be called "Company 1").

The app keeps business settings and program settings (preferences) separate. The main application settings are presented if you tap on the settings icon. To view the business settings, tap on the small blue circle to the right of the business name ("Geode" in this case).

(We'll look at the business settings first)