Kontala Help Center
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Getting started
What Kontala is, your account, and setting up your company
7 articles
Tala, your AI assistant
Ask about your books and confirm the changes Tala drafts
4 articles
Contacts
Customers, suppliers, groups, and statements
4 articles
Products and services
Your item catalogue, price defaults, and stock tracking
4 articles
Estimates
Quote for work and turn wins into invoices
4 articles
Invoicing
Create, send, and get paid for your invoices
8 articles
Projects
Group a job's paperwork under one label
2 articles
Purchase orders
Commit to buy, then bill it when invoiced
3 articles
Expenses
Expense claims, receipt capture, approvals, and mileage
5 articles
Bills
Record supplier bills and pay them from your bank
4 articles
Payroll
Pay runs, payslips, and RTI filing to HMRC
6 articles
Banking
Bank accounts, statement imports, and explaining transactions
10 articles
VAT and Making Tax Digital
Your VAT registration, returns, and filing to HMRC
12 articles
End of Year
Approve your year end accounts and prepare Corporation Tax
4 articles
Reports and dashboards
Dashboards and financial reports, from headline to ledger line
10 articles
Capital assets
Equipment you own, depreciated and tracked automatically
4 articles
Your account and settings
Your profile, users, company settings, and integrations
7 articles
Security and privacy
How your data is protected and the rights you have over it
4 articles
Troubleshooting
Fixes for the problems we see most
6 articles
Popular articles
The end of year process
Your accounting year, its deadlines, and what happens next
Create your Kontala account
Sign up, verify your email, and set your password
Import a bank statement
Upload a CSV or OFX export and confirm the mapping
Explain a transaction
Choose a type and category, or link an invoice or bill
Connect Kontala to HMRC
Authorise Kontala to file MTD VAT returns for you
Submit a VAT return
File your return to HMRC under Making Tax Digital
Create an invoice
Create an invoice, add line items, and issue it
Submit and approve expenses
The draft, submitted, approved workflow and who can approve
What Tala can do
The questions Tala can answer and the actions it can propose
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