[{"data":1,"prerenderedAt":2026},["ShallowReactive",2],{"help-navigation":3,"help-popular":734},[4],{"title":5,"path":6,"stem":7,"children":8,"page":733},"Help","\u002Fhelp","help",[9,55,84,113,142,171,222,240,263,299,329,368,429,499,529,588,617,663,692],{"title":10,"path":11,"stem":12,"children":13,"page":-1,"icon":53,"summary":54,"section":18},"Getting started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started\u002Findex",[14,21,26,32,37,42,48],{"title":15,"path":16,"stem":17,"icon":18,"summary":19,"section":20,"children":-1},"What is Kontala?","\u002Fhelp\u002Fgetting-started\u002Fwhat-is-kontala","help\u002F01.getting-started\u002F01.what-is-kontala",null,"An overview of what Kontala does and who it is for","The basics",{"title":22,"path":23,"stem":24,"icon":18,"summary":25,"section":20,"children":-1},"A quick tour of Kontala","\u002Fhelp\u002Fgetting-started\u002Fa-tour-of-kontala","help\u002F01.getting-started\u002F02.a-tour-of-kontala","Find your way around the app in two minutes",{"title":27,"path":28,"stem":29,"icon":18,"summary":30,"section":31,"children":-1},"Create your Kontala account","\u002Fhelp\u002Fgetting-started\u002Fcreate-your-account","help\u002F01.getting-started\u002F03.create-your-account","Sign up, verify your email, and set your password","Your account",{"title":33,"path":34,"stem":35,"icon":18,"summary":36,"section":31,"children":-1},"Signing in to Kontala","\u002Fhelp\u002Fgetting-started\u002Fsigning-in","help\u002F01.getting-started\u002F04.signing-in","Email and password, Google sign-in, and password resets",{"title":38,"path":39,"stem":40,"icon":18,"summary":41,"section":31,"children":-1},"Your first time in Kontala","\u002Fhelp\u002Fgetting-started\u002Fwhat-happens-after-signup","help\u002F01.getting-started\u002F05.what-happens-after-signup","Where you land and what to do first",{"title":43,"path":44,"stem":45,"icon":18,"summary":46,"section":47,"children":-1},"Set-up checklist for a new company","\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist","help\u002F01.getting-started\u002F06.set-up-checklist","From a fresh company to ready for bookkeeping, in order","Setting up your company",{"title":49,"path":50,"stem":51,"icon":18,"summary":52,"section":47,"children":-1},"Moving to Kontala from another system","\u002Fhelp\u002Fgetting-started\u002Fmoving-to-kontala","help\u002F01.getting-started\u002F07.moving-to-kontala","Switch from another system in a sensible order","i-lucide-rocket","What Kontala is, your account, and setting up your company",{"title":56,"path":57,"stem":58,"children":59,"page":-1,"icon":82,"summary":83,"section":18},"Tala, your AI assistant","\u002Fhelp\u002Ftala","help\u002F02.tala\u002Findex",[60,66,71,77],{"title":61,"path":62,"stem":63,"icon":18,"summary":64,"section":65,"children":-1},"What Tala can do","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-do","help\u002F02.tala\u002F01.what-tala-can-do","The questions Tala can answer and the actions it can propose","Meet Tala",{"title":67,"path":68,"stem":69,"icon":18,"summary":70,"section":65,"children":-1},"What Tala can see","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-see","help\u002F02.tala\u002F02.what-tala-can-see","Your organisation only, at your permission level",{"title":72,"path":73,"stem":74,"icon":18,"summary":75,"section":76,"children":-1},"Asking Tala questions","\u002Fhelp\u002Ftala\u002Fasking-tala-questions","help\u002F02.tala\u002F03.asking-tala-questions","Phrasing tips and example questions to try","Working with Tala",{"title":78,"path":79,"stem":80,"icon":18,"summary":81,"section":76,"children":-1},"Tala's action proposals","\u002Fhelp\u002Ftala\u002Ftala-action-proposals","help\u002F02.tala\u002F04.tala-action-proposals","Review and confirm the changes Tala drafts","i-lucide-sparkles","Ask about your books and confirm the changes Tala drafts",{"title":85,"path":86,"stem":87,"children":88,"page":-1,"icon":111,"summary":112,"section":18},"Contacts","\u002Fhelp\u002Fcontacts","help\u002F03.contacts\u002Findex",[89,95,100,106],{"title":90,"path":91,"stem":92,"icon":18,"summary":93,"section":94,"children":-1},"Create and edit contacts","\u002Fhelp\u002Fcontacts\u002Fcreate-and-edit-contacts","help\u002F03.contacts\u002F01.create-and-edit-contacts","Add customers and suppliers and keep their details up to date","Managing contacts",{"title":96,"path":97,"stem":98,"icon":18,"summary":99,"section":94,"children":-1},"Contact groups","\u002Fhelp\u002Fcontacts\u002Fcontact-groups","help\u002F03.contacts\u002F02.contact-groups","Organise contacts into groups and filter the list by them",{"title":101,"path":102,"stem":103,"icon":18,"summary":104,"section":105,"children":-1},"Contact activity and attachments","\u002Fhelp\u002Fcontacts\u002Fcontact-activity-and-attachments","help\u002F03.contacts\u002F03.contact-activity-and-attachments","One feed of a contact's documents, plus attached files","Statements and activity",{"title":107,"path":108,"stem":109,"icon":18,"summary":110,"section":105,"children":-1},"Send a statement of account","\u002Fhelp\u002Fcontacts\u002Fsend-a-statement-of-account","help\u002F03.contacts\u002F04.send-a-statement-of-account","View, download, or email a contact's statement","i-lucide-users","Customers, suppliers, groups, and statements",{"title":114,"path":115,"stem":116,"children":117,"page":-1,"icon":140,"summary":141,"section":18},"Products and services","\u002Fhelp\u002Fproducts-and-services","help\u002F04.products-and-services\u002Findex",[118,124,129,135],{"title":119,"path":120,"stem":121,"icon":18,"summary":122,"section":123,"children":-1},"Create items","\u002Fhelp\u002Fproducts-and-services\u002Fcreate-items","help\u002F04.products-and-services\u002F01.create-items","Add catalogue items with sale and purchase defaults","Your price list",{"title":125,"path":126,"stem":127,"icon":18,"summary":128,"section":123,"children":-1},"Use items on documents","\u002Fhelp\u002Fproducts-and-services\u002Fuse-items-on-documents","help\u002F04.products-and-services\u002F02.use-items-on-documents","Pick items on document lines and override them per line",{"title":130,"path":131,"stem":132,"icon":18,"summary":133,"section":134,"children":-1},"Tracked inventory","\u002Fhelp\u002Fproducts-and-services\u002Ftracked-inventory","help\u002F04.products-and-services\u002F03.tracked-inventory","Turn on stock tracking and see what changes","Stock",{"title":136,"path":137,"stem":138,"icon":18,"summary":139,"section":134,"children":-1},"Stock movements","\u002Fhelp\u002Fproducts-and-services\u002Fstock-movements","help\u002F04.products-and-services\u002F04.stock-movements","Bills add stock, invoices consume it, credit notes return it","i-lucide-package","Your item catalogue, price defaults, and stock tracking",{"title":143,"path":144,"stem":145,"children":146,"page":-1,"icon":169,"summary":170,"section":18},"Estimates","\u002Fhelp\u002Festimates","help\u002F05.estimates\u002Findex",[147,153,158,163],{"title":148,"path":149,"stem":150,"icon":18,"summary":151,"section":152,"children":-1},"Create an estimate","\u002Fhelp\u002Festimates\u002Fcreate-an-estimate","help\u002F05.estimates\u002F01.create-an-estimate","Price a job as an estimate, quote, or proposal","Creating and sending",{"title":154,"path":155,"stem":156,"icon":18,"summary":157,"section":152,"children":-1},"Send an estimate","\u002Fhelp\u002Festimates\u002Fsend-an-estimate","help\u002F05.estimates\u002F02.send-an-estimate","Download the PDF or email it to your customer",{"title":159,"path":160,"stem":161,"icon":18,"summary":162,"section":152,"children":-1},"Manage your estimates","\u002Fhelp\u002Festimates\u002Fmanage-your-estimates","help\u002F05.estimates\u002F03.manage-your-estimates","Statuses, editing, approving, and deleting",{"title":164,"path":165,"stem":166,"icon":18,"summary":167,"section":168,"children":-1},"Convert an estimate to an invoice","\u002Fhelp\u002Festimates\u002Fconvert-an-estimate-to-an-invoice","help\u002F05.estimates\u002F04.convert-an-estimate-to-an-invoice","Turn an accepted estimate into a draft invoice","Winning the work","i-lucide-file-signature","Quote for work and turn wins into invoices",{"title":172,"path":173,"stem":174,"children":175,"page":-1,"icon":220,"summary":221,"section":18},"Invoicing","\u002Fhelp\u002Finvoicing","help\u002F06.invoicing\u002Findex",[176,182,187,192,197,203,209,214],{"title":177,"path":178,"stem":179,"icon":18,"summary":180,"section":181,"children":-1},"Create an invoice","\u002Fhelp\u002Finvoicing\u002Fcreate-an-invoice","help\u002F06.invoicing\u002F01.create-an-invoice","Create an invoice, add line items, and issue it","Creating invoices",{"title":183,"path":184,"stem":185,"icon":18,"summary":186,"section":181,"children":-1},"Edit or delete an invoice","\u002Fhelp\u002Finvoicing\u002Fedit-or-delete-an-invoice","help\u002F06.invoicing\u002F02.edit-or-delete-an-invoice","Change, reopen, or delete an invoice",{"title":188,"path":189,"stem":190,"icon":18,"summary":157,"section":191,"children":-1},"Send an invoice","\u002Fhelp\u002Finvoicing\u002Fsend-an-invoice","help\u002F06.invoicing\u002F03.send-an-invoice","Sending invoices",{"title":193,"path":194,"stem":195,"icon":18,"summary":196,"section":191,"children":-1},"Invoice statuses","\u002Fhelp\u002Finvoicing\u002Finvoice-statuses","help\u002F06.invoicing\u002F04.invoice-statuses","What Draft, Open, Overdue, Paid, and the other statuses mean",{"title":198,"path":199,"stem":200,"icon":18,"summary":201,"section":202,"children":-1},"Record an invoice payment","\u002Fhelp\u002Finvoicing\u002Frecord-an-invoice-payment","help\u002F06.invoicing\u002F05.record-an-invoice-payment","Match a bank payment to an invoice","Getting paid",{"title":204,"path":205,"stem":206,"icon":18,"summary":207,"section":208,"children":-1},"Create a credit note","\u002Fhelp\u002Finvoicing\u002Fcreate-a-credit-note","help\u002F06.invoicing\u002F06.create-a-credit-note","Raise a credit note and send it to your customer","Credit notes",{"title":210,"path":211,"stem":212,"icon":18,"summary":213,"section":208,"children":-1},"Apply or refund a credit note","\u002Fhelp\u002Finvoicing\u002Fapply-or-refund-a-credit-note","help\u002F06.invoicing\u002F07.apply-or-refund-a-credit-note","Set a credit note against an invoice or refund it in cash",{"title":215,"path":216,"stem":217,"icon":18,"summary":218,"section":219,"children":-1},"Invoice in a foreign currency","\u002Fhelp\u002Finvoicing\u002Finvoice-in-a-foreign-currency","help\u002F06.invoicing\u002F08.invoice-in-a-foreign-currency","Invoice in another currency and track the exchange difference","Foreign currencies","i-lucide-receipt","Create, send, and get paid for your invoices",{"title":223,"path":224,"stem":225,"children":226,"page":-1,"icon":238,"summary":239,"section":18},"Projects","\u002Fhelp\u002Fprojects","help\u002F07.projects\u002Findex",[227,233],{"title":228,"path":229,"stem":230,"icon":18,"summary":231,"section":232,"children":-1},"Create a project","\u002Fhelp\u002Fprojects\u002Fcreate-a-project","help\u002F07.projects\u002F01.create-a-project","Set up a project linked to a contact","Using projects",{"title":234,"path":235,"stem":236,"icon":18,"summary":237,"section":232,"children":-1},"Track income and costs by project","\u002Fhelp\u002Fprojects\u002Ftrack-income-and-costs-by-project","help\u002F07.projects\u002F02.track-income-and-costs-by-project","Link orders, bills, and expenses to a project","i-lucide-briefcase","Group a job's paperwork under one label",{"title":241,"path":242,"stem":243,"children":244,"page":-1,"icon":261,"summary":262,"section":18},"Purchase orders","\u002Fhelp\u002Fpurchase-orders","help\u002F08.purchase-orders\u002Findex",[245,250,255],{"title":246,"path":247,"stem":248,"icon":18,"summary":249,"section":152,"children":-1},"Create a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fcreate-a-purchase-order","help\u002F08.purchase-orders\u002F01.create-a-purchase-order","Raise an order, add lines, and approve it",{"title":251,"path":252,"stem":253,"icon":18,"summary":254,"section":152,"children":-1},"Send a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fsend-a-purchase-order","help\u002F08.purchase-orders\u002F02.send-a-purchase-order","Download the PDF or email it to your supplier",{"title":256,"path":257,"stem":258,"icon":18,"summary":259,"section":260,"children":-1},"Convert a purchase order to a bill","\u002Fhelp\u002Fpurchase-orders\u002Fconvert-a-purchase-order-to-a-bill","help\u002F08.purchase-orders\u002F03.convert-a-purchase-order-to-a-bill","Bill an order in full or line by line","From order to bill","i-lucide-clipboard-list","Commit to buy, then bill it when invoiced",{"title":264,"path":265,"stem":266,"children":267,"page":-1,"icon":297,"summary":298,"section":18},"Expenses","\u002Fhelp\u002Fexpenses","help\u002F09.expenses\u002Findex",[268,274,280,285,291],{"title":269,"path":270,"stem":271,"icon":18,"summary":272,"section":273,"children":-1},"Create an expense claim","\u002Fhelp\u002Fexpenses\u002Fcreate-an-expense-claim","help\u002F09.expenses\u002F01.create-an-expense-claim","Record an out-of-pocket expense and attach the receipt","Recording expenses",{"title":275,"path":276,"stem":277,"icon":18,"summary":278,"section":279,"children":-1},"Smart upload receipts","\u002Fhelp\u002Fexpenses\u002Fsmart-upload-receipts","help\u002F09.expenses\u002F02.smart-upload-receipts","Have Kontala read a receipt and fill in the expense","Smart Upload and email-in",{"title":281,"path":282,"stem":283,"icon":18,"summary":284,"section":279,"children":-1},"Email receipts to your expenses","\u002Fhelp\u002Fexpenses\u002Femail-receipts-to-your-expenses","help\u002F09.expenses\u002F03.email-receipts-to-your-expenses","Forward receipts to your personal address to create drafts",{"title":286,"path":287,"stem":288,"icon":18,"summary":289,"section":290,"children":-1},"Submit and approve expenses","\u002Fhelp\u002Fexpenses\u002Fsubmit-and-approve-expenses","help\u002F09.expenses\u002F04.submit-and-approve-expenses","The draft, submitted, approved workflow and who can approve","Approvals",{"title":292,"path":293,"stem":294,"icon":18,"summary":295,"section":296,"children":-1},"Mileage claims","\u002Fhelp\u002Fexpenses\u002Fmileage-claims","help\u002F09.expenses\u002F05.mileage-claims","Claim business miles at HMRC's approved rates","Mileage","i-lucide-wallet","Expense claims, receipt capture, approvals, and mileage",{"title":300,"path":301,"stem":302,"children":303,"page":-1,"icon":327,"summary":328,"section":18},"Bills","\u002Fhelp\u002Fbills","help\u002F10.bills\u002Findex",[304,310,315,321],{"title":305,"path":306,"stem":307,"icon":18,"summary":308,"section":309,"children":-1},"Create a bill","\u002Fhelp\u002Fbills\u002Fcreate-a-bill","help\u002F10.bills\u002F01.create-a-bill","Record a supplier bill with line items and attachments","Recording bills",{"title":311,"path":312,"stem":313,"icon":18,"summary":314,"section":309,"children":-1},"Bills that buy stock","\u002Fhelp\u002Fbills\u002Fbills-that-buy-stock","help\u002F10.bills\u002F02.bills-that-buy-stock","Point a bill line at a stock item to increase inventory",{"title":316,"path":317,"stem":318,"icon":18,"summary":319,"section":320,"children":-1},"Record a bill payment","\u002Fhelp\u002Fbills\u002Frecord-a-bill-payment","help\u002F10.bills\u002F03.record-a-bill-payment","Explain the bank line that paid the bill","Paying bills",{"title":322,"path":323,"stem":324,"icon":18,"summary":325,"section":326,"children":-1},"Bill credit notes","\u002Fhelp\u002Fbills\u002Fbill-credit-notes","help\u002F10.bills\u002F04.bill-credit-notes","Record supplier credit and set it against a bill","Supplier credit notes","i-lucide-receipt-text","Record supplier bills and pay them from your bank",{"title":330,"path":331,"stem":332,"children":333,"page":-1,"icon":366,"summary":367,"section":18},"Payroll","\u002Fhelp\u002Fpayroll","help\u002F11.payroll\u002Findex",[334,340,345,350,355,361],{"title":335,"path":336,"stem":337,"icon":18,"summary":338,"section":339,"children":-1},"Set up payroll","\u002Fhelp\u002Fpayroll\u002Fset-up-payroll","help\u002F11.payroll\u002F01.set-up-payroll","What you need before your first pay run","Running payroll",{"title":341,"path":342,"stem":343,"icon":18,"summary":344,"section":339,"children":-1},"Prepare a pay run","\u002Fhelp\u002Fpayroll\u002Fprepare-a-pay-run","help\u002F11.payroll\u002F02.prepare-a-pay-run","Start a month's payroll and review the payslips",{"title":346,"path":347,"stem":348,"icon":18,"summary":349,"section":339,"children":-1},"Complete or edit a pay run","\u002Fhelp\u002Fpayroll\u002Fcomplete-or-edit-a-pay-run","help\u002F11.payroll\u002F03.complete-or-edit-a-pay-run","Edit draft payslips and finalise the month",{"title":351,"path":352,"stem":353,"icon":18,"summary":354,"section":351,"children":-1},"Payslips","\u002Fhelp\u002Fpayroll\u002Fpayslips","help\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":356,"path":357,"stem":358,"icon":18,"summary":359,"section":360,"children":-1},"Send RTI to HMRC","\u002Fhelp\u002Fpayroll\u002Fsend-rti-to-hmrc","help\u002F11.payroll\u002F05.send-rti-to-hmrc","File each month's Full Payment Submission","RTI and HMRC",{"title":362,"path":363,"stem":364,"icon":18,"summary":365,"section":360,"children":-1},"EPS and Employment Allowance","\u002Fhelp\u002Fpayroll\u002Feps-and-employment-allowance","help\u002F11.payroll\u002F06.eps-and-employment-allowance","Claim the Employment Allowance through an EPS","i-lucide-hand-coins","Pay runs, payslips, and RTI filing to HMRC",{"title":369,"path":370,"stem":371,"children":372,"page":-1,"icon":427,"summary":428,"section":18},"Banking","\u002Fhelp\u002Fbanking","help\u002F12.banking\u002Findex",[373,379,385,390,395,400,406,411,416,422],{"title":374,"path":375,"stem":376,"icon":18,"summary":377,"section":378,"children":-1},"Add a bank account","\u002Fhelp\u002Fbanking\u002Fadd-a-bank-account","help\u002F12.banking\u002F01.add-a-bank-account","Create an account with an opening balance and currency","Bank accounts",{"title":380,"path":381,"stem":382,"icon":18,"summary":383,"section":384,"children":-1},"Bank feeds and Open Banking","\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","help\u002F12.banking\u002F02.bank-feeds-and-kontala","Feeds are coming - imports keep you current until then","Getting transactions in",{"title":386,"path":387,"stem":388,"icon":18,"summary":389,"section":384,"children":-1},"Import a bank statement","\u002Fhelp\u002Fbanking\u002Fimport-a-bank-statement","help\u002F12.banking\u002F03.import-a-bank-statement","Upload a CSV or OFX export and confirm the mapping",{"title":391,"path":392,"stem":393,"icon":18,"summary":394,"section":384,"children":-1},"Statement import formats","\u002Fhelp\u002Fbanking\u002Fstatement-import-formats","help\u002F12.banking\u002F04.statement-import-formats","Supported file types, columns, dates and amounts",{"title":396,"path":397,"stem":398,"icon":18,"summary":399,"section":384,"children":-1},"Add a transaction manually","\u002Fhelp\u002Fbanking\u002Fadd-a-transaction-manually","help\u002F12.banking\u002F05.add-a-transaction-manually","Enter a single transaction by hand",{"title":401,"path":402,"stem":403,"icon":18,"summary":404,"section":405,"children":-1},"Explain a transaction","\u002Fhelp\u002Fbanking\u002Fexplain-a-transaction","help\u002F12.banking\u002F06.explain-a-transaction","Choose a type and category, or link an invoice or bill","Explaining transactions",{"title":407,"path":408,"stem":409,"icon":18,"summary":410,"section":405,"children":-1},"Partial explanations","\u002Fhelp\u002Fbanking\u002Fpartial-explanations","help\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":412,"path":413,"stem":414,"icon":18,"summary":415,"section":405,"children":-1},"Correct an explained transaction","\u002Fhelp\u002Fbanking\u002Fcorrect-an-explained-transaction","help\u002F12.banking\u002F08.correct-an-explained-transaction","Edit or remove an explanation you got wrong",{"title":417,"path":418,"stem":419,"icon":18,"summary":420,"section":421,"children":-1},"Record a transfer between accounts","\u002Fhelp\u002Fbanking\u002Frecord-a-transfer-between-accounts","help\u002F12.banking\u002F09.record-a-transfer-between-accounts","Explain money moved between your own accounts","Transfers and assets",{"title":423,"path":424,"stem":425,"icon":18,"summary":426,"section":421,"children":-1},"Explain asset purchases and disposals","\u002Fhelp\u002Fbanking\u002Fexplain-asset-purchases-and-disposals","help\u002F12.banking\u002F10.explain-asset-purchases-and-disposals","Record buying and selling capital assets from the bank","i-lucide-landmark","Bank accounts, statement imports, and explaining transactions",{"title":430,"path":431,"stem":432,"children":433,"page":-1,"icon":497,"summary":498,"section":18},"VAT and Making Tax Digital","\u002Fhelp\u002Fvat","help\u002F13.vat\u002Findex",[434,440,445,451,456,461,466,472,477,482,487,492],{"title":435,"path":436,"stem":437,"icon":18,"summary":438,"section":439,"children":-1},"Set up your VAT registration","\u002Fhelp\u002Fvat\u002Fset-up-vat-registration","help\u002F13.vat\u002F01.set-up-vat-registration","Enter your registration details and generate your periods","Getting set up",{"title":441,"path":442,"stem":443,"icon":18,"summary":444,"section":439,"children":-1},"Connect Kontala to HMRC","\u002Fhelp\u002Fvat\u002Fconnect-kontala-to-hmrc","help\u002F13.vat\u002F02.connect-kontala-to-hmrc","Authorise Kontala to file MTD VAT returns for you",{"title":446,"path":447,"stem":448,"icon":18,"summary":449,"section":450,"children":-1},"How your VAT return is calculated","\u002Fhelp\u002Fvat\u002Fhow-your-vat-return-is-calculated","help\u002F13.vat\u002F03.how-your-vat-return-is-calculated","From your records to the boxes on your return","Your VAT returns",{"title":452,"path":453,"stem":454,"icon":18,"summary":455,"section":450,"children":-1},"VAT boxes explained","\u002Fhelp\u002Fvat\u002Fvat-boxes-explained","help\u002F13.vat\u002F04.vat-boxes-explained","All nine boxes on your return, in plain English",{"title":457,"path":458,"stem":459,"icon":18,"summary":460,"section":450,"children":-1},"VAT periods and due dates","\u002Fhelp\u002Fvat\u002Fvat-periods-and-due-dates","help\u002F13.vat\u002F05.vat-periods-and-due-dates","Your generated periods, statuses, and filing deadlines",{"title":462,"path":463,"stem":464,"icon":18,"summary":465,"section":450,"children":-1},"Review your VAT return","\u002Fhelp\u002Fvat\u002Freview-your-vat-return","help\u002F13.vat\u002F06.review-your-vat-return","Check the boxes and drill into the figures behind them",{"title":467,"path":468,"stem":469,"icon":18,"summary":470,"section":471,"children":-1},"Submit a VAT return","\u002Fhelp\u002Fvat\u002Fsubmit-a-vat-return","help\u002F13.vat\u002F07.submit-a-vat-return","File your return to HMRC under Making Tax Digital","Filing to HMRC",{"title":473,"path":474,"stem":475,"icon":18,"summary":476,"section":471,"children":-1},"After you file","\u002Fhelp\u002Fvat\u002Fafter-you-file","help\u002F13.vat\u002F08.after-you-file","The locked period, your filed returns, and paying HMRC",{"title":478,"path":479,"stem":480,"icon":18,"summary":481,"section":471,"children":-1},"Mark a return as filed","\u002Fhelp\u002Fvat\u002Fmark-a-return-as-filed","help\u002F13.vat\u002F09.mark-a-return-as-filed","Record a return filed outside Kontala and lock the period",{"title":483,"path":484,"stem":485,"icon":18,"summary":486,"section":471,"children":-1},"Fix a rejected VAT submission","\u002Fhelp\u002Fvat\u002Ffix-a-rejected-vat-submission","help\u002F13.vat\u002F10.fix-a-rejected-vat-submission","What rejection messages mean and how to fix them",{"title":488,"path":489,"stem":490,"icon":18,"summary":491,"section":488,"children":-1},"The VAT Dashboard","\u002Fhelp\u002Fvat\u002Fthe-vat-dashboard","help\u002F13.vat\u002F11.the-vat-dashboard","Your HMRC VAT account, synced live into Kontala",{"title":493,"path":494,"stem":495,"icon":18,"summary":496,"section":488,"children":-1},"VAT penalties and points","\u002Fhelp\u002Fvat\u002Fvat-penalties-and-points","help\u002F13.vat\u002F12.vat-penalties-and-points","Late submission points and penalties, as HMRC reports them","i-lucide-percent","Your VAT registration, returns, and filing to HMRC",{"title":500,"path":501,"stem":502,"children":503,"page":-1,"icon":527,"summary":528,"section":18},"End of Year","\u002Fhelp\u002Fend-of-year","help\u002F14.end-of-year\u002Findex",[504,510,515,521],{"title":505,"path":506,"stem":507,"icon":18,"summary":508,"section":509,"children":-1},"The end of year process","\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process","help\u002F14.end-of-year\u002F01.the-end-of-year-process","Your accounting year, its deadlines, and what happens next","The year-end process",{"title":511,"path":512,"stem":513,"icon":18,"summary":514,"section":509,"children":-1},"Final accounts and notes","\u002Fhelp\u002Fend-of-year\u002Ffinal-accounts-and-notes","help\u002F14.end-of-year\u002F02.final-accounts-and-notes","Your statutory accounts, and the notes that go with them",{"title":516,"path":517,"stem":518,"icon":18,"summary":519,"section":520,"children":-1},"Corporation Tax and the CT600","\u002Fhelp\u002Fend-of-year\u002Fcorporation-tax-ct600","help\u002F14.end-of-year\u002F03.corporation-tax-ct600","From accounting profit to taxable profit, and your CT600","Corporation Tax",{"title":522,"path":523,"stem":524,"icon":18,"summary":525,"section":526,"children":-1},"Review, approve and file","\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file","help\u002F14.end-of-year\u002F04.review-approve-and-file","Clear the checks, sign the accounts, record your filings","Approve and file","i-lucide-calendar-check","Approve your year end accounts and prepare Corporation Tax",{"title":530,"path":531,"stem":532,"children":533,"page":-1,"icon":586,"summary":587,"section":18},"Reports and dashboards","\u002Fhelp\u002Freports","help\u002F15.reports\u002Findex",[534,539,545,550,555,560,566,571,576,581],{"title":535,"path":536,"stem":537,"icon":18,"summary":538,"section":535,"children":-1},"The Overview dashboard","\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","help\u002F15.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":540,"path":541,"stem":542,"icon":18,"summary":543,"section":544,"children":-1},"Profit and loss","\u002Fhelp\u002Freports\u002Fprofit-and-loss","help\u002F15.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":546,"path":547,"stem":548,"icon":18,"summary":549,"section":544,"children":-1},"Balance sheet","\u002Fhelp\u002Freports\u002Fbalance-sheet","help\u002F15.reports\u002F03.balance-sheet","What the business owns and owes, as at a date",{"title":551,"path":552,"stem":553,"icon":18,"summary":554,"section":544,"children":-1},"Trial balance","\u002Fhelp\u002Freports\u002Ftrial-balance","help\u002F15.reports\u002F04.trial-balance","Every account balance, with drill-down to transactions",{"title":556,"path":557,"stem":558,"icon":18,"summary":559,"section":544,"children":-1},"Final accounts","\u002Fhelp\u002Freports\u002Ffinal-accounts","help\u002F15.reports\u002F05.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":561,"path":562,"stem":563,"icon":18,"summary":564,"section":565,"children":-1},"Account transactions","\u002Fhelp\u002Freports\u002Faccount-transactions","help\u002F15.reports\u002F06.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":567,"path":568,"stem":569,"icon":18,"summary":570,"section":565,"children":-1},"Foreign currency and FX","\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","help\u002F15.reports\u002F07.foreign-currency-and-fx","How currency conversion and FX gains show in reports",{"title":572,"path":573,"stem":574,"icon":18,"summary":575,"section":565,"children":-1},"Aged debtors and creditors","\u002Fhelp\u002Freports\u002Faged-debtors-and-creditors","help\u002F15.reports\u002F08.aged-debtors-and-creditors","Who owes you, who you owe, and how late it is",{"title":577,"path":578,"stem":579,"icon":18,"summary":580,"section":565,"children":-1},"Audit trail","\u002Fhelp\u002Freports\u002Faudit-trail","help\u002F15.reports\u002F09.audit-trail","Who changed what, when, across your whole organisation",{"title":582,"path":583,"stem":584,"icon":18,"summary":585,"section":565,"children":-1},"Salary report","\u002Fhelp\u002Freports\u002Fsalary-report","help\u002F15.reports\u002F10.salary-report","What a payslip owed, what the bank paid, what is left","i-lucide-chart-bar","Dashboards and financial reports, from headline to ledger line",{"title":589,"path":590,"stem":591,"children":592,"page":-1,"icon":615,"summary":616,"section":18},"Capital assets","\u002Fhelp\u002Fcapital-assets","help\u002F16.capital-assets\u002Findex",[593,599,604,610],{"title":594,"path":595,"stem":596,"icon":18,"summary":597,"section":598,"children":-1},"What are capital assets?","\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","help\u002F16.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":600,"path":601,"stem":602,"icon":18,"summary":603,"section":598,"children":-1},"Buy a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","help\u002F16.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":605,"path":606,"stem":607,"icon":18,"summary":608,"section":609,"children":-1},"Depreciation","\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","help\u002F16.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":611,"path":612,"stem":613,"icon":18,"summary":614,"section":609,"children":-1},"Dispose of a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","help\u002F16.capital-assets\u002F04.dispose-of-a-capital-asset","Record a sale and the gain or loss it creates","i-lucide-monitor","Equipment you own, depreciated and tracked automatically",{"title":618,"path":619,"stem":620,"children":621,"page":-1,"icon":661,"summary":662,"section":18},"Your account and settings","\u002Fhelp\u002Faccount","help\u002F17.account\u002Findex",[622,628,634,639,645,650,656],{"title":623,"path":624,"stem":625,"icon":18,"summary":626,"section":627,"children":-1},"My details and your password","\u002Fhelp\u002Faccount\u002Fmy-details-and-password","help\u002F17.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":629,"path":630,"stem":631,"icon":18,"summary":632,"section":633,"children":-1},"Add and manage users","\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","help\u002F17.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":635,"path":636,"stem":637,"icon":18,"summary":638,"section":633,"children":-1},"User permission levels","\u002Fhelp\u002Faccount\u002Fuser-permission-levels","help\u002F17.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":640,"path":641,"stem":642,"icon":18,"summary":643,"section":644,"children":-1},"Company details","\u002Fhelp\u002Faccount\u002Fcompany-details","help\u002F17.account\u002F04.company-details","Your company name, address, tax references, and logo","Company settings",{"title":646,"path":647,"stem":648,"icon":18,"summary":649,"section":644,"children":-1},"Accounting dates and settings","\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","help\u002F17.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":651,"path":652,"stem":653,"icon":18,"summary":654,"section":655,"children":-1},"Connect to FreeAgent","\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","help\u002F17.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":657,"path":658,"stem":659,"icon":18,"summary":660,"section":655,"children":-1},"Manage integrations","\u002Fhelp\u002Faccount\u002Fmanage-integrations","help\u002F17.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting","i-lucide-settings","Your profile, users, company settings, and integrations",{"title":664,"path":665,"stem":666,"children":667,"page":-1,"icon":690,"summary":691,"section":18},"Security and privacy","\u002Fhelp\u002Fsecurity-and-compliance","help\u002F18.security-and-compliance\u002Findex",[668,674,680,685],{"title":669,"path":670,"stem":671,"icon":18,"summary":672,"section":673,"children":-1},"How we keep your data secure","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","help\u002F18.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":675,"path":676,"stem":677,"icon":18,"summary":678,"section":679,"children":-1},"GDPR and your data rights","\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","help\u002F18.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":681,"path":682,"stem":683,"icon":18,"summary":684,"section":673,"children":-1},"HMRC and Making Tax Digital","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","help\u002F18.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":686,"path":687,"stem":688,"icon":18,"summary":689,"section":679,"children":-1},"Export or delete your data","\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","help\u002F18.security-and-compliance\u002F04.export-or-delete-your-data","Get a copy of your data, or ask for it to be removed","i-lucide-shield-check","How your data is protected and the rights you have over it",{"title":693,"path":694,"stem":695,"children":696,"page":-1,"icon":731,"summary":732,"section":18},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","help\u002F19.troubleshooting\u002Findex",[697,703,709,714,720,726],{"title":698,"path":699,"stem":700,"icon":18,"summary":701,"section":702,"children":-1},"Can't sign in","\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","help\u002F19.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":704,"path":705,"stem":706,"icon":18,"summary":707,"section":708,"children":-1},"Common connection errors","\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","help\u002F19.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":710,"path":711,"stem":712,"icon":18,"summary":713,"section":708,"children":-1},"Statement import problems","\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","help\u002F19.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":715,"path":716,"stem":717,"icon":18,"summary":718,"section":719,"children":-1},"Why my figures look different","\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","help\u002F19.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":721,"path":722,"stem":723,"icon":18,"summary":724,"section":725,"children":-1},"Where to look when something is wrong","\u002Fhelp\u002Ftroubleshooting\u002Fwhere-to-look","help\u002F19.troubleshooting\u002F05.where-to-look","Find the right troubleshooting article fast","Still stuck?",{"title":727,"path":728,"stem":729,"icon":18,"summary":730,"section":725,"children":-1},"Contact support","\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","help\u002F19.troubleshooting\u002F06.contact-support","How to reach us and what to include","i-lucide-life-buoy","Fixes for the problems we see most",false,[735,1017,1138,1279,1411,1535,1632,1789,1925],{"id":736,"title":505,"body":737,"description":1009,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1012,"meta":1013,"navigation":1011,"order":18,"path":506,"reviewedBy":18,"reviewedDate":18,"section":509,"sections":18,"seo":1014,"sitemap":1015,"stem":507,"summary":508,"__hash__":1016},"help\u002Fhelp\u002F14.end-of-year\u002F01.the-end-of-year-process.md",{"type":738,"value":739,"toc":997},"minimark",[740,748,753,773,777,780,818,822,840,843,869,877,881,888,913,917,920,926,930,936,961,966,970,979,983],[741,742,743,744,747],"p",{},"At the end of an accounting year a limited company has two jobs: file accounts with Companies House, and file a Corporation Tax return with HMRC.\n",[745,746,500],"strong",{}," brings both together, built from the books you have already kept in Kontala.",[749,750,752],"h2",{"id":751},"open-end-of-year","Open End of Year",[754,755,756,763,770],"ol",{},[757,758,759,760,762],"li",{},"Choose ",[745,761,500],{}," in the top menu.",[757,764,765,766,769],{},"Pick the year you are working on from the dropdown at the top left, labelled like ",[745,767,768],{},"End of Year 2026\u002F27",". The newest year is listed first.",[757,771,772],{},"The chosen year stays in the page address, so you can bookmark or share it.",[749,774,776],{"id":775},"if-end-of-year-is-not-available","If End of Year is not available",[741,778,779],{},"Kontala hides the screen when it does not apply to your organisation:",[781,782,783,797],"ul",{},[757,784,785,788,789,792,793,796],{},[745,786,787],{},"Your company type is not a limited company."," End of Year accounts and Corporation Tax returns apply to limited companies only. Check the company type under ",[745,790,791],{},"Settings",", then ",[745,794,795],{},"Company Details",".",[757,798,799,802,803,806,807,810,811,814,815,796],{},[745,800,801],{},"Your accounting dates are missing."," Kontala needs a ",[745,804,805],{},"Company Start Date"," and a ",[745,808,809],{},"First Accounting Year End"," to work out your periods. Choose ",[745,812,813],{},"Open Settings"," to fill them in - see ",[816,817,646],"a",{"href":647},[749,819,821],{"id":820},"what-the-screen-shows","What the screen shows",[741,823,824,825,828,829,832,833,836,837,796],{},"The main panel is headed ",[745,826,827],{},"Accounts for"," your year, with the ",[745,830,831],{},"Period of account"," dates beneath it and a status of either ",[745,834,835],{},"Open"," or ",[745,838,839],{},"Approved",[741,841,842],{},"Beneath that are the documents Kontala prepares for the year, on tabs:",[781,844,845,851,857,863],{},[757,846,847,850],{},[745,848,849],{},"Full Report"," - the complete micro-entity accounts.",[757,852,853,856],{},[745,854,855],{},"Companies House Report"," - the shorter version filed at Companies House.",[757,858,859,862],{},[745,860,861],{},"CT600"," - your Company Tax Return. There is one tab per Corporation Tax accounting period.",[757,864,865,868],{},[745,866,867],{},"Computations"," - the working that turns your accounting profit into taxable profit.",[741,870,871,872,874,875,796],{},"See ",[816,873,511],{"href":512}," and ",[816,876,516],{"href":517},[749,878,880],{"id":879},"your-deadlines","Your deadlines",[741,882,883,884,887],{},"The sidebar shows one card per Corporation Tax accounting period, each with the period's ",[745,885,886],{},"Total liability"," and three dates:",[781,889,890,896,907],{},[757,891,892,895],{},[745,893,894],{},"HMRC filing due"," - when the CT600 is due.",[757,897,898,901,902,906],{},[745,899,900],{},"Payment due"," - when the tax itself must be paid. This usually falls ",[903,904,905],"em",{},"before"," the filing deadline.",[757,908,909,912],{},[745,910,911],{},"Companies House filing due"," - when the accounts are due at Companies House.",[749,914,916],{"id":915},"years-longer-than-12-months","Years longer than 12 months",[741,918,919],{},"Corporation Tax accounting periods cannot exceed 12 months.\nIf your period of account is longer - common in a company's first year - Kontala splits it and tells you so, producing a separate CT600 tab and sidebar card for each part.",[741,921,922,923,796],{},"A period before the company started trading is marked ",[745,924,925],{},"Pre-trading (dormant) period",[749,927,929],{"id":928},"the-process-tracker","The process tracker",[741,931,932,935],{},[745,933,934],{},"End of year process"," in the sidebar tracks the year through four stages:",[754,937,938,944,950,956],{},[757,939,940,943],{},[745,941,942],{},"Review and approval"," - check the figures and approve the accounts.",[757,945,946,949],{},[745,947,948],{},"Filing with Companies House"," - the Companies House Final Accounts.",[757,951,952,955],{},[745,953,954],{},"Filing with HMRC"," - the Corporation Tax computations and CT600, one line per accounting period.",[757,957,958,796],{},[745,959,960],{},"Filing complete",[741,962,963,964,796],{},"You mark the filing stages yourself once you have filed. Kontala does not submit year end accounts or the CT600 for you - see ",[816,965,522],{"href":523},[749,967,969],{"id":968},"who-can-use-it","Who can use it",[741,971,972,973,976,977,796],{},"Any user from the Tax level upwards can open End of Year and read the reports.\nApproving the accounts, editing the notes and settings, and marking a filing all need ",[745,974,975],{},"Full Access",", and a read-only or accountant user can see everything without changing anything.\nSee ",[816,978,635],{"href":636},[749,980,982],{"id":981},"related","Related",[781,984,985,989,993],{},[757,986,987],{},[816,988,522],{"href":523},[757,990,991],{},[816,992,556],{"href":557},[757,994,995],{},[816,996,646],{"href":647},{"title":998,"searchDepth":999,"depth":999,"links":1000},"",2,[1001,1002,1003,1004,1005,1006,1007,1008],{"id":751,"depth":999,"text":752},{"id":775,"depth":999,"text":776},{"id":820,"depth":999,"text":821},{"id":879,"depth":999,"text":880},{"id":915,"depth":999,"text":916},{"id":928,"depth":999,"text":929},{"id":968,"depth":999,"text":969},{"id":981,"depth":999,"text":982},"How End of Year works in Kontala - choose an accounting year, read your filing deadlines, and follow the process tracker from review to filing complete.","md",true,"27 July 2026",{},{"title":505,"description":1009},{"loc":506},"makdgDDUXl1_OQAknLEFKzbca9qwLYJSR7n81e7EWik",{"id":1018,"title":27,"body":1019,"description":1131,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1133,"navigation":1011,"order":1134,"path":28,"reviewedBy":18,"reviewedDate":18,"section":31,"sections":18,"seo":1135,"sitemap":1136,"stem":29,"summary":30,"__hash__":1137},"help\u002Fhelp\u002F01.getting-started\u002F03.create-your-account.md",{"type":738,"value":1020,"toc":1125},[1021,1024,1028,1069,1072,1076,1086,1090,1096,1106,1109,1113],[741,1022,1023],{},"You create your Kontala account on the Kontala website, not in the app.\nSigning up starts a free trial, and you do not need to enter a card.",[749,1025,1027],{"id":1026},"sign-up","Sign up",[754,1029,1030,1039,1053,1063],{},[757,1031,1032,1033,796],{},"Go to the ",[816,1034,1038],{"href":1035,"rel":1036},"https:\u002F\u002Fwww.kontala.com\u002Fsignup",[1037],"nofollow","sign-up page",[757,1040,1041,1042,874,1045,1048,1049,1052],{},"Enter your ",[745,1043,1044],{},"Full name",[745,1046,1047],{},"Work email",", and optionally a ",[745,1050,1051],{},"Phone"," number.",[757,1054,1041,1055,1058,1059,1062],{},[745,1056,1057],{},"Business name"," and choose your ",[745,1060,1061],{},"Business type",": limited company, sole trader, partnership, landlord, or corporation. Kontala is currently available to UK businesses only.",[757,1064,1065,1066,796],{},"Tick to agree to the Terms and Privacy Policy, then choose ",[745,1067,1068],{},"Create my account",[741,1070,1071],{},"If your email address already has a Kontala account, you are sent to the sign-in page instead.",[749,1073,1075],{"id":1074},"verify-your-email","Verify your email",[741,1077,1078,1079,1082,1083,796],{},"We email a verification link to the address you entered, and the ",[745,1080,1081],{},"Check your inbox"," page confirms where it went.\nIf it has not arrived after a minute or two, check your spam folder, or choose ",[745,1084,1085],{},"Resend the link",[749,1087,1089],{"id":1088},"set-your-password","Set your password",[741,1091,1092,1093,1095],{},"The link in the email opens the ",[745,1094,1089],{}," page.",[754,1097,1098,1101],{},[757,1099,1100],{},"Choose a password of at least 8 characters, and enter it again to confirm.",[757,1102,759,1103,796],{},[745,1104,1105],{},"Create my company",[741,1107,1108],{},"Kontala then creates your account, sets up your company, and prepares your chart of accounts.\nThis usually takes a few seconds, and you are then taken to the app to sign in.",[749,1110,1112],{"id":1111},"next-steps","Next steps",[781,1114,1115,1120],{},[757,1116,1117,1119],{},[816,1118,33],{"href":34}," covers the sign-in page, Google sign-in, and password resets.",[757,1121,1122,1124],{},[816,1123,38],{"href":39}," shows where you land and what to do first.",{"title":998,"searchDepth":999,"depth":999,"links":1126},[1127,1128,1129,1130],{"id":1026,"depth":999,"text":1027},{"id":1074,"depth":999,"text":1075},{"id":1088,"depth":999,"text":1089},{"id":1111,"depth":999,"text":1112},"Sign up on kontala.com, verify your email address, set your password, and Kontala creates your company ready to use.","20 July 2026",{},1,{"title":27,"description":1131},{"loc":28},"2gkbQQPYQAXQSy-j4P4QVSdRmfNcAqdZYbc07VE43uc",{"id":1139,"title":386,"body":1140,"description":1274,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1275,"navigation":1011,"order":999,"path":387,"reviewedBy":18,"reviewedDate":18,"section":384,"sections":18,"seo":1276,"sitemap":1277,"stem":388,"summary":389,"__hash__":1278},"help\u002Fhelp\u002F12.banking\u002F03.import-a-bank-statement.md",{"type":738,"value":1141,"toc":1269},[1142,1145,1149,1178,1181,1185,1191,1226,1233,1236,1240,1249,1262],[741,1143,1144],{},"Statement imports are how bank transactions get into Kontala.\nExport a file from your online banking, upload it, and confirm how it should be read.",[749,1146,1148],{"id":1147},"upload-the-file","Upload the file",[754,1150,1151,1165,1172],{},[757,1152,1153,1154,1156,1157,1160,1161,1164],{},"Go to ",[745,1155,369],{},", open the account, then choose ",[745,1158,1159],{},"Upload statement",". The ",[745,1162,1163],{},"Import statement"," page opens.",[757,1166,1167,1168,1171],{},"Export your statement from your bank as a CSV or OFX file (up to 5 MB). If you are building the file yourself, use ",[745,1169,1170],{},"Download CSV template"," as a starting point.",[757,1173,759,1174,1177],{},[745,1175,1176],{},"Choose a file"," and pick your export.",[741,1179,1180],{},"Kontala reads the file and auto-detects its layout.",[749,1182,1184],{"id":1183},"check-the-columns","Check the columns",[741,1186,1187,1188,1190],{},"For a CSV, the ",[745,1189,1184],{}," step shows the first lines of your file and the mapping Kontala detected.\nCheck each dropdown points at the right column:",[781,1192,1193,1206,1214],{},[757,1194,1195,1198,1199,1202,1203,796],{},[745,1196,1197],{},"How is the amount shown?"," - ",[745,1200,1201],{},"One amount column"," (a leading minus means money out) or ",[745,1204,1205],{},"Separate money-in \u002F money-out columns",[757,1207,1208,874,1211,796],{},[745,1209,1210],{},"Date column",[745,1212,1213],{},"Date format",[757,1215,1216,1219,1220,874,1223,796],{},[745,1217,1218],{},"Description column",", plus the optional ",[745,1221,1222],{},"Balance column",[745,1224,1225],{},"Bank memo column",[741,1227,1228,1229,1232],{},"The ",[745,1230,1231],{},"Preview"," table re-reads your file as you adjust, so you can see exactly how each row will land.\nAny row Kontala cannot read is flagged in the preview with the reason.",[741,1234,1235],{},"An OFX file describes its own columns, so there is nothing to map - just check the preview.",[749,1237,1239],{"id":1238},"import","Import",[741,1241,759,1242,1244,1245,1248],{},[745,1243,1239],{},".\nThe ",[745,1246,1247],{},"Import complete"," summary shows how many rows were imported and how many were skipped as duplicates, so re-importing an overlapping export is always safe.",[741,1250,759,1251,1254,1255,1258,1259,796],{},[745,1252,1253],{},"View statement"," to see the new lines.\nImported transactions start as ",[745,1256,1257],{},"Unexplained"," - the next step is to ",[816,1260,1261],{"href":402},"explain them",[741,1263,1264,1265,874,1267,796],{},"If the file will not read cleanly, see ",[816,1266,391],{"href":392},[816,1268,710],{"href":711},{"title":998,"searchDepth":999,"depth":999,"links":1270},[1271,1272,1273],{"id":1147,"depth":999,"text":1148},{"id":1183,"depth":999,"text":1184},{"id":1238,"depth":999,"text":1239},"Upload a CSV or OFX statement export, confirm the detected columns, and bring your bank transactions into Kontala.",{},{"title":386,"description":1274},{"loc":387},"zJFh-NMf7RQKw7AN9Wz2lNKYDuOARshjwJ5Z7lI6vMs",{"id":1280,"title":401,"body":1281,"description":1405,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1406,"navigation":1011,"order":1407,"path":402,"reviewedBy":18,"reviewedDate":18,"section":405,"sections":18,"seo":1408,"sitemap":1409,"stem":403,"summary":404,"__hash__":1410},"help\u002Fhelp\u002F12.banking\u002F06.explain-a-transaction.md",{"type":738,"value":1282,"toc":1399},[1283,1286,1298,1302,1335,1338,1342,1358,1367,1371,1379,1383,1391],[741,1284,1285],{},"Importing a statement tells Kontala what moved through your account.\nExplaining tells it why - and that is what turns bank lines into accounts.",[741,1287,1288,1289,1291,1292,1244,1295,1297],{},"Each line on an account's statement carries a status marker: a red question mark for ",[745,1290,1257],{}," and a green tick for ",[745,1293,1294],{},"Explained",[745,1296,1257],{}," tab shows a count of what still needs your attention.",[749,1299,1301],{"id":1300},"explain-a-line","Explain a line",[754,1303,1304,1312,1315,1322],{},[757,1305,1153,1306,1308,1309,1311],{},[745,1307,369],{},", open the account, and choose the ",[745,1310,1257],{}," tab.",[757,1313,1314],{},"Click a transaction - an explanation panel opens beneath it.",[757,1316,1317,1318,1321],{},"Choose a ",[745,1319,1320],{},"Type",". The list depends on the direction of the line.",[757,1323,1324,1325,874,1328,1331,1332,796],{},"Fill in the field the type asks for, check the ",[745,1326,1327],{},"Value",[745,1329,1330],{},"VAT",", then choose ",[745,1333,1334],{},"Add",[741,1336,1337],{},"The line turns to \"Fully explained\" and gets its green tick.",[749,1339,1341],{"id":1340},"choosing-a-type","Choosing a type",[741,1343,1344,1345,1348,1349,1352,1353,1348,1356,796],{},"For everyday money out, choose ",[745,1346,1347],{},"Payment"," and pick a ",[745,1350,1351],{},"Category"," - the grouped list covers your income, cost and expense categories.\nFor everyday money in that is not an invoice, choose ",[745,1354,1355],{},"Sales",[745,1357,1351],{},[741,1359,1360,1361,1363,1364,1366],{},"Where the type is a taxable sale or purchase, the ",[745,1362,1330],{}," field appears.\nPick a rate and Kontala extracts the VAT from the ",[745,1365,1327],{}," automatically; a manual rate lets you type the exact amount.",[749,1368,1370],{"id":1369},"money-in-that-pays-an-invoice","Money in that pays an invoice",[741,1372,759,1373,1376,1377,796],{},[745,1374,1375],{},"Invoice Receipt"," and pick the invoice - each option shows its reference and the amount still due.\nThe invoice is marked as paid by this bank line; see ",[816,1378,198],{"href":199},[749,1380,1382],{"id":1381},"money-out-that-pays-a-bill","Money out that pays a bill",[741,1384,759,1385,1388,1389,796],{},[745,1386,1387],{},"Bill Payment"," and pick the outstanding bill.\nThe bill is settled the same way; see ",[816,1390,316],{"href":317},[741,1392,1393,1394,1396,1397,796],{},"One line can also be split across several explanations - see ",[816,1395,407],{"href":408},".\nFor moves between your own accounts, see ",[816,1398,417],{"href":418},{"title":998,"searchDepth":999,"depth":999,"links":1400},[1401,1402,1403,1404],{"id":1300,"depth":999,"text":1301},{"id":1340,"depth":999,"text":1341},{"id":1369,"depth":999,"text":1370},{"id":1381,"depth":999,"text":1382},"Turn unexplained bank lines into explained ones by choosing a type, picking a category, or linking an invoice or bill.",{},3,{"title":401,"description":1405},{"loc":402},"7SKD2Krbh7enIn_mLqeMULFbvBRHVYuhkz7apdDBbBQ",{"id":1412,"title":441,"body":1413,"description":1529,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1530,"navigation":1011,"order":1531,"path":442,"reviewedBy":18,"reviewedDate":18,"section":439,"sections":18,"seo":1532,"sitemap":1533,"stem":443,"summary":444,"__hash__":1534},"help\u002Fhelp\u002F13.vat\u002F02.connect-kontala-to-hmrc.md",{"type":738,"value":1414,"toc":1523},[1415,1418,1422,1447,1451,1470,1477,1482,1486,1510,1513,1517],[741,1416,1417],{},"To file VAT returns online, you authorise Kontala with HMRC once.\nThe authorisation happens on HMRC's own website, and only owners and admins can manage it.",[749,1419,1421],{"id":1420},"what-you-will-need","What you will need",[781,1423,1424,1432,1440],{},[757,1425,1426,1427,796],{},"Your Government Gateway sign-in details - the ones you use for ",[816,1428,1431],{"href":1429,"rel":1430},"https:\u002F\u002Fwww.gov.uk\u002Flog-in-register-hmrc-online-services",[1037],"HMRC online services",[757,1433,1434,1435,796],{},"A business signed up for ",[816,1436,1439],{"href":1437,"rel":1438},"https:\u002F\u002Fwww.gov.uk\u002Fgovernment\u002Fcollections\u002Fmaking-tax-digital-for-vat",[1037],"Making Tax Digital for VAT",[757,1441,1442,1443,1446],{},"Your ",[816,1444,1445],{"href":436},"VAT registration details"," already saved in Kontala.",[749,1448,1450],{"id":1449},"connect-to-hmrc","Connect to HMRC",[754,1452,1453,1458,1467],{},[757,1454,1455,1456,796],{},"Open the account menu and choose ",[745,1457,655],{},[757,1459,1460,1461,1464,1465,796],{},"On the ",[745,1462,1463],{},"HMRC Making Tax Digital"," card, select ",[745,1466,1450],{},[757,1468,1469],{},"Sign in on HMRC's website and approve the authorisation. Kontala asks to view your VAT information and submit your VAT returns.",[741,1471,1472,1473,1476],{},"HMRC sends you back to Kontala, and the card shows a green ",[745,1474,1475],{},"Connected"," badge with the connection date.\nKontala never sees your Government Gateway password - you only ever enter it on HMRC's site.",[741,1478,1479,1480,796],{},"Right after connecting, Kontala compares your VAT periods with HMRC's records.\nIf they do not match, it offers to adjust your settings - see ",[816,1481,457],{"href":458},[749,1483,1485],{"id":1484},"connection-states","Connection states",[781,1487,1488,1497],{},[757,1489,1490,1493,1494,1496],{},[745,1491,1492],{},"Not connected"," - the organisation is not yet authorised. Select ",[745,1495,1450],{}," to start.",[757,1498,1499,1501,1502,1505,1506,1509],{},[745,1500,1475],{}," - you can submit returns and use ",[816,1503,1504],{"href":489},"the VAT Dashboard",". Select ",[745,1507,1508],{},"Disconnect"," to remove the authorisation at any time.",[741,1511,1512],{},"HMRC authorisations do not last forever.\nIf yours expires, submissions start failing - just reconnect from the same card.",[749,1514,1516],{"id":1515},"next-step","Next step",[741,1518,1519,1520,796],{},"When a period has ended, you are ready to ",[816,1521,1522],{"href":468},"submit a VAT return",{"title":998,"searchDepth":999,"depth":999,"links":1524},[1525,1526,1527,1528],{"id":1420,"depth":999,"text":1421},{"id":1449,"depth":999,"text":1450},{"id":1484,"depth":999,"text":1485},{"id":1515,"depth":999,"text":1516},"Authorise Kontala with HMRC so you can submit Making Tax Digital VAT returns directly from the app.",{},4,{"title":441,"description":1529},{"loc":442},"LZDfnEwJLQBQItIpGt6DAIrAxw9ag_9MFDDPfB3gfYI",{"id":1536,"title":467,"body":1537,"description":1626,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1627,"navigation":1011,"order":1628,"path":468,"reviewedBy":18,"reviewedDate":18,"section":471,"sections":18,"seo":1629,"sitemap":1630,"stem":469,"summary":470,"__hash__":1631},"help\u002Fhelp\u002F13.vat\u002F07.submit-a-vat-return.md",{"type":738,"value":1538,"toc":1620},[1539,1546,1550,1566,1570,1591,1594,1598,1601,1610,1614],[741,1540,1541,1542,1545],{},"Once you have ",[816,1543,1544],{"href":463},"reviewed your return",", filing takes a moment.",[749,1547,1549],{"id":1548},"before-you-start","Before you start",[781,1551,1552,1558,1561],{},[757,1553,1554,1555,796],{},"Your organisation is ",[816,1556,1557],{"href":442},"connected to HMRC",[757,1559,1560],{},"The VAT period has ended - a period still in progress cannot be submitted.",[757,1562,1563,1564,796],{},"You have the Full Access permission level - see ",[816,1565,635],{"href":636},[749,1567,1569],{"id":1568},"submit-to-hmrc","Submit to HMRC",[754,1571,1572,1580,1583,1586],{},[757,1573,1574,1575,1577,1578,796],{},"Open the return from ",[745,1576,1330],{}," and choose ",[745,1579,1569],{},[757,1581,1582],{},"A confirmation dialog shows the period, its dates, and the net VAT to pay or reclaim. Submitting is final and cannot be undone.",[757,1584,1585],{},"Read the legal declaration. When you submit, you are declaring that the information is true and complete - a false declaration can result in prosecution.",[757,1587,759,1588,796],{},[745,1589,1590],{},"Agree and submit",[741,1592,1593],{},"Kontala sends the nine boxes to HMRC through the Making Tax Digital API.",[749,1595,1597],{"id":1596},"what-hmrc-sends-back","What HMRC sends back",[741,1599,1600],{},"On success you see a confirmation with your receipt number, called the form bundle number, and a payment reference when there is VAT to pay.\nKeep the receipt number for your records.",[741,1602,1603,1604,1607,1608,796],{},"The return's status changes to ",[745,1605,1606],{},"Filed",", and the transactions in the period lock so the filed figures can never drift - see ",[816,1609,473],{"href":474},[749,1611,1613],{"id":1612},"if-hmrc-does-not-accept-it","If HMRC does not accept it",[741,1615,1616,1617,1619],{},"The rejection message appears in the dialog, and nothing is saved as filed.\nSee ",[816,1618,483],{"href":484}," for the common causes and fixes.",{"title":998,"searchDepth":999,"depth":999,"links":1621},[1622,1623,1624,1625],{"id":1548,"depth":999,"text":1549},{"id":1568,"depth":999,"text":1569},{"id":1596,"depth":999,"text":1597},{"id":1612,"depth":999,"text":1613},"File your VAT return to HMRC under Making Tax Digital directly from Kontala.",{},5,{"title":467,"description":1626},{"loc":468},"DhJ-_im8ZhsJ5YK4jcFNaU_XkzR64k6b_kNE9CL7KU0",{"id":1633,"title":177,"body":1634,"description":1783,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1784,"navigation":1011,"order":1785,"path":178,"reviewedBy":18,"reviewedDate":18,"section":181,"sections":18,"seo":1786,"sitemap":1787,"stem":179,"summary":180,"__hash__":1788},"help\u002Fhelp\u002F06.invoicing\u002F01.create-an-invoice.md",{"type":738,"value":1635,"toc":1778},[1636,1639,1643,1703,1706,1710,1756,1759,1763,1770],[741,1637,1638],{},"An invoice starts as a draft, so you can build it up before anything reaches your books.",[749,1640,1642],{"id":1641},"create-the-invoice","Create the invoice",[754,1644,1645,1653,1658,1673,1680,1690,1698],{},[757,1646,1153,1647,1331,1650,796],{},[745,1648,1649],{},"Money In",[745,1651,1652],{},"Invoices",[757,1654,759,1655,796],{},[745,1656,1657],{},"New Invoice",[757,1659,1660,1661,1664,1665,1668,1669,1672],{},"Pick a ",[745,1662,1663],{},"Contact",", or choose ",[745,1666,1667],{},"Add a new contact"," to ",[816,1670,1671],{"href":91},"create one"," first.",[757,1674,1675,1676,1679],{},"Check the ",[745,1677,1678],{},"Invoice reference",". It is auto-numbered from your invoice sequence, and you can change it.",[757,1681,1682,1683,874,1686,1689],{},"Set the ",[745,1684,1685],{},"Invoice date",[745,1687,1688],{},"Payment terms"," in days. Set the terms to zero to display 'Due on Receipt' on the invoice.",[757,1691,1660,1692,1695,1696,796],{},[745,1693,1694],{},"Currency"," if you are not invoicing in pounds - see ",[816,1697,215],{"href":216},[757,1699,759,1700,796],{},[745,1701,1702],{},"Create invoice",[741,1704,1705],{},"Kontala opens the new invoice so you can add line items.",[749,1707,1709],{"id":1708},"add-line-items","Add line items",[754,1711,1712,1717,1730,1740,1746],{},[757,1713,759,1714,796],{},[745,1715,1716],{},"Add invoice item",[757,1718,1719,1720,1668,1723,1726,1727,796],{},"To bill for something in your catalogue, pick an ",[745,1721,1722],{},"Item",[816,1724,1725],{"href":126},"fill the line from Products & Services",". Every field stays editable. For a one-off line, just type the ",[745,1728,1729],{},"Details",[757,1731,1732,1733,874,1736,1739],{},"Enter the ",[745,1734,1735],{},"Quantity",[745,1737,1738],{},"Unit price",". Enter discounts and credits as a negative unit price.",[757,1741,1742,1743,1745],{},"Choose the ",[745,1744,1330],{}," rate for the line. Each line carries its own rate, and the invoice shows the rate against every line.",[757,1747,759,1748,1751,1752,1755],{},[745,1749,1750],{},"Create and finish",", or ",[745,1753,1754],{},"Create and add another"," to keep going.",[741,1757,1758],{},"Kontala calculates the net total, VAT, and invoice total for you.",[749,1760,1762],{"id":1761},"mark-it-as-sent","Mark it as sent",[741,1764,1765,1766,1769],{},"When the invoice is ready, choose ",[745,1767,1768],{},"Mark as Sent"," on the progress bar at the top.\nThis issues the invoice: it is recorded in your books, editing locks, and any lines linked to tracked stock items reduce your stock.",[741,1771,1772,1773,1775,1776,796],{},"Started from a quote instead? See ",[816,1774,164],{"href":165},".\nNext: ",[816,1777,188],{"href":189},{"title":998,"searchDepth":999,"depth":999,"links":1779},[1780,1781,1782],{"id":1641,"depth":999,"text":1642},{"id":1708,"depth":999,"text":1709},{"id":1761,"depth":999,"text":1762},"How to create a sales invoice in Kontala, add line items from your Products & Services catalogue or as free text, and mark it as sent.",{},6,{"title":177,"description":1783},{"loc":178},"wxNaWlNaCf5BzQf8jNLLtW8GnIJaKSI141uw8Ad_u5w",{"id":1790,"title":286,"body":1791,"description":1919,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":1920,"navigation":1011,"order":1921,"path":287,"reviewedBy":18,"reviewedDate":18,"section":290,"sections":18,"seo":1922,"sitemap":1923,"stem":288,"summary":289,"__hash__":1924},"help\u002Fhelp\u002F09.expenses\u002F04.submit-and-approve-expenses.md",{"type":738,"value":1792,"toc":1914},[1793,1805,1809,1823,1827,1832,1859,1877,1881,1884,1900,1909],[741,1794,1795,1796,792,1799,792,1802,1804],{},"An expense claim moves through a simple workflow: ",[745,1797,1798],{},"Draft",[745,1800,1801],{},"Submitted",[745,1803,839],{},".\nNothing reaches your books until a claim is approved.",[749,1806,1808],{"id":1807},"submit-a-claim","Submit a claim",[741,1810,1811,1812,1815,1816,1818,1819,1822],{},"On a draft expense, choose ",[745,1813,1814],{},"Submit expense",".\nYou can submit your own claims; owners and admins can submit anyone's.\nWhile a claim is ",[745,1817,1798],{}," it stays fully editable - choose ",[745,1820,1821],{},"Edit"," on the expense.",[749,1824,1826],{"id":1825},"approve-or-reject","Approve or reject",[741,1828,1829,1830,796],{},"Approving is for owners and admins - see ",[816,1831,635],{"href":636},[781,1833,1834,1845],{},[757,1835,1836,1837,1840,1841,1844],{},"To approve, open a submitted expense and choose ",[745,1838,1839],{},"Approve",", then confirm with ",[745,1842,1843],{},"Approve expense",". Approval is final: an approved expense can no longer be edited or reopened.",[757,1846,1847,1848,1851,1852,1854,1855,1858],{},"To send it back, choose ",[745,1849,1850],{},"Reject"," and enter a reason. The claimant sees the reason on the expense, can ",[745,1853,1821],{}," it to fix the problem, and can submit it again. ",[745,1856,1857],{},"Reopen"," turns a rejected claim back into a draft.",[741,1860,1861,1862,1865,1866,1869,1870,836,1873,1876],{},"If your organisation is ",[816,1863,1864],{"href":652},"connected to FreeAgent",", each approved expense is pushed there automatically.\nOwners and admins see a ",[745,1867,1868],{},"Pushed to FreeAgent"," badge on the approved expense, with a ",[745,1871,1872],{},"Push now",[745,1874,1875],{},"Retry"," action if a push has not landed.",[749,1878,1880],{"id":1879},"skip-the-submit-step","Skip the submit step",[741,1882,1883],{},"If you do not need the two-step workflow, a company setting collapses it:",[754,1885,1886,1890],{},[757,1887,1455,1888,796],{},[745,1889,791],{},[757,1891,1892,1893,1895,1896,1899],{},"In the ",[745,1894,264],{}," card, tick ",[745,1897,1898],{},"Allow expenses to be approved directly from draft (skip the submit step)"," and save.",[741,1901,1902,1903,1905,1906,1908],{},"When the setting is on, ",[745,1904,1814],{}," is replaced by ",[745,1907,1839],{}," on draft expenses: an owner or admin can approve anyone's draft, and a team member can approve their own.\nLeave it off to keep the standard submit-then-approve workflow.",[741,1910,1911,1912,796],{},"Mileage claims follow exactly the same workflow - see ",[816,1913,292],{"href":293},{"title":998,"searchDepth":999,"depth":999,"links":1915},[1916,1917,1918],{"id":1807,"depth":999,"text":1808},{"id":1825,"depth":999,"text":1826},{"id":1879,"depth":999,"text":1880},"How expense claims move from draft to submitted to approved in Kontala, who can approve them, and how to skip the submit step.",{},7,{"title":286,"description":1919},{"loc":287},"rvLUX89GV3GCQ5_0S3L8jzkMkOStp99tIpx1q033Gxc",{"id":1926,"title":61,"body":1927,"description":2020,"extension":1010,"faq":18,"featured":1011,"gated":733,"icon":18,"lastUpdated":1132,"meta":2021,"navigation":1011,"order":2022,"path":62,"reviewedBy":18,"reviewedDate":18,"section":65,"sections":18,"seo":2023,"sitemap":2024,"stem":63,"summary":64,"__hash__":2025},"help\u002Fhelp\u002F02.tala\u002F01.what-tala-can-do.md",{"type":738,"value":1928,"toc":2015},[1929,1936,1939,1943,1977,1980,1984,1993,1997,2010],[741,1930,1931,1932,1935],{},"Tala is Kontala's AI accountant, and the first thing you see when you sign in: ",[745,1933,1934],{},"Tala"," is the first item in the top navigation and the app's home screen.\nIt greets you with \"Hi, I'm Tala\" above a prompt box that reads \"Ask Tala anything about your books…\".",[741,1937,1938],{},"Ask a question in plain English and Tala looks up the answer in your organisation's real figures, so what it tells you reflects your books as they stand.",[749,1940,1942],{"id":1941},"what-tala-can-answer","What Tala can answer",[781,1944,1945,1950,1955,1960,1966,1971],{},[757,1946,1947,1949],{},[745,1948,1652],{}," - what you have issued and what customers still owe, including overdue amounts.",[757,1951,1952,1954],{},[745,1953,300],{}," - what you have recorded and what remains unpaid.",[757,1956,1957,1959],{},[745,1958,264],{}," - claims, their approval status, and your spending categories.",[757,1961,1962,1965],{},[745,1963,1964],{},"Banking and cash"," - account balances and transactions, your total cash position, and money in against money out.",[757,1967,1968,1970],{},[745,1969,1330],{}," - your VAT periods and the nine-box figures for any return.",[757,1972,1973,1976],{},[745,1974,1975],{},"Your accounts"," - the trial balance, and the ledger transactions behind any account on it.",[741,1978,1979],{},"Tala also knows its way around Kontala, so you can ask how to get something done, for example where to record a supplier bill.",[749,1981,1983],{"id":1982},"actions-tala-can-propose","Actions Tala can propose",[741,1985,1986,1987,1990,1991,796],{},"Tala can draft two changes for you: creating a new expense and approving a submitted one.\nBoth appear as a card in the chat, and nothing happens until you choose ",[745,1988,1989],{},"Confirm"," on it.\nSee ",[816,1992,78],{"href":79},[749,1994,1996],{"id":1995},"what-tala-will-not-do","What Tala will not do",[781,1998,1999,2002,2007],{},[757,2000,2001],{},"It never changes your books by itself, and it cannot file anything to HMRC, send documents, or delete records.",[757,2003,2004,2005,796],{},"It only sees your own organisation, at your own permission level. See ",[816,2006,67],{"href":68},[757,2008,2009],{},"It is not a substitute for a qualified accountant. For anything with filing consequences, review the figures and check with your accountant; Tala reminds you of the same.",[741,2011,2012,2013,796],{},"When you are ready to try it, start with ",[816,2014,72],{"href":73},{"title":998,"searchDepth":999,"depth":999,"links":2016},[2017,2018,2019],{"id":1941,"depth":999,"text":1942},{"id":1982,"depth":999,"text":1983},{"id":1995,"depth":999,"text":1996},"Tala answers questions about your invoices, bills, expenses, banking, and VAT, and can draft an expense for you to confirm.",{},8,{"title":61,"description":2020},{"loc":62},"NP4WgJIyuzsCnb9jlvtZDeiAjqFhJAkheTEFNofQN2w",1785163120945]