[{"data":1,"prerenderedAt":977},["ShallowReactive",2],{"help-navigation":3,"help:\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist":867,"help-surround:\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist":974},[4],{"title":5,"path":6,"stem":7,"children":8,"page":866},"Accounting","\u002Faccounting","accounting",[9],{"title":10,"path":11,"stem":12,"children":13,"page":866},"Help","\u002Faccounting\u002Fhelp","accounting\u002Fhelp",[14,65,94,123,157,186,237,255,278,314,344,404,465,535,565,618,647,711,740,796,825],{"title":15,"path":16,"stem":17,"children":18,"icon":63,"summary":64,"section":23},"Getting started","\u002Faccounting\u002Fhelp\u002Fgetting-started","accounting\u002Fhelp\u002F01.getting-started\u002Findex",[19,26,31,37,42,47,52,58],{"title":20,"path":21,"stem":22,"icon":23,"summary":24,"section":25,"children":-1},"What is Kontala?","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fwhat-is-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F01.what-is-kontala",null,"An overview of what Kontala does and who it is for","The basics",{"title":27,"path":28,"stem":29,"icon":23,"summary":30,"section":25,"children":-1},"A quick tour of Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fa-tour-of-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F02.a-tour-of-kontala","Find your way around the app in two minutes",{"title":32,"path":33,"stem":34,"icon":23,"summary":35,"section":36,"children":-1},"Create your Kontala account","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fcreate-your-account","accounting\u002Fhelp\u002F01.getting-started\u002F03.create-your-account","Sign up, verify your email, and set your password","Your account",{"title":38,"path":39,"stem":40,"icon":23,"summary":41,"section":36,"children":-1},"Signing in to Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fsigning-in","accounting\u002Fhelp\u002F01.getting-started\u002F04.signing-in","Email and password, Google sign-in, and password resets",{"title":43,"path":44,"stem":45,"icon":23,"summary":46,"section":36,"children":-1},"Secure Password","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fsecure-password","accounting\u002Fhelp\u002F01.getting-started\u002F05.secure-password","Choose a password that actually protects your books",{"title":48,"path":49,"stem":50,"icon":23,"summary":51,"section":36,"children":-1},"Your first time in Kontala","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fwhat-happens-after-signup","accounting\u002Fhelp\u002F01.getting-started\u002F06.what-happens-after-signup","Where you land and what to do first",{"title":53,"path":54,"stem":55,"icon":23,"summary":56,"section":57,"children":-1},"Set-up checklist for a new company","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist","accounting\u002Fhelp\u002F01.getting-started\u002F07.set-up-checklist","From a fresh company to ready for bookkeeping, in order","Setting up your company",{"title":59,"path":60,"stem":61,"icon":23,"summary":62,"section":57,"children":-1},"Moving to Kontala from another system","\u002Faccounting\u002Fhelp\u002Fgetting-started\u002Fmoving-to-kontala","accounting\u002Fhelp\u002F01.getting-started\u002F08.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":66,"path":67,"stem":68,"children":69,"icon":92,"summary":93,"section":23},"Tala, your AI assistant","\u002Faccounting\u002Fhelp\u002Ftala","accounting\u002Fhelp\u002F02.tala\u002Findex",[70,76,81,87],{"title":71,"path":72,"stem":73,"icon":23,"summary":74,"section":75,"children":-1},"What Tala can do","\u002Faccounting\u002Fhelp\u002Ftala\u002Fwhat-tala-can-do","accounting\u002Fhelp\u002F02.tala\u002F01.what-tala-can-do","The questions Tala can answer and the actions it can propose","Meet Tala",{"title":77,"path":78,"stem":79,"icon":23,"summary":80,"section":75,"children":-1},"What Tala can see","\u002Faccounting\u002Fhelp\u002Ftala\u002Fwhat-tala-can-see","accounting\u002Fhelp\u002F02.tala\u002F02.what-tala-can-see","Your organisation only, at your permission level",{"title":82,"path":83,"stem":84,"icon":23,"summary":85,"section":86,"children":-1},"Asking Tala questions","\u002Faccounting\u002Fhelp\u002Ftala\u002Fasking-tala-questions","accounting\u002Fhelp\u002F02.tala\u002F03.asking-tala-questions","Phrasing tips and example questions to try","Working with Tala",{"title":88,"path":89,"stem":90,"icon":23,"summary":91,"section":86,"children":-1},"Tala's action proposals","\u002Faccounting\u002Fhelp\u002Ftala\u002Ftala-action-proposals","accounting\u002Fhelp\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":95,"path":96,"stem":97,"children":98,"icon":121,"summary":122,"section":23},"Contacts","\u002Faccounting\u002Fhelp\u002Fcontacts","accounting\u002Fhelp\u002F03.contacts\u002Findex",[99,105,110,116],{"title":100,"path":101,"stem":102,"icon":23,"summary":103,"section":104,"children":-1},"Create and edit contacts","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcreate-and-edit-contacts","accounting\u002Fhelp\u002F03.contacts\u002F01.create-and-edit-contacts","Add customers and suppliers and keep their details up to date","Managing contacts",{"title":106,"path":107,"stem":108,"icon":23,"summary":109,"section":104,"children":-1},"Contact groups","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcontact-groups","accounting\u002Fhelp\u002F03.contacts\u002F02.contact-groups","Organise contacts into groups and filter the list by them",{"title":111,"path":112,"stem":113,"icon":23,"summary":114,"section":115,"children":-1},"Contact activity and attachments","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fcontact-activity-and-attachments","accounting\u002Fhelp\u002F03.contacts\u002F03.contact-activity-and-attachments","One feed of a contact's documents, plus attached files","Statements and activity",{"title":117,"path":118,"stem":119,"icon":23,"summary":120,"section":115,"children":-1},"Send a statement of account","\u002Faccounting\u002Fhelp\u002Fcontacts\u002Fsend-a-statement-of-account","accounting\u002Fhelp\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":124,"path":125,"stem":126,"children":127,"icon":155,"summary":156,"section":23},"Products and services","\u002Faccounting\u002Fhelp\u002Fproducts-and-services","accounting\u002Fhelp\u002F04.products-and-services\u002Findex",[128,134,139,145,150],{"title":129,"path":130,"stem":131,"icon":23,"summary":132,"section":133,"children":-1},"Create items","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fcreate-items","accounting\u002Fhelp\u002F04.products-and-services\u002F01.create-items","Add catalogue items with sale and purchase defaults","Your price list",{"title":135,"path":136,"stem":137,"icon":23,"summary":138,"section":133,"children":-1},"Use items on documents","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fuse-items-on-documents","accounting\u002Fhelp\u002F04.products-and-services\u002F02.use-items-on-documents","Pick items on document lines and override them per line",{"title":140,"path":141,"stem":142,"icon":23,"summary":143,"section":144,"children":-1},"Tracked inventory","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Ftracked-inventory","accounting\u002Fhelp\u002F04.products-and-services\u002F03.tracked-inventory","Turn on stock tracking and see what changes","Stock",{"title":146,"path":147,"stem":148,"icon":23,"summary":149,"section":144,"children":-1},"Stock movements","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fstock-movements","accounting\u002Fhelp\u002F04.products-and-services\u002F04.stock-movements","Bills add stock, invoices consume it, credit notes return it",{"title":151,"path":152,"stem":153,"icon":23,"summary":154,"section":144,"children":-1},"Stock write-downs","\u002Faccounting\u002Fhelp\u002Fproducts-and-services\u002Fstock-write-downs","accounting\u002Fhelp\u002F04.products-and-services\u002F05.stock-write-downs","Scrap stock, or revalue it down to what it is now worth","i-lucide-package","Your item catalogue, price defaults, and stock tracking",{"title":158,"path":159,"stem":160,"children":161,"icon":184,"summary":185,"section":23},"Estimates","\u002Faccounting\u002Fhelp\u002Festimates","accounting\u002Fhelp\u002F05.estimates\u002Findex",[162,168,173,178],{"title":163,"path":164,"stem":165,"icon":23,"summary":166,"section":167,"children":-1},"Create an estimate","\u002Faccounting\u002Fhelp\u002Festimates\u002Fcreate-an-estimate","accounting\u002Fhelp\u002F05.estimates\u002F01.create-an-estimate","Price a job as an estimate, quote, or proposal","Creating and sending",{"title":169,"path":170,"stem":171,"icon":23,"summary":172,"section":167,"children":-1},"Send an estimate","\u002Faccounting\u002Fhelp\u002Festimates\u002Fsend-an-estimate","accounting\u002Fhelp\u002F05.estimates\u002F02.send-an-estimate","Download the PDF or email it to your customer",{"title":174,"path":175,"stem":176,"icon":23,"summary":177,"section":167,"children":-1},"Manage your estimates","\u002Faccounting\u002Fhelp\u002Festimates\u002Fmanage-your-estimates","accounting\u002Fhelp\u002F05.estimates\u002F03.manage-your-estimates","Statuses, editing, approving, and deleting",{"title":179,"path":180,"stem":181,"icon":23,"summary":182,"section":183,"children":-1},"Convert an estimate to an invoice","\u002Faccounting\u002Fhelp\u002Festimates\u002Fconvert-an-estimate-to-an-invoice","accounting\u002Fhelp\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":187,"path":188,"stem":189,"children":190,"icon":235,"summary":236,"section":23},"Invoicing","\u002Faccounting\u002Fhelp\u002Finvoicing","accounting\u002Fhelp\u002F06.invoicing\u002Findex",[191,197,202,207,212,218,224,229],{"title":192,"path":193,"stem":194,"icon":23,"summary":195,"section":196,"children":-1},"Create an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fcreate-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F01.create-an-invoice","Create an invoice, add line items, and issue it","Creating invoices",{"title":198,"path":199,"stem":200,"icon":23,"summary":201,"section":196,"children":-1},"Edit or delete an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fedit-or-delete-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F02.edit-or-delete-an-invoice","Change, reopen, or delete an invoice",{"title":203,"path":204,"stem":205,"icon":23,"summary":172,"section":206,"children":-1},"Send an invoice","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fsend-an-invoice","accounting\u002Fhelp\u002F06.invoicing\u002F03.send-an-invoice","Sending invoices",{"title":208,"path":209,"stem":210,"icon":23,"summary":211,"section":206,"children":-1},"Invoice statuses","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Finvoice-statuses","accounting\u002Fhelp\u002F06.invoicing\u002F04.invoice-statuses","What Draft, Open, Overdue, Paid, and the other statuses mean",{"title":213,"path":214,"stem":215,"icon":23,"summary":216,"section":217,"children":-1},"Record an invoice payment","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Frecord-an-invoice-payment","accounting\u002Fhelp\u002F06.invoicing\u002F05.record-an-invoice-payment","Match a bank payment to an invoice","Getting paid",{"title":219,"path":220,"stem":221,"icon":23,"summary":222,"section":223,"children":-1},"Create a credit note","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fcreate-a-credit-note","accounting\u002Fhelp\u002F06.invoicing\u002F06.create-a-credit-note","Raise a credit note and send it to your customer","Credit notes",{"title":225,"path":226,"stem":227,"icon":23,"summary":228,"section":223,"children":-1},"Apply or refund a credit note","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Fapply-or-refund-a-credit-note","accounting\u002Fhelp\u002F06.invoicing\u002F07.apply-or-refund-a-credit-note","Set a credit note against an invoice or refund it in cash",{"title":230,"path":231,"stem":232,"icon":23,"summary":233,"section":234,"children":-1},"Invoice in a foreign currency","\u002Faccounting\u002Fhelp\u002Finvoicing\u002Finvoice-in-a-foreign-currency","accounting\u002Fhelp\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":238,"path":239,"stem":240,"children":241,"icon":253,"summary":254,"section":23},"Projects","\u002Faccounting\u002Fhelp\u002Fprojects","accounting\u002Fhelp\u002F07.projects\u002Findex",[242,248],{"title":243,"path":244,"stem":245,"icon":23,"summary":246,"section":247,"children":-1},"Create a project","\u002Faccounting\u002Fhelp\u002Fprojects\u002Fcreate-a-project","accounting\u002Fhelp\u002F07.projects\u002F01.create-a-project","Set up a project linked to a contact","Using projects",{"title":249,"path":250,"stem":251,"icon":23,"summary":252,"section":247,"children":-1},"Track income and costs by project","\u002Faccounting\u002Fhelp\u002Fprojects\u002Ftrack-income-and-costs-by-project","accounting\u002Fhelp\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":256,"path":257,"stem":258,"children":259,"icon":276,"summary":277,"section":23},"Purchase orders","\u002Faccounting\u002Fhelp\u002Fpurchase-orders","accounting\u002Fhelp\u002F08.purchase-orders\u002Findex",[260,265,270],{"title":261,"path":262,"stem":263,"icon":23,"summary":264,"section":167,"children":-1},"Create a purchase order","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fcreate-a-purchase-order","accounting\u002Fhelp\u002F08.purchase-orders\u002F01.create-a-purchase-order","Raise an order, add lines, and approve it",{"title":266,"path":267,"stem":268,"icon":23,"summary":269,"section":167,"children":-1},"Send a purchase order","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fsend-a-purchase-order","accounting\u002Fhelp\u002F08.purchase-orders\u002F02.send-a-purchase-order","Download the PDF or email it to your supplier",{"title":271,"path":272,"stem":273,"icon":23,"summary":274,"section":275,"children":-1},"Convert a purchase order to a bill","\u002Faccounting\u002Fhelp\u002Fpurchase-orders\u002Fconvert-a-purchase-order-to-a-bill","accounting\u002Fhelp\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":279,"path":280,"stem":281,"children":282,"icon":312,"summary":313,"section":23},"Expenses","\u002Faccounting\u002Fhelp\u002Fexpenses","accounting\u002Fhelp\u002F09.expenses\u002Findex",[283,289,295,300,306],{"title":284,"path":285,"stem":286,"icon":23,"summary":287,"section":288,"children":-1},"Create an expense claim","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fcreate-an-expense-claim","accounting\u002Fhelp\u002F09.expenses\u002F01.create-an-expense-claim","Record an out-of-pocket expense and attach the receipt","Recording expenses",{"title":290,"path":291,"stem":292,"icon":23,"summary":293,"section":294,"children":-1},"Smart upload receipts","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fsmart-upload-receipts","accounting\u002Fhelp\u002F09.expenses\u002F02.smart-upload-receipts","Have Kontala read a receipt and fill in the expense","Smart Upload and email-in",{"title":296,"path":297,"stem":298,"icon":23,"summary":299,"section":294,"children":-1},"Email receipts to your expenses","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Femail-receipts-to-your-expenses","accounting\u002Fhelp\u002F09.expenses\u002F03.email-receipts-to-your-expenses","Forward receipts to your personal address to create drafts",{"title":301,"path":302,"stem":303,"icon":23,"summary":304,"section":305,"children":-1},"Submit and approve expenses","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fsubmit-and-approve-expenses","accounting\u002Fhelp\u002F09.expenses\u002F04.submit-and-approve-expenses","The draft, submitted, approved workflow and who can approve","Approvals",{"title":307,"path":308,"stem":309,"icon":23,"summary":310,"section":311,"children":-1},"Mileage claims","\u002Faccounting\u002Fhelp\u002Fexpenses\u002Fmileage-claims","accounting\u002Fhelp\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":315,"path":316,"stem":317,"children":318,"icon":342,"summary":343,"section":23},"Bills","\u002Faccounting\u002Fhelp\u002Fbills","accounting\u002Fhelp\u002F10.bills\u002Findex",[319,325,330,336],{"title":320,"path":321,"stem":322,"icon":23,"summary":323,"section":324,"children":-1},"Create a bill","\u002Faccounting\u002Fhelp\u002Fbills\u002Fcreate-a-bill","accounting\u002Fhelp\u002F10.bills\u002F01.create-a-bill","Record a supplier bill with line items and attachments","Recording bills",{"title":326,"path":327,"stem":328,"icon":23,"summary":329,"section":324,"children":-1},"Bills that buy stock","\u002Faccounting\u002Fhelp\u002Fbills\u002Fbills-that-buy-stock","accounting\u002Fhelp\u002F10.bills\u002F02.bills-that-buy-stock","Point a bill line at a stock item to increase inventory",{"title":331,"path":332,"stem":333,"icon":23,"summary":334,"section":335,"children":-1},"Record a bill payment","\u002Faccounting\u002Fhelp\u002Fbills\u002Frecord-a-bill-payment","accounting\u002Fhelp\u002F10.bills\u002F03.record-a-bill-payment","Explain the bank line that paid the bill","Paying bills",{"title":337,"path":338,"stem":339,"icon":23,"summary":340,"section":341,"children":-1},"Bill credit notes","\u002Faccounting\u002Fhelp\u002Fbills\u002Fbill-credit-notes","accounting\u002Fhelp\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":345,"path":346,"stem":347,"children":348,"icon":402,"summary":403,"section":23},"Payroll","\u002Faccounting\u002Fhelp\u002Fpayroll","accounting\u002Fhelp\u002F11.payroll\u002Findex",[349,355,360,365,370,376,381,387,392,397],{"title":350,"path":351,"stem":352,"icon":23,"summary":353,"section":354,"children":-1},"Set up payroll","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fset-up-payroll","accounting\u002Fhelp\u002F11.payroll\u002F01.set-up-payroll","What you need before your first pay run","Running payroll",{"title":356,"path":357,"stem":358,"icon":23,"summary":359,"section":354,"children":-1},"Prepare a pay run","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fprepare-a-pay-run","accounting\u002Fhelp\u002F11.payroll\u002F02.prepare-a-pay-run","Start a month's payroll and review the payslips",{"title":361,"path":362,"stem":363,"icon":23,"summary":364,"section":354,"children":-1},"Complete or edit a pay run","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fcomplete-or-edit-a-pay-run","accounting\u002Fhelp\u002F11.payroll\u002F03.complete-or-edit-a-pay-run","Edit draft payslips and finalise the month",{"title":366,"path":367,"stem":368,"icon":23,"summary":369,"section":366,"children":-1},"Payslips","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fpayslips","accounting\u002Fhelp\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":371,"path":372,"stem":373,"icon":23,"summary":374,"section":375,"children":-1},"Send RTI to HMRC","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fsend-rti-to-hmrc","accounting\u002Fhelp\u002F11.payroll\u002F05.send-rti-to-hmrc","File each month's Full Payment Submission","RTI and HMRC",{"title":377,"path":378,"stem":379,"icon":23,"summary":380,"section":375,"children":-1},"EPS and Employment Allowance","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Feps-and-employment-allowance","accounting\u002Fhelp\u002F11.payroll\u002F06.eps-and-employment-allowance","Claim the Employment Allowance through an EPS",{"title":382,"path":383,"stem":384,"icon":23,"summary":385,"section":386,"children":-1},"Your workplace pension scheme","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fthe-pension-scheme","accounting\u002Fhelp\u002F11.payroll\u002F07.the-pension-scheme","Set up auto-enrolment so pay runs assess and enrol your workers","Pensions and benefits",{"title":388,"path":389,"stem":390,"icon":23,"summary":391,"section":386,"children":-1},"Benefits in kind, the P11D and the P11D(b)","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fbenefits-and-the-p11d","accounting\u002Fhelp\u002F11.payroll\u002F08.benefits-and-the-p11d","Company cars and other benefits, and the two forms they produce",{"title":393,"path":394,"stem":395,"icon":23,"summary":396,"section":366,"children":-1},"P60s and P45s","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fp60s-and-p45s","accounting\u002Fhelp\u002F11.payroll\u002F09.p60s-and-p45s","The year-end certificate and the leaving statement",{"title":398,"path":399,"stem":400,"icon":23,"summary":401,"section":375,"children":-1},"HMRC notices","\u002Faccounting\u002Fhelp\u002Fpayroll\u002Fhmrc-notices","accounting\u002Fhelp\u002F11.payroll\u002F10.hmrc-notices","Tax code changes and loan instructions from HMRC","i-lucide-hand-coins","Pay runs, payslips, pensions, benefits, and RTI filing",{"title":405,"path":406,"stem":407,"children":408,"icon":463,"summary":464,"section":23},"Banking","\u002Faccounting\u002Fhelp\u002Fbanking","accounting\u002Fhelp\u002F12.banking\u002Findex",[409,415,421,426,431,436,442,447,452,458],{"title":410,"path":411,"stem":412,"icon":23,"summary":413,"section":414,"children":-1},"Add a bank account","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fadd-a-bank-account","accounting\u002Fhelp\u002F12.banking\u002F01.add-a-bank-account","Create an account with an opening balance and currency","Bank accounts",{"title":416,"path":417,"stem":418,"icon":23,"summary":419,"section":420,"children":-1},"Bank feeds and Open Banking","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","accounting\u002Fhelp\u002F12.banking\u002F02.bank-feeds-and-kontala","Feeds are coming - imports keep you current until then","Getting transactions in",{"title":422,"path":423,"stem":424,"icon":23,"summary":425,"section":420,"children":-1},"Import a bank statement","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fimport-a-bank-statement","accounting\u002Fhelp\u002F12.banking\u002F03.import-a-bank-statement","Upload a CSV or OFX export and confirm the mapping",{"title":427,"path":428,"stem":429,"icon":23,"summary":430,"section":420,"children":-1},"Statement import formats","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fstatement-import-formats","accounting\u002Fhelp\u002F12.banking\u002F04.statement-import-formats","Supported file types, columns, dates and amounts",{"title":432,"path":433,"stem":434,"icon":23,"summary":435,"section":420,"children":-1},"Add a transaction manually","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fadd-a-transaction-manually","accounting\u002Fhelp\u002F12.banking\u002F05.add-a-transaction-manually","Enter a single transaction by hand",{"title":437,"path":438,"stem":439,"icon":23,"summary":440,"section":441,"children":-1},"Explain a transaction","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fexplain-a-transaction","accounting\u002Fhelp\u002F12.banking\u002F06.explain-a-transaction","Choose a type and category, or link an invoice or bill","Explaining transactions",{"title":443,"path":444,"stem":445,"icon":23,"summary":446,"section":441,"children":-1},"Partial explanations","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fpartial-explanations","accounting\u002Fhelp\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":448,"path":449,"stem":450,"icon":23,"summary":451,"section":441,"children":-1},"Correct an explained transaction","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fcorrect-an-explained-transaction","accounting\u002Fhelp\u002F12.banking\u002F08.correct-an-explained-transaction","Edit or remove an explanation you got wrong",{"title":453,"path":454,"stem":455,"icon":23,"summary":456,"section":457,"children":-1},"Record a transfer between accounts","\u002Faccounting\u002Fhelp\u002Fbanking\u002Frecord-a-transfer-between-accounts","accounting\u002Fhelp\u002F12.banking\u002F09.record-a-transfer-between-accounts","Explain money moved between your own accounts","Transfers and assets",{"title":459,"path":460,"stem":461,"icon":23,"summary":462,"section":457,"children":-1},"Explain asset purchases and disposals","\u002Faccounting\u002Fhelp\u002Fbanking\u002Fexplain-asset-purchases-and-disposals","accounting\u002Fhelp\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":466,"path":467,"stem":468,"children":469,"icon":533,"summary":534,"section":23},"VAT and Making Tax Digital","\u002Faccounting\u002Fhelp\u002Fvat","accounting\u002Fhelp\u002F13.vat\u002Findex",[470,476,481,487,492,497,502,508,513,518,523,528],{"title":471,"path":472,"stem":473,"icon":23,"summary":474,"section":475,"children":-1},"Set up your VAT registration","\u002Faccounting\u002Fhelp\u002Fvat\u002Fset-up-vat-registration","accounting\u002Fhelp\u002F13.vat\u002F01.set-up-vat-registration","Enter your registration details and generate your periods","Getting set up",{"title":477,"path":478,"stem":479,"icon":23,"summary":480,"section":475,"children":-1},"Connect Kontala to HMRC","\u002Faccounting\u002Fhelp\u002Fvat\u002Fconnect-kontala-to-hmrc","accounting\u002Fhelp\u002F13.vat\u002F02.connect-kontala-to-hmrc","Authorise Kontala to file MTD VAT returns for you",{"title":482,"path":483,"stem":484,"icon":23,"summary":485,"section":486,"children":-1},"How your VAT return is calculated","\u002Faccounting\u002Fhelp\u002Fvat\u002Fhow-your-vat-return-is-calculated","accounting\u002Fhelp\u002F13.vat\u002F03.how-your-vat-return-is-calculated","From your records to the boxes on your return","Your VAT returns",{"title":488,"path":489,"stem":490,"icon":23,"summary":491,"section":486,"children":-1},"VAT boxes explained","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-boxes-explained","accounting\u002Fhelp\u002F13.vat\u002F04.vat-boxes-explained","All nine boxes on your return, in plain English",{"title":493,"path":494,"stem":495,"icon":23,"summary":496,"section":486,"children":-1},"VAT periods and due dates","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-periods-and-due-dates","accounting\u002Fhelp\u002F13.vat\u002F05.vat-periods-and-due-dates","Your generated periods, statuses, and filing deadlines",{"title":498,"path":499,"stem":500,"icon":23,"summary":501,"section":486,"children":-1},"Review your VAT return","\u002Faccounting\u002Fhelp\u002Fvat\u002Freview-your-vat-return","accounting\u002Fhelp\u002F13.vat\u002F06.review-your-vat-return","Check the boxes and drill into the figures behind them",{"title":503,"path":504,"stem":505,"icon":23,"summary":506,"section":507,"children":-1},"Submit a VAT return","\u002Faccounting\u002Fhelp\u002Fvat\u002Fsubmit-a-vat-return","accounting\u002Fhelp\u002F13.vat\u002F07.submit-a-vat-return","File your return to HMRC under Making Tax Digital","Filing to HMRC",{"title":509,"path":510,"stem":511,"icon":23,"summary":512,"section":507,"children":-1},"After you file","\u002Faccounting\u002Fhelp\u002Fvat\u002Fafter-you-file","accounting\u002Fhelp\u002F13.vat\u002F08.after-you-file","The locked period, your filed returns, and paying HMRC",{"title":514,"path":515,"stem":516,"icon":23,"summary":517,"section":507,"children":-1},"Mark a return as filed","\u002Faccounting\u002Fhelp\u002Fvat\u002Fmark-a-return-as-filed","accounting\u002Fhelp\u002F13.vat\u002F09.mark-a-return-as-filed","Record a return filed outside Kontala and lock the period",{"title":519,"path":520,"stem":521,"icon":23,"summary":522,"section":507,"children":-1},"Fix a rejected VAT submission","\u002Faccounting\u002Fhelp\u002Fvat\u002Ffix-a-rejected-vat-submission","accounting\u002Fhelp\u002F13.vat\u002F10.fix-a-rejected-vat-submission","What rejection messages mean and how to fix them",{"title":524,"path":525,"stem":526,"icon":23,"summary":527,"section":524,"children":-1},"The VAT Dashboard","\u002Faccounting\u002Fhelp\u002Fvat\u002Fthe-vat-dashboard","accounting\u002Fhelp\u002F13.vat\u002F11.the-vat-dashboard","Your HMRC VAT account, synced live into Kontala",{"title":529,"path":530,"stem":531,"icon":23,"summary":532,"section":524,"children":-1},"VAT penalties and points","\u002Faccounting\u002Fhelp\u002Fvat\u002Fvat-penalties-and-points","accounting\u002Fhelp\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":536,"path":537,"stem":538,"children":539,"icon":563,"summary":564,"section":23},"End of Year","\u002Faccounting\u002Fhelp\u002Fend-of-year","accounting\u002Fhelp\u002F14.end-of-year\u002Findex",[540,546,551,557],{"title":541,"path":542,"stem":543,"icon":23,"summary":544,"section":545,"children":-1},"The end of year process","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process","accounting\u002Fhelp\u002F14.end-of-year\u002F01.the-end-of-year-process","Your accounting year, its deadlines, and what happens next","The year-end process",{"title":547,"path":548,"stem":549,"icon":23,"summary":550,"section":545,"children":-1},"Final accounts and notes","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Ffinal-accounts-and-notes","accounting\u002Fhelp\u002F14.end-of-year\u002F02.final-accounts-and-notes","Your statutory accounts, and the notes that go with them",{"title":552,"path":553,"stem":554,"icon":23,"summary":555,"section":556,"children":-1},"Corporation Tax and the CT600","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Fcorporation-tax-ct600","accounting\u002Fhelp\u002F14.end-of-year\u002F03.corporation-tax-ct600","From accounting profit to taxable profit, and your CT600","Corporation Tax",{"title":558,"path":559,"stem":560,"icon":23,"summary":561,"section":562,"children":-1},"Review, approve and file","\u002Faccounting\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file","accounting\u002Fhelp\u002F14.end-of-year\u002F04.review-approve-and-file","Clear the checks, sign the accounts, file to Companies House","Approve and file","i-lucide-calendar-check","Approve your accounts, file them, and prepare Corporation Tax",{"title":566,"path":567,"stem":568,"children":569,"icon":616,"summary":617,"section":23},"Self Assessment","\u002Faccounting\u002Fhelp\u002Fself-assessment","accounting\u002Fhelp\u002F15.self-assessment\u002Findex",[570,575,580,585,590,595,600,605,611],{"title":571,"path":572,"stem":573,"icon":23,"summary":574,"section":475,"children":-1},"Who Self Assessment is for","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fwho-self-assessment-is-for","accounting\u002Fhelp\u002F15.self-assessment\u002F01.who-self-assessment-is-for","Which businesses it applies to, and what Kontala prepares",{"title":576,"path":577,"stem":578,"icon":23,"summary":579,"section":475,"children":-1},"Self Assessment settings","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fself-assessment-settings","accounting\u002Fhelp\u002F15.self-assessment\u002F02.self-assessment-settings","The answers about your trade that decide how profit is worked out",{"title":581,"path":582,"stem":583,"icon":23,"summary":584,"section":475,"children":-1},"The cash basis and the accruals basis","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fcash-basis-or-accruals","accounting\u002Fhelp\u002F15.self-assessment\u002F03.cash-basis-or-accruals","Which basis your trading profit is worked out on, and what changes",{"title":586,"path":587,"stem":588,"icon":23,"summary":589,"section":586,"children":-1},"Your trading profit","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-trading-profit","accounting\u002Fhelp\u002F15.self-assessment\u002F04.your-trading-profit","The books, quarter by quarter, and how they reach a taxable profit",{"title":591,"path":592,"stem":593,"icon":23,"summary":594,"section":586,"children":-1},"Your computation and SA103 boxes","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-computation-and-sa103-boxes","accounting\u002Fhelp\u002F15.self-assessment\u002F05.your-computation-and-sa103-boxes","From accounting profit to taxable profit, box by box",{"title":596,"path":597,"stem":598,"icon":23,"summary":599,"section":586,"children":-1},"Adjustments and allowances","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fadjustments-and-allowances","accounting\u002Fhelp\u002F15.self-assessment\u002F06.adjustments-and-allowances","The entries that move your taxable profit up or down",{"title":601,"path":602,"stem":603,"icon":23,"summary":604,"section":601,"children":-1},"Your own return","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-own-return","accounting\u002Fhelp\u002F15.self-assessment\u002F07.your-own-return","Your personal position, separate from the business's trade",{"title":606,"path":607,"stem":608,"icon":23,"summary":609,"section":610,"children":-1},"Your accounting date and the tax year","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fyour-accounting-date-and-the-tax-year","accounting\u002Fhelp\u002F15.self-assessment\u002F08.your-accounting-date-and-the-tax-year","When your accounts and the tax year do not line up","Closing a tax year",{"title":612,"path":613,"stem":614,"icon":23,"summary":615,"section":610,"children":-1},"Close a tax year","\u002Faccounting\u002Fhelp\u002Fself-assessment\u002Fclose-a-tax-year","accounting\u002Fhelp\u002F15.self-assessment\u002F09.close-a-tax-year","Clear the checks, close the year, and lock its figures","i-lucide-file-user","Your trading profit, your tax year, and the figures for your return",{"title":619,"path":620,"stem":621,"children":622,"icon":645,"summary":646,"section":23},"Construction Industry Scheme","\u002Faccounting\u002Fhelp\u002Fcis","accounting\u002Fhelp\u002F16.cis\u002Findex",[623,628,634,640],{"title":624,"path":625,"stem":626,"icon":23,"summary":627,"section":475,"children":-1},"Record your CIS role","\u002Faccounting\u002Fhelp\u002Fcis\u002Fcis-settings","accounting\u002Fhelp\u002F16.cis\u002F01.cis-settings","Contractor, subcontractor, or both - and what each turns on",{"title":629,"path":630,"stem":631,"icon":23,"summary":632,"section":633,"children":-1},"CIS deductions taken from you","\u002Faccounting\u002Fhelp\u002Fcis\u002Fdeductions-taken-from-you","accounting\u002Fhelp\u002F16.cis\u002F02.deductions-taken-from-you","Invoice as a subcontractor, then record what was deducted","As a subcontractor",{"title":635,"path":636,"stem":637,"icon":23,"summary":638,"section":639,"children":-1},"Your monthly CIS300 return","\u002Faccounting\u002Fhelp\u002Fcis\u002Fyour-monthly-cis300-return","accounting\u002Fhelp\u002F16.cis\u002F03.your-monthly-cis300-return","The monthly return, its deadline, and recording it as filed","As a contractor",{"title":641,"path":642,"stem":643,"icon":23,"summary":644,"section":639,"children":-1},"Payment and deduction statements","\u002Faccounting\u002Fhelp\u002Fcis\u002Fpayment-and-deduction-statements","accounting\u002Fhelp\u002F16.cis\u002F04.payment-and-deduction-statements","The statement each subcontractor is entitled to, every month","i-lucide-hard-hat","Deductions taken from you, deductions you make, and the CIS300",{"title":648,"path":649,"stem":650,"children":651,"icon":709,"summary":710,"section":23},"Reports and dashboards","\u002Faccounting\u002Fhelp\u002Freports","accounting\u002Fhelp\u002F17.reports\u002Findex",[652,657,663,668,673,678,683,689,694,699,704],{"title":653,"path":654,"stem":655,"icon":23,"summary":656,"section":653,"children":-1},"The Overview dashboard","\u002Faccounting\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","accounting\u002Fhelp\u002F17.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":658,"path":659,"stem":660,"icon":23,"summary":661,"section":662,"children":-1},"Profit and loss","\u002Faccounting\u002Fhelp\u002Freports\u002Fprofit-and-loss","accounting\u002Fhelp\u002F17.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":664,"path":665,"stem":666,"icon":23,"summary":667,"section":662,"children":-1},"Cash Basis Profit & Loss","\u002Faccounting\u002Fhelp\u002Freports\u002Fcash-basis-profit-and-loss","accounting\u002Fhelp\u002F17.reports\u002F03.cash-basis-profit-and-loss","Your P&L restated on the cash basis, line by line",{"title":669,"path":670,"stem":671,"icon":23,"summary":672,"section":662,"children":-1},"Balance sheet","\u002Faccounting\u002Fhelp\u002Freports\u002Fbalance-sheet","accounting\u002Fhelp\u002F17.reports\u002F04.balance-sheet","What the business owns and owes, as at a date",{"title":674,"path":675,"stem":676,"icon":23,"summary":677,"section":662,"children":-1},"Trial balance","\u002Faccounting\u002Fhelp\u002Freports\u002Ftrial-balance","accounting\u002Fhelp\u002F17.reports\u002F05.trial-balance","Every account balance, with drill-down to transactions",{"title":679,"path":680,"stem":681,"icon":23,"summary":682,"section":662,"children":-1},"Final accounts","\u002Faccounting\u002Fhelp\u002Freports\u002Ffinal-accounts","accounting\u002Fhelp\u002F17.reports\u002F06.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":684,"path":685,"stem":686,"icon":23,"summary":687,"section":688,"children":-1},"Account transactions","\u002Faccounting\u002Fhelp\u002Freports\u002Faccount-transactions","accounting\u002Fhelp\u002F17.reports\u002F07.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":690,"path":691,"stem":692,"icon":23,"summary":693,"section":688,"children":-1},"Foreign currency and FX","\u002Faccounting\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","accounting\u002Fhelp\u002F17.reports\u002F08.foreign-currency-and-fx","How currency conversion and FX gains show in reports",{"title":695,"path":696,"stem":697,"icon":23,"summary":698,"section":688,"children":-1},"Aged debtors and creditors","\u002Faccounting\u002Fhelp\u002Freports\u002Faged-debtors-and-creditors","accounting\u002Fhelp\u002F17.reports\u002F09.aged-debtors-and-creditors","Who owes you, who you owe, and how late it is",{"title":700,"path":701,"stem":702,"icon":23,"summary":703,"section":688,"children":-1},"Audit trail","\u002Faccounting\u002Fhelp\u002Freports\u002Faudit-trail","accounting\u002Fhelp\u002F17.reports\u002F10.audit-trail","Who changed what, when, across your whole organisation",{"title":705,"path":706,"stem":707,"icon":23,"summary":708,"section":688,"children":-1},"Salary report","\u002Faccounting\u002Fhelp\u002Freports\u002Fsalary-report","accounting\u002Fhelp\u002F17.reports\u002F11.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":712,"path":713,"stem":714,"children":715,"icon":738,"summary":739,"section":23},"Capital assets","\u002Faccounting\u002Fhelp\u002Fcapital-assets","accounting\u002Fhelp\u002F18.capital-assets\u002Findex",[716,722,727,733],{"title":717,"path":718,"stem":719,"icon":23,"summary":720,"section":721,"children":-1},"What are capital assets?","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","accounting\u002Fhelp\u002F18.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":723,"path":724,"stem":725,"icon":23,"summary":726,"section":721,"children":-1},"Buy a capital asset","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","accounting\u002Fhelp\u002F18.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":728,"path":729,"stem":730,"icon":23,"summary":731,"section":732,"children":-1},"Depreciation","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","accounting\u002Fhelp\u002F18.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":734,"path":735,"stem":736,"icon":23,"summary":737,"section":732,"children":-1},"Dispose of a capital asset","\u002Faccounting\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","accounting\u002Fhelp\u002F18.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":741,"path":742,"stem":743,"children":744,"icon":794,"summary":795,"section":23},"Your account and settings","\u002Faccounting\u002Fhelp\u002Faccount","accounting\u002Fhelp\u002F19.account\u002Findex",[745,751,757,762,768,773,779,784,789],{"title":746,"path":747,"stem":748,"icon":23,"summary":749,"section":750,"children":-1},"My details and your password","\u002Faccounting\u002Fhelp\u002Faccount\u002Fmy-details-and-password","accounting\u002Fhelp\u002F19.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":752,"path":753,"stem":754,"icon":23,"summary":755,"section":756,"children":-1},"Add and manage users","\u002Faccounting\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","accounting\u002Fhelp\u002F19.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":758,"path":759,"stem":760,"icon":23,"summary":761,"section":756,"children":-1},"User permission levels","\u002Faccounting\u002Fhelp\u002Faccount\u002Fuser-permission-levels","accounting\u002Fhelp\u002F19.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":763,"path":764,"stem":765,"icon":23,"summary":766,"section":767,"children":-1},"Company details","\u002Faccounting\u002Fhelp\u002Faccount\u002Fcompany-details","accounting\u002Fhelp\u002F19.account\u002F04.company-details","Who the business is, its tax references, and your logo","Company settings",{"title":769,"path":770,"stem":771,"icon":23,"summary":772,"section":767,"children":-1},"Accounting dates and settings","\u002Faccounting\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","accounting\u002Fhelp\u002F19.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":774,"path":775,"stem":776,"icon":23,"summary":777,"section":778,"children":-1},"Connect to FreeAgent","\u002Faccounting\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","accounting\u002Fhelp\u002F19.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":780,"path":781,"stem":782,"icon":23,"summary":783,"section":778,"children":-1},"Manage integrations","\u002Faccounting\u002Fhelp\u002Faccount\u002Fmanage-integrations","accounting\u002Fhelp\u002F19.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting",{"title":785,"path":786,"stem":787,"icon":23,"summary":788,"section":767,"children":-1},"Journal entries","\u002Faccounting\u002Fhelp\u002Faccount\u002Fjournal-entries","accounting\u002Fhelp\u002F19.account\u002F08.journal-entries","Balanced adjustments posted straight to the ledger",{"title":790,"path":791,"stem":792,"icon":23,"summary":793,"section":767,"children":-1},"Opening balances","\u002Faccounting\u002Fhelp\u002Faccount\u002Fopening-balances","accounting\u002Fhelp\u002F19.account\u002F09.opening-balances","What the business owned and owed on your start date","i-lucide-settings","Your profile, users, company settings, your data, and integrations",{"title":797,"path":798,"stem":799,"children":800,"icon":823,"summary":824,"section":23},"Security and privacy","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance","accounting\u002Fhelp\u002F20.security-and-compliance\u002Findex",[801,807,813,818],{"title":802,"path":803,"stem":804,"icon":23,"summary":805,"section":806,"children":-1},"How we keep your data secure","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","accounting\u002Fhelp\u002F20.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":808,"path":809,"stem":810,"icon":23,"summary":811,"section":812,"children":-1},"GDPR and your data rights","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","accounting\u002Fhelp\u002F20.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":814,"path":815,"stem":816,"icon":23,"summary":817,"section":806,"children":-1},"HMRC and Making Tax Digital","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","accounting\u002Fhelp\u002F20.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":819,"path":820,"stem":821,"icon":23,"summary":822,"section":812,"children":-1},"Export or delete your data","\u002Faccounting\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","accounting\u002Fhelp\u002F20.security-and-compliance\u002F04.export-or-delete-your-data","Take 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":826,"path":827,"stem":828,"children":829,"icon":864,"summary":865,"section":23},"Troubleshooting","\u002Faccounting\u002Fhelp\u002Ftroubleshooting","accounting\u002Fhelp\u002F21.troubleshooting\u002Findex",[830,836,842,847,853,859],{"title":831,"path":832,"stem":833,"icon":23,"summary":834,"section":835,"children":-1},"Can't sign in","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","accounting\u002Fhelp\u002F21.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":837,"path":838,"stem":839,"icon":23,"summary":840,"section":841,"children":-1},"Common connection errors","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","accounting\u002Fhelp\u002F21.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":843,"path":844,"stem":845,"icon":23,"summary":846,"section":841,"children":-1},"Statement import problems","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","accounting\u002Fhelp\u002F21.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":848,"path":849,"stem":850,"icon":23,"summary":851,"section":852,"children":-1},"Why my figures look different","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","accounting\u002Fhelp\u002F21.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":854,"path":855,"stem":856,"icon":23,"summary":857,"section":858,"children":-1},"Where to look when something is wrong","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fwhere-to-look","accounting\u002Fhelp\u002F21.troubleshooting\u002F05.where-to-look","Find the right troubleshooting article fast","Still stuck?",{"title":860,"path":861,"stem":862,"icon":23,"summary":863,"section":858,"children":-1},"Contact support","\u002Faccounting\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","accounting\u002Fhelp\u002F21.troubleshooting\u002F06.contact-support","How to reach us and what to include","i-lucide-life-buoy","Fixes for the problems we see most",false,{"id":868,"title":53,"body":869,"description":966,"extension":967,"faq":23,"featured":866,"gated":866,"icon":23,"lastUpdated":968,"meta":969,"navigation":970,"order":23,"path":54,"reviewedBy":23,"reviewedDate":23,"section":57,"sections":23,"seo":971,"sitemap":972,"stem":55,"summary":56,"__hash__":973},"help\u002Faccounting\u002Fhelp\u002F01.getting-started\u002F07.set-up-checklist.md",{"type":870,"value":871,"toc":962},"minimark",[872,876,956],[873,874,875],"p",{},"A new company works out of the box, but ten minutes of set-up makes everything after it smoother.\nWork through these steps in order.\nMost of them live in the account menu, the button showing your company name, top right.",[877,878,879,895,906,918,929,944],"ol",{},[880,881,882,886,887,890,891,894],"li",{},[883,884,885],"strong",{},"Check your company details."," Open the account menu and choose ",[883,888,889],{},"Company Details",". These details appear on your invoices and other documents, so fix anything that is wrong first. See ",[892,893,763],"a",{"href":764},".",[880,896,897,886,900,903,904,894],{},[883,898,899],{},"Set your accounting dates.",[883,901,902],{},"Settings",". Your accounting year drives your reports, so get it right before you start entering data. See ",[892,905,769],{"href":770},[880,907,908,911,912,915,916,894],{},[883,909,910],{},"Enter your VAT registration."," If you are VAT registered, open the account menu and choose ",[883,913,914],{},"VAT Registration"," so your returns are calculated correctly from day one. See ",[892,917,471],{"href":472},[880,919,920,886,923,926,927,894],{},[883,921,922],{},"Add your team.",[883,924,925],{},"Users"," to invite colleagues, each with a permission level that controls what they can see and do. See ",[892,928,752],{"href":753},[880,930,931,934,935,937,938,941,942,894],{},[883,932,933],{},"Add your bank accounts."," Go to ",[883,936,405],{}," and choose ",[883,939,940],{},"Add New Account"," for each business account, entering its opening balance as you go. See ",[892,943,410],{"href":411},[880,945,946,949,950,953,954,894],{},[883,947,948],{},"Import your first statement."," Open the account and choose ",[883,951,952],{},"Upload statement"," to bring in your recent transactions, then explain them. See ",[892,955,422],{"href":423},[873,957,958,959,961],{},"Moving over from other accounting software or spreadsheets?\nFollow ",[892,960,59],{"href":60}," alongside this checklist.",{"title":963,"searchDepth":964,"depth":964,"links":965},"",2,[],"The six set-up steps that take a brand-new Kontala company from empty to ready for day-to-day bookkeeping.","md","20 July 2026",{},true,{"title":53,"description":966},{"loc":54},"pvO4jtdpQepdjAxWcU2Za-e0_uxVUO_zUbp4DgieZjs",[975,976],{"title":48,"path":49,"stem":50,"summary":51,"children":-1},{"title":59,"path":60,"stem":61,"summary":62,"children":-1},1791376705700]