[{"data":1,"prerenderedAt":819},["ShallowReactive",2],{"help-navigation":3,"help:\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent":683,"help-surround:\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent":816},[4],{"title":5,"path":6,"stem":7,"children":8,"page":682},"Help","\u002Fhelp","help",[9,55,84,113,142,171,222,240,263,299,323,362,423,493,537,566,612,641],{"title":10,"path":11,"stem":12,"children":13,"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,"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,"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,"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,"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,"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,"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,"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,"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,"icon":321,"summary":322,"section":18},"Bills","\u002Fhelp\u002Fbills","help\u002F10.bills\u002Findex",[304,310,315],{"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","i-lucide-receipt-text","Record supplier bills and pay them from your bank",{"title":324,"path":325,"stem":326,"children":327,"icon":360,"summary":361,"section":18},"Payroll","\u002Fhelp\u002Fpayroll","help\u002F11.payroll\u002Findex",[328,334,339,344,349,355],{"title":329,"path":330,"stem":331,"icon":18,"summary":332,"section":333,"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":335,"path":336,"stem":337,"icon":18,"summary":338,"section":333,"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":340,"path":341,"stem":342,"icon":18,"summary":343,"section":333,"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":345,"path":346,"stem":347,"icon":18,"summary":348,"section":345,"children":-1},"Payslips","\u002Fhelp\u002Fpayroll\u002Fpayslips","help\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":350,"path":351,"stem":352,"icon":18,"summary":353,"section":354,"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":356,"path":357,"stem":358,"icon":18,"summary":359,"section":354,"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":363,"path":364,"stem":365,"children":366,"icon":421,"summary":422,"section":18},"Banking","\u002Fhelp\u002Fbanking","help\u002F12.banking\u002Findex",[367,373,379,384,389,394,400,405,410,416],{"title":368,"path":369,"stem":370,"icon":18,"summary":371,"section":372,"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":374,"path":375,"stem":376,"icon":18,"summary":377,"section":378,"children":-1},"Bank feeds: what Kontala supports today","\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","help\u002F12.banking\u002F02.bank-feeds-and-kontala","No live feeds yet - imports and manual entry instead","Getting transactions in",{"title":380,"path":381,"stem":382,"icon":18,"summary":383,"section":378,"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":385,"path":386,"stem":387,"icon":18,"summary":388,"section":378,"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":390,"path":391,"stem":392,"icon":18,"summary":393,"section":378,"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":395,"path":396,"stem":397,"icon":18,"summary":398,"section":399,"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":401,"path":402,"stem":403,"icon":18,"summary":404,"section":399,"children":-1},"Partial explanations","\u002Fhelp\u002Fbanking\u002Fpartial-explanations","help\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":406,"path":407,"stem":408,"icon":18,"summary":409,"section":399,"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":411,"path":412,"stem":413,"icon":18,"summary":414,"section":415,"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":417,"path":418,"stem":419,"icon":18,"summary":420,"section":415,"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":424,"path":425,"stem":426,"children":427,"icon":491,"summary":492,"section":18},"VAT and Making Tax Digital","\u002Fhelp\u002Fvat","help\u002F13.vat\u002Findex",[428,434,439,445,450,455,460,466,471,476,481,486],{"title":429,"path":430,"stem":431,"icon":18,"summary":432,"section":433,"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":435,"path":436,"stem":437,"icon":18,"summary":438,"section":433,"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":440,"path":441,"stem":442,"icon":18,"summary":443,"section":444,"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":446,"path":447,"stem":448,"icon":18,"summary":449,"section":444,"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":451,"path":452,"stem":453,"icon":18,"summary":454,"section":444,"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":456,"path":457,"stem":458,"icon":18,"summary":459,"section":444,"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":461,"path":462,"stem":463,"icon":18,"summary":464,"section":465,"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":467,"path":468,"stem":469,"icon":18,"summary":470,"section":465,"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":472,"path":473,"stem":474,"icon":18,"summary":475,"section":465,"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":477,"path":478,"stem":479,"icon":18,"summary":480,"section":465,"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":482,"path":483,"stem":484,"icon":18,"summary":485,"section":482,"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":487,"path":488,"stem":489,"icon":18,"summary":490,"section":482,"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":494,"path":495,"stem":496,"children":497,"icon":535,"summary":536,"section":18},"Reports and dashboards","\u002Fhelp\u002Freports","help\u002F14.reports\u002Findex",[498,503,509,514,519,524,530],{"title":499,"path":500,"stem":501,"icon":18,"summary":502,"section":499,"children":-1},"The Overview dashboard","\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","help\u002F14.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":504,"path":505,"stem":506,"icon":18,"summary":507,"section":508,"children":-1},"Profit and loss","\u002Fhelp\u002Freports\u002Fprofit-and-loss","help\u002F14.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":510,"path":511,"stem":512,"icon":18,"summary":513,"section":508,"children":-1},"Balance sheet","\u002Fhelp\u002Freports\u002Fbalance-sheet","help\u002F14.reports\u002F03.balance-sheet","What the business owns and owes, as at a date",{"title":515,"path":516,"stem":517,"icon":18,"summary":518,"section":508,"children":-1},"Trial balance","\u002Fhelp\u002Freports\u002Ftrial-balance","help\u002F14.reports\u002F04.trial-balance","Every account balance, with drill-down to transactions",{"title":520,"path":521,"stem":522,"icon":18,"summary":523,"section":508,"children":-1},"Final accounts","\u002Fhelp\u002Freports\u002Ffinal-accounts","help\u002F14.reports\u002F05.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":525,"path":526,"stem":527,"icon":18,"summary":528,"section":529,"children":-1},"Account transactions","\u002Fhelp\u002Freports\u002Faccount-transactions","help\u002F14.reports\u002F06.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":531,"path":532,"stem":533,"icon":18,"summary":534,"section":529,"children":-1},"Foreign currency and FX","\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","help\u002F14.reports\u002F07.foreign-currency-and-fx","How currency conversion and FX gains show in reports","i-lucide-chart-bar","Dashboards and financial reports, from headline to ledger line",{"title":538,"path":539,"stem":540,"children":541,"icon":564,"summary":565,"section":18},"Capital assets","\u002Fhelp\u002Fcapital-assets","help\u002F15.capital-assets\u002Findex",[542,548,553,559],{"title":543,"path":544,"stem":545,"icon":18,"summary":546,"section":547,"children":-1},"What are capital assets?","\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","help\u002F15.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":549,"path":550,"stem":551,"icon":18,"summary":552,"section":547,"children":-1},"Buy a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","help\u002F15.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":554,"path":555,"stem":556,"icon":18,"summary":557,"section":558,"children":-1},"Depreciation","\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","help\u002F15.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":560,"path":561,"stem":562,"icon":18,"summary":563,"section":558,"children":-1},"Dispose of a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","help\u002F15.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":567,"path":568,"stem":569,"children":570,"icon":610,"summary":611,"section":18},"Your account and settings","\u002Fhelp\u002Faccount","help\u002F16.account\u002Findex",[571,577,583,588,594,599,605],{"title":572,"path":573,"stem":574,"icon":18,"summary":575,"section":576,"children":-1},"My details and your password","\u002Fhelp\u002Faccount\u002Fmy-details-and-password","help\u002F16.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":578,"path":579,"stem":580,"icon":18,"summary":581,"section":582,"children":-1},"Add and manage users","\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","help\u002F16.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":584,"path":585,"stem":586,"icon":18,"summary":587,"section":582,"children":-1},"User permission levels","\u002Fhelp\u002Faccount\u002Fuser-permission-levels","help\u002F16.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":589,"path":590,"stem":591,"icon":18,"summary":592,"section":593,"children":-1},"Company details","\u002Fhelp\u002Faccount\u002Fcompany-details","help\u002F16.account\u002F04.company-details","Your company name, address, tax references, and logo","Company settings",{"title":595,"path":596,"stem":597,"icon":18,"summary":598,"section":593,"children":-1},"Accounting dates and settings","\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","help\u002F16.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":600,"path":601,"stem":602,"icon":18,"summary":603,"section":604,"children":-1},"Connect to FreeAgent","\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","help\u002F16.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":606,"path":607,"stem":608,"icon":18,"summary":609,"section":604,"children":-1},"Manage integrations","\u002Fhelp\u002Faccount\u002Fmanage-integrations","help\u002F16.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting","i-lucide-settings","Your profile, users, company settings, and integrations",{"title":613,"path":614,"stem":615,"children":616,"icon":639,"summary":640,"section":18},"Security and privacy","\u002Fhelp\u002Fsecurity-and-compliance","help\u002F17.security-and-compliance\u002Findex",[617,623,629,634],{"title":618,"path":619,"stem":620,"icon":18,"summary":621,"section":622,"children":-1},"How we keep your data secure","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","help\u002F17.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":624,"path":625,"stem":626,"icon":18,"summary":627,"section":628,"children":-1},"GDPR and your data rights","\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","help\u002F17.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":630,"path":631,"stem":632,"icon":18,"summary":633,"section":622,"children":-1},"HMRC and Making Tax Digital","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","help\u002F17.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":635,"path":636,"stem":637,"icon":18,"summary":638,"section":628,"children":-1},"Export or delete your data","\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","help\u002F17.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":642,"path":643,"stem":644,"children":645,"icon":680,"summary":681,"section":18},"Troubleshooting and FAQ","\u002Fhelp\u002Ftroubleshooting","help\u002F18.troubleshooting\u002Findex",[646,652,658,663,669,675],{"title":647,"path":648,"stem":649,"icon":18,"summary":650,"section":651,"children":-1},"Can't sign in","\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","help\u002F18.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":653,"path":654,"stem":655,"icon":18,"summary":656,"section":657,"children":-1},"Common connection errors","\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","help\u002F18.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":659,"path":660,"stem":661,"icon":18,"summary":662,"section":657,"children":-1},"Statement import problems","\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","help\u002F18.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":664,"path":665,"stem":666,"icon":18,"summary":667,"section":668,"children":-1},"Why my figures look different","\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","help\u002F18.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":670,"path":671,"stem":672,"icon":18,"summary":673,"section":674,"children":-1},"Frequently asked questions","\u002Fhelp\u002Ftroubleshooting\u002Ffaq","help\u002F18.troubleshooting\u002F05.faq","Quick answers to the questions we hear most","Still stuck?",{"title":676,"path":677,"stem":678,"icon":18,"summary":679,"section":674,"children":-1},"Contact support","\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","help\u002F18.troubleshooting\u002F06.contact-support","How to reach us and what to include","i-lucide-life-buoy","Fixes for common problems and quick answers",false,{"id":684,"title":600,"body":685,"description":808,"extension":809,"faq":18,"featured":682,"gated":682,"icon":18,"lastUpdated":810,"meta":811,"navigation":812,"order":18,"path":601,"reviewedBy":18,"reviewedDate":18,"section":604,"sections":18,"seo":813,"sitemap":814,"stem":602,"summary":603,"__hash__":815},"help\u002Fhelp\u002F16.account\u002F06.connect-to-freeagent.md",{"type":686,"value":687,"toc":801},"minimark",[688,692,704,709,737,741,747,781,784,788],[689,690,691],"p",{},"If your books also live in FreeAgent, you can connect it to Kontala.\nOnce connected, every expense that is approved in Kontala is pushed to FreeAgent automatically, so there is no re-keying.",[689,693,694,695,699,700,703],{},"Managing integrations needs permission level ",[696,697,698],"strong",{},"Tax, Accounting & Users"," or higher - see ",[701,702,584],"a",{"href":585},".",[705,706,708],"h2",{"id":707},"connect","Connect",[710,711,712,718,727,730],"ol",{},[713,714,715,716,703],"li",{},"Open the account menu - the button showing your company name, top right - and choose ",[696,717,604],{},[713,719,720,721,724,725,703],{},"On the ",[696,722,723],{},"FreeAgent"," card, choose ",[696,726,600],{},[713,728,729],{},"Sign in to FreeAgent and approve the connection.",[713,731,732,733,736],{},"Back in Kontala, the card shows a green ",[696,734,735],{},"Connected"," badge with the date you connected.",[705,738,740],{"id":739},"what-gets-pushed","What gets pushed",[689,742,743,744,746],{},"Approved expenses are pushed shortly after approval - see ",[701,745,286],{"href":287},".\nOn an approved expense, a badge shows how the push went:",[748,749,750,756,762,772],"ul",{},[713,751,752,755],{},[696,753,754],{},"Pushed to FreeAgent"," - the push succeeded. Click the badge to open the expense in FreeAgent.",[713,757,758,761],{},[696,759,760],{},"Pushing to FreeAgent…"," - the push is on its way.",[713,763,764,767,768,771],{},[696,765,766],{},"FreeAgent push failed"," - choose ",[696,769,770],{},"Retry"," to push it again.",[713,773,774,767,777,780],{},[696,775,776],{},"Not pushed to FreeAgent",[696,778,779],{},"Push now"," to push it manually.",[689,782,783],{},"The badge appears for users with permission level 7 or higher.",[705,785,787],{"id":786},"disconnect","Disconnect",[689,789,720,790,792,793,795,796,798,799,703],{},[696,791,604],{}," page, choose ",[696,794,787],{}," on the ",[696,797,723],{}," card.\nNew approvals stop being pushed, and anything already pushed stays in FreeAgent.\nYou can reconnect at any time - see ",[701,800,606],{"href":607},{"title":802,"searchDepth":803,"depth":803,"links":804},"",2,[805,806,807],{"id":707,"depth":803,"text":708},{"id":739,"depth":803,"text":740},{"id":786,"depth":803,"text":787},"Connect Kontala to FreeAgent so approved expenses are pushed across automatically.","md","20 July 2026",{},true,{"title":600,"description":808},{"loc":601},"h-UjYmrb2P6Y7DOM4MaKS3UCey3qX1TVozK4r16XnIc",[817,818],{"title":595,"path":596,"stem":597,"summary":598,"children":-1},{"title":606,"path":607,"stem":608,"summary":609,"children":-1},1784648808789]