Handdy Accounts Help and Support1. Log into your account.
2. Go to View Report and select “Profit and Loss Reports” from the Useful Reports section.
3. Select the desired date range.
4. The details pertaining to the selected range are displayed. A graph to represent the information is also generated. You can export this to Excel if necessary.
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1. Log in to your account. Select “Settings”.
2. Find “Income Categories” and click the green “Edit Now” button.
3. Click on the “Add new income category button” and enter the name of the category.
4. Click “Add”.
Note: You can add new income category while you “enter an income” as well. Just click on the Category field and select from the drop down list or click “Add new category” and follow the instructions.
Note:
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Following are options available under Setting:
Business details
Edit your business information including name, address and VAT registration
Account details
Add or modify your bank, credit card and cash in hand details
Customer information
Add or edit your customer information such as name and address
Supplier information
Add or edit your supplier / vendor / merchant information such as name and address
Income categories
Create appropriate categories to classify your income. Add or edit them whenever you want
Expense categories
Create appropriate categories to classify your expenses. Add or edit them whenever you want
Tax rates
Add or edit Tax rates for your business
Change Password
Change your password as and when you need
Record account transfers
Record account transfers
Note
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1. Log in to your account.
2. Click “Settings”.
3. Find “Customer Information” and select “Edit now” button.
4. Click on “Add new customer”.
5. Enter the required details and click “Add”.
Note
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Your account history provides you the following information:
1. Income received at the selected account from your customers
2. Payments made from the selected account to your suppliers
3. Account balance after each payment or income (when the account balance is set via “Account details” section in “Settings” menu)
You can use the account history to find out exactly where your money comes from and where it is spent, for a selected date range.
To navigate to Account History, click See History >> Account history. Following is a sample screenshot of a “Bank account” history.
Note
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1. Log into your account.
2. Above the menu bar, on any page, you will find a link called “Upgrade” on the top right hand corner near your name and “Sign out” link. Click that option to upgrade.
3. You will be taken to the subscription page where you can pay and upgrade.
Note
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No. It is not possible to send the VAT report directly to HMRC from this software.
However you can follow the link to HMRC online services (given at the end of the VAT report) website, log in and do the necessary functions.
All you have to do is copy the particulars from our form and enter them into HMRC’s form as ours is designed very similar to HMRC’s.
Note
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1. Log into your account.
2. Go to View Reports >>VAT Return Report (Under Useful reports)
3. Select the desired date range
4. Your VAT details are displayed. Click Download PDF.
5. Your report in PDF is generated.
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1. Log into your Handdy Accounts account
2. Click on View Reports
You will have reports under the following categories
1. Income and Expense reports
Income and Expense by month: This report will give you a summary of income & expense details and the total income and expense at the end of the month or selected date range.
Income by category : This report will give you a summary of income details and the total income at the end of the month or selected date range for specific income categories like ‘Sales income’ for example.
Expense by category : This report will give you a summary of expense details and the total expense at the end of the month or selected date range for specific expense categories like ‘General expenses’ for example.
2. Useful reports
Profit and loss: This report will give you the details of income and expenses and show you the final profit or loss at the end of a selected date range. There is also a simple, easy-to-understand graph to represent this statement.
Taxes collected from client: This report will show you total tax collected for the month or selected date range.
3. Customers and suppliers reports
Top customers : This report will show you at a glance who your highest and lowest paying customers are for the month or a selected date range.
Top suppliers : This report will show you at a glance which supplier you pay the most to and which supplier you pay the least to for the month or a selected date range.
Then there is a Download reports option under ‘Download all data’ option which allows you to download reports.
1. Log into your “Handdy Accounts” account.
2. Go to Enter Income. Scroll down
3. “Your recent entries” section will have your entries
4. Check ‘Edit’ as seen below
5. The Edit Your Income window appears. Modify the details and click Save.
Note
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