Bokio is great for small and medium business. You can do your bookkeeping, send and track your invoices, submit your VAT Return and use smart templates to speed up the process.
About Bokio tutorial
The best way to present this software will be if I will take on the role of a real business – so I am running a Training company. I am a Certified H&S trainer that can also perform site accreditations relating to H&S requirements and perform Risk Assessments.
Tutorial Summary
In this tutorial I am covering:
-) Intro and Registration process
-) Checking and amending Settings (including Chart of Accounts)
-) Manage Employees&Directors (incl. Directors Payroll) and record expenses through Expense Claims
-) Add Suppliers and record Purchases (like – Bills/Supplier invoices)
-) Add Customers, create Items list and issue Estimates, Sales Invoices, Credit Notes as well as set up Recurring Invoices
-) Post (record) Journals, add Fixed Assets, record annual Depreciation and review Year-End Process
-) Upload Bank Statements and Reconcile Bank
-) Reports (incl. P&L, Balance Sheet, General Ledger) + sections ‘Uploads’ & ‘Things to do’
More info
You can check this software here – https://www.bokio.co.uk
If you have any questions or need further advice, feel free to reach out to me via email: ritakrekovska@gmail.com
By Rita Krekovska ACMA, CGMA
Rita is Chartered Management Accountant and online influencer known as Digital Accountant.