Main Screen

Main Screen for Easy Books

Once you have created a set of business accounts, the main screen is displayed. From here you can view...

* The list of accounts and their current balances,
* Bank statements for the bank accounts,
* Sales invoices you have created for your customers,
* Purchase invoices you have received from suppliers,
* Time Tracker, that you can use to log time worked for your clients (if you bill by time),
* Easy Books Sync, that merges changes from all your devices to keep everything in sync,
* Financial reports (profit and loss, balance sheet and VAT return)
* Business Settings

The sales, purchases and time-tracking icons will not be displayed if your business does not have any customer or supplier accounts set up. You don't need to use customer and supplier accounts if your customers always pay you on the date of sale, and you always pay your suppliers in the same way. You should use the supplier and customer accounts if you receive goods or services from a supplier who you pay later, or if your customers pay your invoices later. If your business is registered for VAT using a cash scheme, Easy Books uses the customer and supplier accounts to adjust the amount of VAT you owe based on whether you have received the money for your sales (and similarly whether you have paid your suppliers).

You can choose to hide some of the features of Easy Books that you won't need. For example, if your business uses a different package to generate the sales invoices for your customers, you might choose to turn off the Customer Invoicing feature completely. This reduces the number of options you see for customer accounts, and removes any associated links to the invoicing feature. Likewise, if you don't plan on using the Time Tracker, you can turn it off as well. To turn features on and off, use the ADD-ONS button shown at the top right of the window.