On the open demo changes are switched off, so these steps need your own trial copy of the seeded demo company.
- On Help → Try it in five minutes, download receipt 1, receipt 2, receipt 3 and the bank statement.
- On Expenses, press Record an expense; on Record an expense, press Choose a file and select the first receipt, then Read details from this receipt. Check the proposed supplier, date and amounts, choose Motor & travel, and press Save expense to confirm. Repeat for receipts 2 and 3, choosing Office supplies & postage. The first two expenses match the seeded bank payments immediately; the third is a small cash purchase. If receipt reading is disabled, use Choose a file and type the supplier, date and total paid from each receipt. Choose 0% under VAT rate, choose the same category and press Save expense.
- On Banking, press Import a statement; on Import a statement, choose the existing bank account, select the CSV in Statement file, and press Import statement. Four new lines appear, including the £1,320 Brightwater Studios payment proposed as Sales income; this turnover proposal still needs your confirmation.
- Under Money in, open Invoices and then the unpaid Brightwater Studios invoice; on its detail page, press Allocate under Suggested payments and accept the confirmation to settle it in full.
- On Banking, open the bank account and press Confirm on the Brightwater Studios income line. Open Tax, then VAT return, choose the open quarter, press Show and watch Box 1 rise by £204.60 (£1,320 × 15.5%).
- Afterwards, check the open quarter's figures under Tax, then VAT return; under Money in, open Invoices and then the Brightwater Studios invoice to see its payment; and on Expenses open the Northern Rail Services and Tern Printworks expenses to inspect their bank matches.
