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Try it in five minutes

On the open demo changes are switched off, so these steps need your own trial copy of the seeded demo company.

  1. On Help → Try it in five minutes, download receipt 1, receipt 2, receipt 3 and the bank statement.
  2. 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, type the supplier, date and total paid from each receipt, enter zero VAT, choose the same category and press Save expense.
  3. 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.
  4. On Invoices, open the unpaid Brightwater Studios invoice INV-0007; on its detail page, press Allocate under Suggested payments and accept the confirmation to settle it in full.
  5. On Banking, open the bank account and press Confirm on the Brightwater Studios income line. Open VAT return, choose the open July–September 2026 quarter and watch Box 1 rise by £204.60 (£1,320 × 15.5%).
  6. Afterwards, on VAT return check the open quarter's figures; on Invoices open INV-0007 to see its payment, and on Expenses open the Northern Rail Services and Tern Printworks expenses to inspect their bank matches.