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Add a new business

1Add a new Business

Adding a new business is simple. Open “My Portfolio Page” from the company drop-down. menu at the right corner and click on “Add New Business” button

how to add new business

2Add company details

A new Business Details screen will open. Fill in the details by providing the name of your company, organization type as well as select the subscription plan from the drop-down menu. Tap “Next” to continue.

how to add new business

3Company Location

Provide required details about your business location and the currency you are going to operate in. Tap “Next” to continue.

how to add new business

4Select Financial Reporting Period

Provide necessary business inception dates as well as fill in the start and end date of the span of time you want to use this software. Tap “Next” to continue.

how to add new business

5GST Registration

Give details if your company is a registered GST enterprise. If it is not registered, click “No/don’t know” to continue further. If it is a registered company, click “Yes” and provide all the required details of the registration date, number etc. Tap “Next” to continue.

how to add new business

If your business is GST registered then enter GST registration date, GST number, GST return Frequency and select GST Accounting option.

how to add new business

If your business is GST registered then select the GST scheme your business is registered for. If your business is registered for Standard scheme then select Standard else select standard Composition Scheme.

how to add new business

6Nominal Codes

If you are an accountant then you will get an option to select chart of accounts template from the list of predefined templates you have created.

how to add new business

7Bank Account

If you would like to feed in your Bank Details into the software, fill the fields with all your bank details and tap “Done”. If you would like to skip this step, simply click “Skip” to finish your company set-up.

how to add new business

8Final Step

Your company set-up process has ended. You can now “Go to your account” and start using the accounting software.

how to add new business

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