Draft invoice overview
Draft invoice totals by month
Β£12kΒ£9kΒ£6kΒ£3kΒ£0
ACCOUNTING WORKSPACE
Good morning β³
A clearer view of your accounting practice.
Total clients
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Active companies in your practice
Draft sales invoices
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Draft totals β not recognised revenue
Open tasks
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Across your practice
Tasks completed
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All time
Upcoming deadlines
Stay ahead of your client work
Recent clients
Your practice at a glance
| COMPANY | COMPANY NO. | STATUS | CREATED |
|---|
Client directory
Companies assigned to this accounting practice
| COMPANY | COMPANY NO. | STATUS | CREATED |
|---|
Draft invoice register
Drafts only. Not yet an approved tax or posting engine.
| INVOICE | COMPANY | DATE | TOTAL | STATUS |
|---|
Tasks and deadlines
Assign and track work across your practice
Banking
CSV imports are review-only. No automated matching.
Bookkeeping
Draft journal checks balance debits and credits. Posting is not enabled.
Chart of accounts
| CODE | ACCOUNT | TYPE |
|---|
Draft journals
HMRC Β· MTD
Tax & VAT workspace
MTD VAT filing, CT600 and Self Assessment require separate approved integrations, detailed rules and validation. This build does not calculate or submit returns.
β VAT period data modelβ Audit loggingβ HMRC production approvalβ VAT calculation reviewβ Digital record-keeping validation
PAYE Β· RTI
Payroll operations
Payroll, pensions and HMRC RTI submissions need a dedicated tested calculations engine. This section is intentionally not active yet.
β PAYE & National Insurance engineβ Auto Enrolmentβ HMRC RTI integrationβ Year-end validation
PRIVATE STORAGE
Document vault
Document schema is in place; file upload is held until private storage, malware scanning, retention rules and backup restore tests have been verified.
β Document metadata schemaβ Tenant-scoped modelβ Malware-scanned uploadβ Private downloadsβ Retention and deletion workflow
Practice snapshot
Live operational counts; not statutory financial statements.
Profit & loss, balance sheets, iXBRL and statutory accounts need a verified accounting engine before being used.
Practice profile
Update your practice details and account security
Security centre
Protect your account with a six-digit authenticator code
Enter this key into your authenticator app; then confirm a fresh code. Keep the key confidential.