accounting
How to Create an Invoice
Send a professional payment request to your customer in under a minute.
How to Record an Invoice Payment
Mark an invoice as paid and keep your accounts receivable up to date.
How to Send an Invoice by Email
Email an invoice directly to your customer from Relentify.
How to Create a Quote
Send a price estimate to a customer before converting it to an invoice.
How to Convert a Quote to an Invoice
Turn an accepted quote into an invoice instantly.
How to Create a Bill
Record a purchase from a supplier and track what you owe.
How to Record a Bill Payment
Mark a supplier bill as paid and keep your accounts payable current.
How to Reconcile Bank Transactions
Match your bank feed transactions to invoices, bills, and expenses.
How to Add a Customer
Add a customer so you can create invoices and quotes for them.
How to Add a Supplier
Add a supplier so you can record bills and expenses from them.
How to Log an Expense
Record a business expense so it appears in your accounts and can be approved or reimbursed.
How to Approve an Expense
Review and approve a pending expense submission from your team.
How to Issue a Credit Note
Credit a customer for a returned item or billing error.
How to Read the Profit & Loss Report
Understand your income, expenses, and net profit over any period.
How to Read the Balance Sheet
See your assets, liabilities, and equity at any point in time.
How to Run a Trial Balance
List all account balances and verify your books are in balance.
How to Calculate a VAT Return
Generate your nine-box VAT return for HMRC submission.
How to Import Opening Balances
Set up your starting account balances when migrating from another system.
How to Invite a Team Member
Give a colleague access to your Relentify account with a specific role.
How to Update Company Settings
Update your company name, registered address, VAT number, financial year, and bank details for remittances.
How to Update a Customer
Edit customer details or deactivate a customer you no longer trade with.
How to Update a Supplier
Edit supplier details or deactivate a supplier you no longer buy from.
How to Void an Invoice
Cancel an invoice that was sent in error and automatically reverse the accounting entries.
How to Void a Credit Note
Cancel a credit note that was issued in error and automatically reverse the accounting entries.
How to Attach Receipts and Files
Upload receipts, PDFs, and images to bills, expenses, and bank transactions for easy reference.
How to Create a Journal Entry
Post a manual double-entry journal to correct accounts or record transactions not captured elsewhere.
How to Add Comments to Transactions
Leave comments on invoices, bills, and expenses to keep a clear activity thread for your team.
How to Log a Mileage Claim
Record business mileage with from/to locations and get reimbursed at the correct rate.
How to configure expense approval settings
Control whether expenses require approval before they are recorded
How to create a purchase order
Raise a purchase order to formally request goods or services from a supplier
How to submit a purchase order for approval
Send a draft purchase order to the assigned approver for sign-off
How to approve or reject a purchase order
Review submitted purchase orders and approve or reject them before goods are ordered
How to configure purchase order settings
Enable the PO approval workflow and assign approvers for your team
How to create a project
Set up a project to track costs and spending against a specific job or initiative
How to assign costs to a project
Link bills and expenses to a project so you can track total project spending
How to View Your Chart of Accounts
See every nominal account in your business, organised by type and code range.
How to Create a Custom Account
Add a new nominal account to your chart of accounts for more detailed tracking.
How to Deactivate an Account
Remove an account you no longer need from active use without losing its history.
How to Connect Your Bank Account
Securely link your bank via open banking to import transactions automatically.
How to Sync and Categorise Bank Transactions
Pull the latest transactions from your bank and match them to invoices, bills, and expenses.
How to View Aged Receivables
See which invoices are outstanding and how overdue they are so you can chase payments.
How to View Aged Payables
See what you owe your suppliers and how overdue each bill is so you can manage cash flow.
How to View the General Ledger
View full transaction history per account with date and source filters.
How to View the Cash Flow Statement
See where your cash came from and where it went across operating, investing, and financing activities.
How to Use the KPI Dashboard
View key business metrics including revenue, expenses, profit margin, and cash position at a glance.
How to Use the Financial Health Score
Understand your bookkeeping health score and the four checks that drive it.
How to Build a Custom Report
Create a tailored report with your own date ranges, columns, drill-downs, and CSV export.
How to Manage Multiple Organisations
Create and switch between separate organisations, each with its own accounts, transactions, and reports.
How to Invite Your Accountant
Give your accountant read-only access to your books without needing a paid subscription.
How to Lock a Period
Prevent anyone from posting transactions into closed months to protect your finalised accounts.
How to View the Audit Log
See a complete record of who changed what and when across your organisation.
How to View Scheduled Background Jobs
See which automated background tasks are scheduled, when they last ran, and whether they succeeded.
How to Use the Diagnostics Page
Check the health of your account connections, background jobs, and system integrations in one place.
How Automatic Payment Reminders Work
Enable automatic email reminders that chase customers before and after their invoice due date.