New starter setup

I have set-up the bank accounts and connected with the UK Banks.

  1. however, what is the next step?
  2. How to download statements…
  3. The annual date is 1 Sept 2020 for all accounts. How do I config to get and use the statement data
  4. How to work with purchase receipts

sorry for so many questions, but need to complete by Wednesday 17th

a good start is to read the knowledge base “Getting Started”

You can get some more info here:

And if you get stuck you are welcome to come back to the forum and ask a specific question.

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