Personalisation

Personalise ZotaBooks to meet your needs by adding your company, projects, bank accounts and VAT status.  Taking only a short time, you’ll be up and running in less than 10 minutes 

Companies

ZotaBooks lets you set up as many companies as you need, no limits.  Setting up companies incurs NO charges.

For each company add in:

  • registration documents
  • shareholders and shareholding
  • car fuel mileage allowances
  • company logo’s
  • PAYE payment frequency

Projects lets you assign work to internal and external clients, add as many projects as you need.  Projects are made available to all apps in ZotaBooks, nothing else needs to be done. There is NO charges for adding projects.  

For each project:

  • add a project name and description
  • chargeable or non-chargeable projects
  • assign to client
  • add users and assign charging rates (used by timesheet to create invoicing entries)

Add all the bank accounts into ZotaBooks for your company, load the bank statement entries and reconcile to the accounting entries.  

For each bank account:

  • enter bank statement transactions
  • reconcile bank statement entries to GL bank entries

Enter the VAT registration status for your company, and subscribe to HMRC VAT MTD

Enter:

  • company VAT registration number
  • company VAT registration status (not registered, flat rate or standard rate scheme)
  •  subscribe to HMRC VAT MTD
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