Viewing the MyBookkeepingManager Monthly Spreadsheet

Once you have added a month to MyBookkeepingManager, you can view the monthly spreadsheet, and edit or delete existing months.

The spreadsheet gives you a detailed breakdown, on a month-by-month basis, of all of your bookkeeping data. It lists such items as how much corporation tax you owe, the total amount of tax and national insurance you have paid to-date, and the funds available for distribution in the form of dividends to shareholders.

To view a spreadsheet
  1. Click View/Edit Month from the menu bar.
  2. Select a financial year and the spreadsheet columns you want to display.
  3. Select or deselect check boxes to determine the columns to be displayed in the spreadsheet. If, for example, your company is not registered for VAT you may want to hide all the VAT-related columns because they are not relevant to you.
  4. Click the View/Edit Month button.
  5. Use the scroll bars to move around the spreadsheet.
To edit spreadsheet details
  1. Click View/Edit Month from the menu bar.
  2. Select a financial year and click the View/Edit Spreadsheet button.
  3. Click the name of the month you want to edit.
  4. Edit the details for the month and click Save.

For an explanation of the fields when you are editing a month, see Adding a New Month to MyBookkeepingManager.

To delete one or more months from the spreadsheet
  1. Click View/Edit Month from the menu bar.
  2. Select a financial year and click the View/Edit Spreadsheet button.
  3. Select the check box(es) for the month(s) you want to delete.
  4. Click the Delete Selected Month(s) from Database button.
  5. Click the OK button.
  6. In response to the confirmation dialog box, click the Yes button.
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