This a quick guide to explain how to add manual sales and expenses to your account.
It's super important you make sure to add all of the transactions relating to your business, so that you can capture the total amount of tax you'll have to pay at the end of the year on your Self Assessment return.
You can also check out how to add your bank account to Ember via this article here.
When to add manual sales:
If you received a sales payment relating to your sole trade business into a bank that you don't have connected to Ember.
You have decided to not connect a business or personal account and therefore will need to add all your sales and expenses manually.
When to add manual expenses:
If you paid for an expense relating to your sole trade business from a bank account that you don't have connected to Ember.
As above - You have decided to not connect a business or personal account. into Ember and therefore will need to add all your sales and expenses manually.
Go to the Manual Entries Tab and select "+ add manual entry"
You simply then need to select between sales and expenses. Enter a description, add the amount, select the VAT rate and hit save. You can attach an invoice as well if you wish.
The sales page is very similar. Follow the same above steps and hit save changes when you're done. You can also feel free to update the entry to a different income category by clicking on the line itself.
Remember you can also delete manual entries at any stage during the process by clicking
Delete Manual Entry down the bottom.
Finally you can add extra line items if there are multiple expense types you want to add at once. You can do this by selecting "add extra line item".