Guided help in an accounting software assists users through by:
- Highlighting controls
- Step by step instructions
- Additional help boxes
- Grasping errors
There are tour guides and help boxes built into accounting software. When accounting software is designed for small business owners, it is built with the aim of simplicity. New users can also operate accounting software with ease. The software is made simpler by incorporating built-in help boxes. Small business owners can use the accounting and bookkeeping software themselves.
Accounting and bookkeeping software must have the following controls built-in:
- Income and Expense
- Financial statements
- Cash flow statements
- Balance sheets
- Fixed assets
- Taxation matters
- Inventory management
- Sales management
- Customer management
Special guided help boxes in accounting software
Guided help box to avoid error in entries
There are special features to eliminate typing errors when accounting and bookkeeping in small businesses.
Now, the basic accounting software also comes with some special built-in features. If there is any difference in financial statements, the software will highlight the error. Small dialogue boxes are opened to guide where the error can exist. If one is not able to understand, then they can access help boxes built into the software. You can get instructions using that ‘help’ feature. If the balance sheet does not match with cash flow statements or financial statements, a guide box opens to recheck entries. Such features reduce the chance of typographic errors.
If the business product is going out of stock, a special help box will keep giving you reminders until you get a fresh stock and enter the data into the software.
In some software, the near ending stock will be highlighted to inform users to plan for their next purchase.
When you are doing a business of finished products or raw materials, everything has an expiration date. A standard rule is to follow the principle of ‘first in, first out.’
But accounting software also collects expiration dates and give intimation of soon to be expired batches.
Help in budget making
When making a budget using small business accounting software, the built-in features will help throughout the budgeting process. If expected expenses are exceeding the percentage reserved for special operations, it will be highlighted. A help box can guide you to manage expenses and income, according to the budget percentage. If the income is low and expenses are high, the guided help will lead you to make expenses accordingly.
Guided help boxes in small business accounting and bookkeeping also aid in tax matters. Income tax statements can be prepared. Value-added tax can be deducted. A final picture of your taxation matter is made transparent using helpful features of accounting software.
Last date intimations
Using software aids you in remembering last dates to pay taxes and make other payments. Small window boxes act as reminders, or highlighted controls will be present in accounting software to aid in the process of making payments and paying other liabilities.
If the current expenses are going higher than expected in any business operation, the guided help boxes will lead you to the point where you can check the exceeding expense record.
The above features are provided in software for small business accounting and bookkeeping. The same features and guided help boxes are also available in cloud-based accounting systems. Accounting can be done online, and the cloud-based accounting systems provide the same help and guided boxes. You can access your accounting data from anywhere in the world.
Guided help boxes act as a useful guide for performing basic accounting functions by the users. In small business accounting software, these help boxes assist new users in performing accounting and bookkeeping tasks themselves. Accounting and bookkeeping are made easy and less time-consuming.About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.