I provide professional services, how can MyBusiness Accounting Software help me?

Set up customer invoices:

Go to: Accounts / Making Money / Set up Customer Invoice.

You can also raise invoices from the left of the Customer Invoices & Credit notes screen, as well as from Quotes or previous invoices. You can use the Diary Chargeable Services for automatic reminders when invoicing.

Analyse your income and expenses:

When running a business knowing exactly what your income and expenses are is vital so our software has been designed in a way that you can analyse your income and expenses by setting up categories to suit your business with the software. You can then generate reports to view exactly what your income and expenses are based on those created categories.

Go to: Accounts / Income and Expense Categories / Add sub-category.


Manage Expenses:

Go to: Accounts / Pay Cash Out.

Describe the payment as for instance, ‘Fuel' or ‘Telephone' and then link it to the category of expense, e.g. ‘Motor', ‘Cost of sales' etc... the figures will then appear in your cashbook and you will be able to run reports by expense category.

Stock Management:

You can manage your stock with ease using any one of our software packages simply go to: Accounts / Stock List / New Item and set up items that you sell. Enter your cost and selling prices and include a minimum reorder level.


Tracking Chargeable Time:

MyBusiness understands that it is sometimes difficult to track chargeable time, this is why when you use the diary within the software to set up an appointment or a task with a customer, you can link it to a chargeable service and software will remind you to invoice for this in the future.

Go to: Accounts / Stock List and Add New Service Item e.g. ‘Reports', ‘Design Time'.

Appointment Bookings:

Within MyBusiness you can set up employees as contacts so that they can have their own colour coded diary entries within the software. This can then be used to schedule appointments, for example; Conference Calls.


If you manage a business that handles projects or jobs based on a specific client you can create a job bag by linking activities and invoices etc... against a project using the MyBusiness software.

Manage your contacts and customers:

In any contact detail page you can create Contact Notes, Reminders for follow up, Tasks, Invoices, and Quotes etc... E.g. set up a reminder to ring customers in the future for anniversaries, next service etc...


Using our MyBusiness Complete Manager package you can set up customer mail shots for marketing or information; these can be customised with your company logo, colour scheme and layout.