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Summary
Spend by month
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Month-end pack
Close off a month: check the totals, then send the sheet and the original receipts to your accountant in one go.
Year-end: Form 11
When the year is done, Vatly lays your expenses out to match the Extracts from Accounts panel of Form 11. Add your income and it works out your profit figure.
For sole traders and the self-employed filing on ROS. Hand the sheet to your accountant, or copy the figures across yourself.
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Year-end
Your Form 11 figures live under Summary. Income you type in there is saved per year, so you can come back to it.
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Deletes your account, every receipt and every file. Your subscription is cancelled. This can’t be undone.