Scribe Accounts: Comprehensive Help Guide for Easy Setup and Navigation

Your step-by-step guide to setting up and navigating Scribe Accounts. Find out how to raise invoices, create reserves, reconcile bank statements, and more

Before you get started with Scribe Accounts, your comprehensive accounting software, we recommend you watching our Scribe Academy On-Demand sessions below.

Scribe Accounts - Kick Off Call

• Introduction to the Scribe support team & how to contact us
• Live training sessions & additional support
• General navigation and setup of your Scribe account: Users, Council Profile, Cost Centres & Codes, Bank Accounts and Restating Prior Year Figures.
• Further information: Descriptions, VAT Types and the CRM.

Scribe Accounts - Data Entry & Bank Reconcilitation

• How to add payments & receipts
• Creating and applying regular payments & regular receipts
• Payments awaiting authorisation & power used to spend
• Managing bank transfers
• Reconciling transactions to the bank statement
• Running a reconciliation report
• Bulk edit & bank edit

Scribe Accounts - Sales Invoices & Purchase Orders

• Raising invoices & purchase orders using
• Adding your council logo & footer text 
• Viewing, printing, downloading and emailing invoices & purchase orders
• Converting invoices to receipts & purchase orders to payments
• Showing invoices & purchase orders as refunded
• Viewing outstanding invoices & purchase orders

Scribe Accounts - Reserves

• How to create reserves
• Linking reserves to cost codes
• Entering a reserve transfer
• Running the reserves report

Scribe Accounts - Reports

• The most commonly used reports in Scribe
• Sharing, downloading & printing reports
• Filtering reports
• Building your own 'Quick view' reports

Scribe Accounts - VAT (Non VAT Registered)

• Understanding VAT types within Scribe and when to use them
• Viewing the VAT Summary Report for your VAT position
• Correctly entering VAT refunds from HMRC
• Running the VAT List
• VAT Form 126 - Entering missing supplier numbers or invoice dates for Form 126

Scribe Accounts - VAT (VAT Registered)

• VAT types within Scribe and when to use them
• Completing your VAT details in your Council Profile
• Viewing the VAT Summary Report for your VAT position
• Correctly entering VAT refunds or payments
• Running the VAT List
• VAT 100
• Making Tax Digital
• Considerations before submitting your VAT return

Alternatively, join one of our LIVE sessions in the Scribe Academy which offers free training for Council Clerks and Councillors. Join our regular session and book your space here