Frequently asked questions

No. The trial is free for 14 days. You only add a card when you choose a paid plan.

Not after it's created, because the country sets your GST codes and accounts. Create a new business with the right country in Settings → + Add business.

Plain runs in your browser on any computer, tablet or phone. On a phone, add it to your home screen for one-tap access. See Using Plain on your phone.

Yes. Choose English, Nederlands, Deutsch, Français or Italiano from the language menu at the top of any screen.

Email support@plainaccounts.com. Include your business name and what you were doing.

Not once it's approved, because it's in your accounts. Create a credit note for the difference, or credit it in full and send a new one. See Credit notes and refunds.

Drafts aren't in your accounts until they're approved. Approve it, and it appears in reports and your BAS.

Not yet. Invoices show your business name, ABN and contact details; logo upload is coming.

Card payment links are coming soon. See Get paid online by card.

You can delete a draft. An approved invoice can't be deleted; credit it instead, so the history stays complete.

Bills above your bill approval limit need two approvals from two different people. Ask another approver to approve it.

Enter and approve the bill, then match the payment on your bank line, or record the payment on the bill.

Yes. Enter it as a supplier bill with the shop as the supplier and attach the receipt, or submit it as a staff expense in Approvals.

Plain reads CSV files from CommBank, Westpac, NAB, ANZ, Bendigo, Suncorp and Macquarie, plus OFX, QFX and QIF files from any bank. OFX or QFX is best because it includes each transaction's ID.

No. Plain skips lines it already has.

Usually a statement hasn't been imported yet, or a line is unmatched. Run Reports → Bank reconciliation. See Reconcile and check your bank balance.

Coding a bank line straight to an account is coming soon. Until then, see Code a bank line to an account.

Not yet. Plain prepares and checks the figures; you copy them into ATO Online services for business, or your BAS agent's portal. Direct lodging is coming.

The GST code on each line, unapproved drafts, and the basis (cash or accrual). Use Review source reports in Tax & filings to see every line behind each figure.

Approved documents can't be edited. Credit the invoice and reissue it with the right code.

Yes. Payroll, leave and super are available on the Accounting + Payroll and Complete plans. Lodging Single Touch Payroll from Plain is coming soon.

Check the employee's tax declaration: TFN status, tax-free threshold, residency, Medicare and study loan. Plain uses the ATO's own formulas and rounding. See How Plain calculates pay, tax and super.

Yes. In Edit pay inputs, change their hours or add a bonus. To change PAYG or super, type the amount and give a reason. See Bonuses, commissions and changing PAYG or super.

Plain won't let the person who recorded the review, or someone whose own pay is in the run, approve it while someone else can. Ask the owner or another payroll approver.

Invite them in Settings → People & access with the Accountant role. It's free; they don't need their own plan. See Invite your team.

Yes. Tick extra roles under Also give them when you invite them, or use Change roles. Owner and Admin can't be combined because they include everything.

Your workspace stays available until the end of your paid period, then pauses. You can still sign in and download all your data. We delete it only if you ask us to.

On Amazon Web Services in Sydney, Australia, with daily backups to a second location.

To change your password, sign out and use Forgot password on the sign-in page. To change the email on your account, email support@plainaccounts.com from your current address.