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Getting started
Start here: Plain in five minutes
Create your account and start your free trial
Sign in, two-step sign-in and resetting your password
Guided setup
Business and accounting settings
Your Today dashboard
Search, quick create and shortcuts
Using Plain on your phone
Moving to Plain from another system
Sales and invoicing
Add and manage customers and suppliers
Create an invoice
Approve and send an invoice
Record a payment from a customer
Follow up overdue invoices
Credit notes and refunds
Quotes
Recurring invoices
Get paid online by card
Coming soon
Bills and purchases
Enter a supplier bill
Upload a bill and let Plain read it
Approve bills
Pay suppliers
Banking
Add a bank account
Import a bank statement
Match bank transactions
Code a bank line to an account
Coming soon
Bank rules
Coming soon
Bank feeds
Coming soon
Reconcile and check your bank balance
VAT (TVA) and VAT return (CA3)
VAT (TVA) codes explained
Cash or accrual
Prepare your VAT return (CA3)
Lodge your VAT return (CA3)
Coming soon
Check VAT (TVA) with the reconciliation report
Payroll
Payroll in France
Coming soon
Reports
Reports: the basics
Profit and loss
Balance sheet
Aged receivables and payables
Export, print and share reports
Approvals and accounting tools
How approvals work
Request approval for an expense or purchase
The Approver role
Manual journals
Lock a period
Chart of accounts
Fixed assets and depreciation
Budgets
Products and services (items)
The audit trail
Cutover check
Team, security and billing
Invite your team, bookkeeper or accountant
Roles and what each can do
Turn on two-step sign-in
Download all your data
How Plain keeps your data safe
Plans and prices
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More than one business
Walkthroughs
Your first 30 minutes
Create and send your first invoice
Import and reconcile your bank
Prepare your first VAT return (CA3)
Help Centre
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Payroll
Payroll
Employees, pay runs, leave, super and Single Touch Payroll.
Payroll in France
Coming soon
When payroll will be available in France.
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