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 VAT 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 VAT return.

Not yet. Invoices show your business name, VAT registration number 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 OFX, QFX and QIF files from any bank, and CSV files from any bank after you match the columns once. 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 HMRC-recognised bridging software, or your accountant's Making Tax Digital software. Direct lodging is coming.

The VAT 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.

Not yet. Payroll is available in Australia today, and the United Kingdom is planned.

Payroll isn't available in the United Kingdom yet.

Payroll isn't available in the United Kingdom yet.

Payroll isn't available in the United Kingdom yet.

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.