Tax Forecast
CalCal gives you a few estimates of your tax position
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Dashboard
Your dashboard lets you see important info at a glance. You can also link to various parts of the app from here.
Assets
Capital Allowances are an invention by the tax man that let you buy a big asset – a machine, a car, furniture, or a tool – and claim relief on your tax bill for it. Many things like tools let you claim the whole amount back against your tax bill, under what’s called the Anuual…
Journal Entries / Transfers
The journal entries page lets you record when you transfer money from one account to another, like when you put your cash in the bank*. There are a few special destinations built into your accounts, depending on whether you’re a sole trader or limited company. You will be able to transfer money into and out…
Daily Entries – Your one-stop shop
We’ve designed the Daily Entries screen to be your main port of call when adding transactions in CalCal (well, unless you’re using our super-lazy Bank Import feature!) Yes, it’s a CALendar and a CALculator. The calendar will usually return to the date of the last entry you put in CalCal. That’s because we know many…
Budgets and Targets
Buried in the settings screen (Business Details -> Settings tab) is a box that lists your expense types and income types. Did you know you can set targets for your sales types and budgets for your expense categories? When you do, these targets will be shown in your Profit and Loss report. You can see…
Things to Avoid
Don’t make a customer called “Sales” or “Takings from minicab 1”, etc. A customer should be a real person or company – someone who can owe you money. To separate out income types, revenue streams, or sources, go to Business Details -> Settings -> Edit Expense and Income Types. The “Transaction Categories and Budgets” box…
Invoices
With CalCal you can send invoices to your customers.
Create and Send an Invoice
To make a new invoice, go to Customers. Then Click +New invoice at the top. There’s no need to create the customer first. You’ll be prompted to select which customer your invoice is going to – if this is a new customer, just type in the name of the customer. Once the new invoice opens,…
App Layout
The web app is laid out so you can get to everything you need as simply as possible.