Video guides

Here are the pages for your own account: your details, your password and how you sign in.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /user/contact_information/

Contact information holds your name, email and phone.

6. Look at "Contact Information"

You can also choose which emails you get.

7. Go to /user/security/password_change/

Password lets you change your password.

8. Look at "Change Password"

New passwords must be long enough and not too common.

9. Go to /user/security/

Security shows how you confirm it is you when you sign in.

10. Look at "Security"

You can add a passkey, an authenticator app or the phone app as a second step.

11.

Setting those up shows a private code, so we do not do it in a video.

12. Go to /referrer/

The referral programme lets you earn by recommending BizHub365.

13. Look at "Join the referral programme"

Join from here. Nothing is submitted in this video.

This video does not change any of your details.

The voiceover for this walkthrough is computer-generated.

Here is how to connect a bank, and how to teach BizHub365 to sort lines for you.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/banking/matching-rules/

Auto-sort rules say how to sort lines that look the same each time.

6. Look at "Matching Rules"

Each rule matches words in the bank line and picks the account to use.

7. Go to /finance/banking/matching-rules/create/

To add a rule, say what to look for and where to post it.

8. Look at "Create Matching Rule"

A rule shows what it would do before you save it. We do not save anything.

9. Go to /finance/banking/open-banking/

Connect your bank is the open banking page.

10. Look at "Page Not Found"

It explains what you share, and for how long, before you connect.

11.

We stop here. Connecting a bank sends you to your bank to say yes, so we do not do it in this video.

12. Go to /finance/banking/open-banking/connections/

Bank connections shows each connection and when it was last updated.

13. Look at "Page Not Found"

You can disconnect from here at any time.

Connecting a bank is your choice, and you can disconnect at any time. We do not connect one here.

The voiceover for this walkthrough is computer-generated.

Here is how bank statements get into BizHub365, and how each line is sorted.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/banking/import-and-history/#upload

Open Upload a statement from the Bank menu.

6. Look at "Upload Bank Statements"

Upload a CSV, OFX or QIF file from your bank. Lines you have already imported are skipped.

7. Look at "Import History 0 active for this business 0 pending No statement imports yet."

Import history keeps a record of every upload.

8. Go to /finance/banking/transactions/

Transactions to sort lists the bank lines waiting for you.

9. Look at "Transactions to sort"

Each line suggests the invoice, bill or account it belongs to.

10.

Buttons such as Auto-sort first show what will be posted and where. Nothing is posted until you confirm.

Nothing is posted until you confirm it. This video does not post anything.

The voiceover for this walkthrough is computer-generated.

Here is how the booking diary works, and how to set up what customers can book.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /crm/bookings-manager/

Open the diary from the Bookings menu.

6. Look at "Bookings"

Bookings appear in a diary, and customers can book themselves online.

7. Look at "Create New Booking"

New booking adds one by hand.

8. Click "More"

Booking settings are in the same menu.

9. Click "Booking settings"

Open Booking settings.

10. Look at "Booking Settings"

Choose what customers can book and how it is offered.

11.

Opening hours and holidays, which control when people can book, are under Settings.

Customers book from your own booking page. Nothing is booked or sent from this video.

The voiceover for this walkthrough is computer-generated.

Here is where you set up the business, its tax details and how your documents look.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

6. Look at "Settings"

Settings is grouped: your business, people and billing, connections and data, and security and records.

7. Click "Business and tax setup"

Business and tax setup holds your name, address and tax details.

8. Look at "Business Settings"

Names, addresses, registration numbers and VAT details are kept here.

9. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

10. Click "Invoice look"

Invoice look is where you style your documents.

11. Look at "Template Editor"

Choose your logo, colours and wording, and preview the result.

12. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

13. Click "Custom fields"

Custom fields add your own boxes to documents.

14. Look at "Custom Fields"

For example a purchase order number.

15. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

16. Click "Opening hours"

Opening hours control when customers can book.

17. Look at "Business Operating Hours"

Set your hours for each day.

18. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

19. Click "Holidays"

Holidays closes the diary on days you are away.

20. Look at "Business Holidays"

Add the days you are closed.

Change settings carefully. This video does not change any.

The voiceover for this walkthrough is computer-generated.

Here is where BizHub365 keeps your company details, shareholders and register, and how it uses Companies House.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

6. Look at "Company register"

Company register is in the Your business section.

7. Click "Company register"

Open Company register.

8. Look at "Company Register"

Directors and shareholders are kept here.

9.

When you set up a business, you can search Companies House by name or number, and BizHub365 fills in the company details for you.

10.

Filing a confirmation statement or accounts with Companies House is always your decision, with your own sign-off. We do not file anything here.

Nothing is sent to Companies House from this video.

The voiceover for this walkthrough is computer-generated.

For a limited company, BizHub365 helps prepare the annual accounts and the company tax return.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /reports/annual-accounts/

Annual accounts are built from the same records as your reports.

6. Look at "Annual Accounts"

A readiness check lists anything to fix before the accounts are ready.

7. Go to /finance/tax/company-tax-return/

The company tax return page prepares the figures for your Corporation Tax return.

8. Look at "Company Tax Return"

You enter or check the figures, and preview the return.

9. Go to /finance/tax/company-tax-return/drafts/

Drafts keeps each version you are working on.

10. Look at "Page Not Found"

A draft is only filed when you press send yourself. We do not do that here.

Nothing is filed with HMRC or Companies House from this video.

The voiceover for this walkthrough is computer-generated.

Credit notes correct an invoice, and recurring invoices repeat on a schedule. Here is where both are.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/credit-notes/

A credit note reduces what a customer owes, for example after a return.

6. Look at "Credit Notes"

Credit notes are listed here with the invoice each one relates to.

7. Go to /finance/recurring-invoices/

Recurring invoices repeat on a schedule, such as monthly.

8. Look at "Recurring Invoices"

Each one shows how often it repeats and when it runs next.

9. Go to /finance/create-recurring-invoice/

To set one up, choose the customer, the lines and the schedule.

10. Look at "Create a Recurring Invoice"

We only look at the form. Nothing is saved.

Recurring invoices can send themselves, so check the settings before you switch one on.

The voiceover for this walkthrough is computer-generated.

Here is how customer records work, including the address lookup.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /crm/customer-manager/

Open Customers from the Money in menu.

6. Look at "Customer Manager"

Your customers are listed here. Open one to see its notes, invoices and bookings.

7. Click "New Customer"

To add a customer, press New Customer.

8. Look at "Company (optional)"

The form asks for the name, contact details and address.

9.

The address field looks up addresses as you type. We type a fictional street so you can see.

10. In "Address Line 1", enter 1 Quayside

Type the first part of the address and suggestions appear.

11.

Choose a suggestion and the rest of the address fills in. We do not save this customer.

12. Go to /crm/customer-tags-manager/

Tags group customers, for example by area or type of work.

13. Look at "Customer Tags"

Your tags are listed here, and you can filter customers by them.

The address lookup saves typing. Nothing is saved from this video.

The voiceover for this walkthrough is computer-generated.

Here is how staff expense claims and business mileage are recorded.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/expense-claims/

Expense claims are what staff or subcontractors ask to be paid back.

6. Look at "Expense Claims"

An administrator reviews each claim.

7. Go to /finance/my-expense-claims/

My expense claims is your own list, if you claim costs yourself.

8. Look at "My Expense Claims"

Your claims and their status.

9. Go to /finance/mileage/

Mileage records business trips and works out the allowance.

10. Look at "Mileage"

Trips are listed with their distance and the amount.

11. Go to /finance/mileage/trips/new/

To add a trip, enter the date, the places and the distance.

12. Look at "Add a trip"

We do not save anything today.

13. Go to /finance/mileage/vehicles/new/

Vehicles are set up once and used for every trip.

14. Look at "Add a vehicle"

Add each vehicle once, then pick it on a trip.

Claims are approved by a person. Nothing is approved or paid from this video.

The voiceover for this walkthrough is computer-generated.

Here is how to record expenses and supplier bills.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/expense-list/

Open Expenses from the Money out menu.

6. Look at "Expenses"

Every expense and bill is listed with its supplier, date, amount and status.

7. Go to /finance/create-expense/

Add an expense or bill opens the form.

8. Look at "Add an expense or bill"

Choose the supplier, the date, the amount, the category and the tax.

9.

You can attach the receipt, and mark it paid. We only look today.

10. Go to /finance/supplier-list/

Suppliers are the people you buy from.

11. Look at "Suppliers"

Each supplier keeps its bills and payments together.

Nothing is saved or paid from this video.

The voiceover for this walkthrough is computer-generated.

Accountants and bookkeepers can use BizHub365 with their clients. Here is how to find your way.

1. Go to /accountants/

The accountant directory lists accountants who work with BizHub365.

2. Look at "Find an Accountant"

Business owners can look here to find an accountant.

3. Go to /referrer/

Anyone can also join the referral programme to share BizHub365.

4. Look at "Earn by referring businesses to BizHub365"

The form asks for a few details. We only look at it today.

Registering is free. Nothing is submitted from this video.

The voiceover for this walkthrough is computer-generated.

If you get stuck, there is a full user guide and a support hub. Here is where they are.

1. Go to /guide/

The user guide is a full handbook, written for business owners.

2. Look at "Run your whole business from one simple system"

Chapters follow the menus, so you can find each feature where you would expect it.

3. Go to /support/

The support hub has common questions and a way to ask for help.

4. Look at "Welcome"

Search the questions first. Many answers are here.

5. Go to /contact/

To talk to the sales team, use the contact page.

6. Look at "Not Found"

Nothing is sent from this video.

The user guide and support hub are free to read, with or without an account.

The voiceover for this walkthrough is computer-generated.

The HMRC Hub is where HMRC connections and your VAT and Income Tax figures live.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Tax"

Open the Tax menu.

6. Click "HMRC Hub"

Choose HMRC Hub.

7. Look at "HMRC Hub"

This page shows whether the business is connected to HMRC, and for which services.

8.

Connecting to HMRC sends you to the government gateway to give permission. We do not do that here.

9. Look at "VAT MTD"

VAT tools prepare your VAT figures from your records.

10. Look at "Income Tax (ITSA)"

Income Tax tools cover property income updates.

11. Look at "Property returns"

Property returns have their own page for UK and foreign property.

12. Go to /finance/hmrc/vat-returns/

VAT returns lists each return BizHub365 has prepared.

13. Look at "VAT Returns"

A return is only sent to HMRC when you check the figures, tick the declaration and press send yourself.

Nothing is connected, filed or sent to HMRC in this video. You always check the figures first.

The voiceover for this walkthrough is computer-generated.

Here is where payment providers connect, and where data from other systems comes in.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

6. Click "Connect & Integrations"

Connect and Integrations lists what you can link.

7. Look at "Connect & Integrations"

Payment providers such as Stripe, SumUp and Square can be linked here.

8.

Each one asks you to sign in with the provider and give permission. We do not do that in this video, and keys are never shown.

9. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

10. Click "Import & Recover"

Import and Recover brings in data from other systems.

11. Look at "Import & Recover Data"

Choose where your data is coming from, and BizHub365 shows how to export it.

12.

An import shows what it will add before it changes anything.

Connecting a provider sends you to their site to give permission. We do not connect any here.

The voiceover for this walkthrough is computer-generated.

Here is where your invoices and quotes live, and how to find any of them.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/invoices/

Open Invoices and quotes from the Money in menu.

6. Look at "Invoices"

Every invoice is listed with its customer, date, total and status.

7. Look at "Status"

Filters narrow the list to unpaid, overdue or paid invoices.

8. Go to /finance/invoices/new/

Create an invoice opens a blank editor.

9. Look at "Create an invoice"

Choose a customer, add lines for products or services, and set the due date.

10.

You can save a draft, preview the document, or send it to the customer by email. We do not do any of those today.

11. Go to /finance/quotes/

Quotes look like invoices, but they are an offer of work and a price, not a request for payment.

12. Look at "Quotes"

Your quotes and their status.

13. Go to /finance/create-quote/

Create a quote with the same editor.

14. Look at "Create a Quote"

Nothing is saved or sent from here today.

15. Go to /finance/money-in/

Money in shows what has been paid against your invoices.

16. Look at "Money in"

Each payment is matched to its invoice.

To send an invoice, you press Send yourself. This video does not send anything.

The voiceover for this walkthrough is computer-generated.

Here is how jobs, projects and time tracking work together.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/jobs/

Jobs track work for a customer from start to finish.

6. Look at "Jobs"

Each job shows its stage, cost and what has been invoiced.

7. Go to /finance/jobs/new/

To start one, give it a name and a customer.

8. Look at "New job"

We do not save anything today.

9. Go to /finance/jobs/cost-rates/

Cost rates say what an hour of each person costs the business.

10. Look at "Cost rates"

They help show whether a job makes money.

11. Go to /finance/jobs/

All jobs lists every job, with its status and customer.

12. Look at "Jobs"

A customer can follow progress through a private link.

13. Go to /finance/my-time/

My time is where you log your own hours against jobs.

14. Look at "My Time"

Hours logged here can be invoiced.

Time you log can go onto an invoice. Nothing is invoiced from this video.

The voiceover for this walkthrough is computer-generated.

BizHub365 has a free checker for Making Tax Digital for Income Tax. Here is what it covers.

1. Go to /making-tax-digital-checker/

Open the checker from the BizHub365 website.

2. Look at "Making Tax Digital for Income Tax checker"

This is the checker's heading.

3. Look at "Check your dates"

You enter your dates and income, and it shows when the rules may apply to you.

4. Look at "The rules in short"

The rules are summarised here in plain English.

5. Look at "What this checker does not cover"

It says clearly what it does not cover.

6. Look at "Where the dates come from"

And where the dates come from, so you can check them yourself.

The checker gives general information, not tax advice. Ask your accountant if you are unsure.

The voiceover for this walkthrough is computer-generated.

Here is where money coming into the business is recorded.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/money-in/

Money in lists income that is not an invoice payment, such as grants or sales.

6. Look at "Money in"

Each line shows the date, the amount and where it was posted.

7. Go to /finance/money-in/takings/

Takings are for daily till or card sales, for shops and cafes.

8. Look at "Takings"

One line per day, with cash and card takings.

9. Go to /finance/money-in/payout-reports/

Payout reports import the CSV from SumUp or Square, so card payouts match your bank.

10. Look at "Payout reports"

Upload a payout report and BizHub365 shows what it will post before you confirm.

Everything here is recorded by you. This video does not add or change anything.

The voiceover for this walkthrough is computer-generated.

Here is where payroll is managed, from employees to pay runs.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "More"

Payroll sits under the More menu when several areas are switched on.

6. Click "Payroll Overview"

Choose Payroll Overview.

7. Look at "Payroll Dashboard"

The payroll overview shows what is due and what needs doing.

8. Go to employees/

Employees keeps each person's details and pay.

9. Look at "Employees"

Each employee has a record with their pay, tax code and leave.

10. Go to timesheets/

Timesheets are hours that employees or managers have logged.

11. Look at "Page Not Found"

Timesheets can feed into a pay run.

12. Go to periods/

Pay runs lists every pay period.

13. Look at "Page Not Found"

Each pay run shows its payslips before anything is final.

14.

Running payroll is always a deliberate step, with your own approval. We do not run one in this video.

This video only looks. It does not run payroll or send anything to HMRC.

The voiceover for this walkthrough is computer-generated.

Payroll sends reports to HMRC after each pay run. Here is where they are kept.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "More"

Payroll sits under the More menu when several areas are switched on.

6. Click "Payroll Overview"

Choose Payroll Overview.

7. Look at "Payroll Dashboard"

Start from the payroll overview.

8. Go to fps/

Full Payment Submissions report what you paid each employee.

9. Look at "Full Payment Submissions (FPS)"

Each one is kept with its status, so you can see what was sent.

10. Go to eps/

Employer Payment Summaries cover things like allowances and months with no pay.

11. Look at "Page Not Found"

They are listed here with their status.

12. Go to hmrc-payments/

HMRC payments tracks what you owe HMRC and what you have paid.

13. Look at "Page Not Found"

You mark a payment as made after you have paid HMRC yourself.

14. Go to settings/

Payroll settings hold your employer details and connection.

15. Look at "Page Not Found"

Government Gateway details are entered here once, and stay private.

16.

We do not show those details in a video.

This video only looks. Nothing is created, sent or paid.

The voiceover for this walkthrough is computer-generated.

Here is how BizHub365 is priced, and how the free trial works.

1. Go to /#pricing

The pricing section is on the home page.

2. Look at "One plan. Everything included."

One plan, with everything included. The current monthly price is shown here.

3. Look at "Start Your Free 14-Day Trial"

The trial button starts the free 14-day trial. We only look at it today and do not press it.

4. Scroll down

Below the price are the questions people ask most before they start.

5. Look at "Common questions before you start"

The questions are in an accordion. Open one to read the answer.

6. Click "Which subscription plan is right for me?"

For example, open this question about what the plan includes.

7. Look at "Accountants, bookkeepers and referral partners join free"

Accountants, bookkeepers and referral partners join free, and have their own sign-up.

8. Go to /contact/

Still unsure? The contact page reaches the sales team.

9. Look at "Contact Sales"

Fill this in and a person replies. Nothing is sent from this video.

You can start the free trial from the home page whenever you are ready.

The voiceover for this walkthrough is computer-generated.

Products are the things you sell. Here is how the price list works.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /products/

Open Products from the Money in menu.

6. Look at "Products"

Each product has a name, a price and a tax rate.

7. Go to /products/create/

To add one, press Create product.

8. Look at "Create Product"

Fill in the name, price and tax rate, then save. We do not save anything today.

Once a product is saved, you can pick it on any invoice or quote.

The voiceover for this walkthrough is computer-generated.

Here is a quick tour of the BizHub365 website, before you create an account.

1.

This is the home page. It says what BizHub365 is for, and what you can try for free.

2. Look at "Keep your books up to date and get your VAT figures and property income figures "

The main heading and the buttons under it: one starts your free trial, one signs you in.

3. Look at "From bank statement to VAT return"

How it works takes you from a bank statement to finished books in three steps.

4. Look at "Your money and your tax in one place"

Features lists what is included: invoices, expenses, bank imports, reports and more.

5. Look at "It runs the rest of your business too"

And it runs the rest of the business too, with customers, bookings and team access.

6. Look at "One plan. Everything included."

Pricing is further down the page. The next video covers it in detail.

7. Go to /about/

The About page explains who makes BizHub365 and what it is for.

8. Look at "About BizHub365"

The page heading.

9. Go to /blog/

The blog has guides and news for small business owners.

10. Look at "Blog"

Posts are listed here, newest first.

11. Go to /accountants/

Accountants and bookkeepers have their own directory.

12. Look at "Find an Accountant"

The directory lists accountants who work with BizHub365 businesses.

13. Go to /making-tax-digital-checker/

There is a free Making Tax Digital for Income Tax checker. It needs no account.

14. Look at "Making Tax Digital for Income Tax checker"

This page helps you check whether and when the rules apply to you.

15. Go to /contact/

And a contact page for questions before you sign up.

16. Look at "Contact Sales"

You can ask the sales team a question here. We will not send anything in this video.

17. Go to /

That is the whole public site. Back to the home page to finish.

That is the public site. Nothing is sent or saved in this video.

The voiceover for this walkthrough is computer-generated.

Here are the reports, the ledger and the journals behind them.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /reports/

Open Reports from the Tax menu.

6. Look at "Reports"

Your reports are listed here, with a section for your accountant.

7. Go to /reports/view/profit-loss/

The profit and loss report shows income and costs over a period.

8. Look at "Profit and Loss"

Click a line to see the entries behind it.

9. Go to /reports/view/balance-sheet/

The balance sheet shows what the business owns and owes on a date.

10. Look at "Balance Sheet"

It balances, because it comes from double entry records.

11. Go to /reports/#for-your-accountant

For your accountant collects what an accountant asks for.

12. Look at "For your accountant"

You can also give your accountant access to the books.

Every report comes from the same records, so the numbers agree.

The voiceover for this walkthrough is computer-generated.

Here is how to get receipts and bills into BizHub365 without typing them in.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/receipt-scans/

Document Capture is where you upload photos and PDFs of receipts and bills.

6. Look at "Document Capture"

You can upload from here, from the phone app, or by email.

7. Go to /finance/pending-scans/

Pending scans lists receipts that have been read and wait for you to check them.

8. Look at "Pending scans"

Nothing is posted until you check it and say so.

9. Go to /finance/money-in/?tab=to_match

The To match tab on Money in lists money received that is not yet linked to an invoice.

10. Look at "Money in"

Match each one to the right invoice.

You always check what was read before it is posted.

The voiceover for this walkthrough is computer-generated.

Here is how to sign in, and what the dashboard shows each day.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Look at "Bright Leaf Consulting Ltd"

This is the dashboard for the demo business. It starts with the business name.

6. Look at "Business overview"

Business overview shows the business details and a summary.

7. Look at "Cash in bank"

Cash in bank, money owed to you, bills to pay and the tax due next, each with a link to dig in.

8. Look at "Needs your attention"

Needs your attention lists what to do next.

9. Look at "Your weekly check"

Your weekly check is a short list of regular jobs.

10. Look at "Tax to set aside"

Tax to set aside is an estimate from your records, to help you plan.

11. Look at "Income and expenses"

Income and expenses charts the last few months.

12. Click "Business overview"

Business overview gives a fuller summary.

13. Look at "Business overview"

A summary of the business in one place.

14. Go to /mybusiness/search/

Search finds customers, invoices and more, from anywhere.

15. Look at "Search"

Type a name or a number in the search box to jump straight there.

16. Click "Create new"

The plus button in the menu bar creates an invoice, quote, customer or expense. We only open the menu.

The dashboard is the best place to start each week.

The voiceover for this walkthrough is computer-generated.

Here is how to create a BizHub365 account, and how to sign in again.

1. Go to /mybusiness/onboarding/

To start, go to the sign-up page. Step one creates your account.

2. Look at "Create your account"

The page asks for your name, email, phone and a password.

3. Look at "Send code"

We check your email with a six digit code before the account is made.

4. Look at "Password (required)"

Choose a strong password. BizHub365 checks it against common weak ones.

5.

After that you set up your business, and you can look up your company by name if it is a limited company.

6. Go to /user/login/

To come back later, sign in here with your email and password.

7. Look at "Email Address (required)"

Sign in with an email address and a password.

8. Look at "Password (required)"

You may be asked for a second step, such as an emailed code, an app, an authenticator or a passkey.

9. Look at "Forgot Password?"

If you forget your password, use this link.

10. Go to /user/password_reset/

Enter your email address and you are emailed a link to choose a new one.

11. Look at "Reset your password"

We always give the same answer, so nobody can use this page to find out who has an account.

That is all there is to it. Nothing is created or sent from this video.

The voiceover for this walkthrough is computer-generated.

Here is how to see your plan, your trial and your billing details.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

6. Click "Subscription"

Subscription shows your plan, your trial and your billing.

7. Look at "Subscription & Billing"

Your plan and the date your next payment is due.

8.

From here an administrator can add a payment method, add or remove the payroll add-on, or cancel. We do not change anything in this video.

9.

Card payments are handled by Stripe, our payment provider.

This video does not change the plan or take any payment.

The voiceover for this walkthrough is computer-generated.

Here are the pages for fixed assets and for Construction Industry Scheme statements.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/fixed-assets/

Fixed assets are bigger purchases that last, such as a van or a laptop.

6. Look at "Fixed Assets"

Each asset is listed with its cost and the date you bought it.

7. Go to /finance/create-fixed-asset/

To record one, add the asset with its cost and date.

8. Look at "Add Fixed Asset"

We do not save anything today.

9. Go to /finance/cis-statements/

CIS statements are for businesses that work with subcontractors in construction.

10. Look at "Bad gateway Error code 502"

Payment and deduction statements are listed here.

These pages are for your own records. Nothing is filed from this video.

The voiceover for this walkthrough is computer-generated.

Here is how BizHub365 helps you plan for tax and close the year.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Go to /finance/tax/

Open Your tax from the Tax menu.

6. Look at "Tax"

It shows the tax deadlines that apply to you, and an estimate of the tax to set aside.

7. Go to /finance/tax/year-end/

The guided year end walks you through closing the books.

8. Look at "Year end 2025-26"

Each step checks something, such as unsorted bank lines or unpaid bills.

9. Go to /finance/tax-settings/

Tax settings choose your tax rates and VAT scheme.

10. Look at "Tax Settings"

Set whether you are VAT registered, and which scheme you use.

The figures are estimates from your records. Your accountant can confirm them.

The voiceover for this walkthrough is computer-generated.

Here is how to manage who can use the business, and how to see what changed.

1.

This is the demo business, with made-up people and figures. First we sign in.

2. Enter your Email Address (required)

3. Enter your Password (required)

4. Click "Log In"

Then press Log In. The password is hidden, as it always is.

5. Click "Settings"

Open Settings with the cog in the menu bar. Every business setting is listed here.

6. Click "Team"

Team lists everyone who can use this business.

7. Look at "User Management"

Each person has a role that controls what they can see and change.

8.

To add someone, you invite them by email and choose their role. We do not send an invitation here.

9. Go to /auditing/logs/

The audit log records important changes, with who made them and when.

10. Look at "Audit Logs"

Each entry says who made the change and when, so you can see how something got to where it is.

Invitations are sent by you. This video does not invite anyone.

The voiceover for this walkthrough is computer-generated.