Coconut

Search to check to see if a client has paid you or if you've paid an invoice to a supplier

How to Search for a Transaction

Keeping track of income and outgoings that aren't yet recorded in your Coconut app

How to Manually Record Transactions

Learn how to properly record your cash expense transactions in Coconut

Recording Cash Expenses

Split an expense that is both Business and Personal to keep your allowable expenses up to date and accurate

How to Split a Transaction

A monthly overview of your income, expenses and profit

How the Monthly Overview Works

Add CIS deduction to a relevant transation

How to Add a CIS Deduction to a Transaction

If you receive property income through a letting agent, this will help you account for their fee correctly.

Managing Letting Agent Fees Deducted from Rental Income

Recording Reimbursements in Coconut

Learn how to create manual adjustments for expenses that may have occurred before you started trading or before your business incorporation.

Managing Pre-trading or Pre-incorporation Expenses

Why is my transaction marked 'transaction locked'

In this article we will show you how to bulk hide transactions before or on and after a specific date

Hiding bank transactions (before and after)

Managing Your Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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