Questions & Answers
Q: I couldn't find out how to put other exchanges onto the exchange list and so have uninstalled the program as available options are not relevant for me. Is there a way to include other markets?
A: You can modify the data validation on an Exchange cell to accept any google exchange symbol as an exchange. After adding your row select the Exchange cell in the row and then click Data, Data Validation and in the Criteria cell add the required google exchange code, and then Save. This will allow the added exchange to be selected. You can copy the modified Exchange cell to other rows to use the same criteria.
Q: Wondering if you are going to be offering STP facility with your software?
A: No plans for Single Touch Payroll (STP) sorry.
Q: I would like to learn more. What does the subscription give you? It seems that the valuation is free as it is just a spreadsheet, am I wrong? You provide valuation service, and financial analysis services? Anything else? Do business owners primarily use this? or do advisors as well?
A: Subscription fully enables the analysis software and allows use on multiple devices by the individual licensed email address holder for the 1 year duration of the license. In evaluation mode without a license some valuation inputs are locked. Business Valuation allows individuals or consultants to perform their own business valuation, it is an xlsx file developed with Microsoft Excel and will run on current versions of Microsoft Excel and most other spreadsheet applications. It does not include any macros or visual basic coding. Business Valuation is used by both individual business owners and advisers. Full help and additional detail is available at https://bizpep.com/businessvaluation.html
Q: We have received our first import duty charges for an import. How do i add the full amount of gst we were charged along with other import fees, currently I can only see 10% of the gst charged, i need to have the full amount of gst included for our next quarter bas.
A: You can add a New Tax to set up a required gst charge. To do this click the up arrow after the Expense button, this displays the New Tax button, click New Tax and input details Name and Amount as a percentage. You can then set up a New Account using the new GST % tax. Alternatively break the fees and charges into components ie the bit that is gst related and any non gst components and enter these as individual items.
Q: Do the line items for each month have to be consistently in the same place for each month for the summary to calculate correctly
A: No, line item order does not matter but all Accounts used in the Income or Expense sheets must be exactly as set in the Accounts sheet this is best achieved by selecting the Accounts used in the Income / Expense sheet from the dropdown. If they do not match exactly they can not be paired with the correct Account and this will result in calculation errors.