TB CODER ONLINE HELP CENTRE
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FAQ
Questions and Answers
30
TB Coder
For which countries is TB Coder available?
Is there a free Trial/Evaluation ?
How can I sign up for TB Coder.
How long does it take to set up
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Getting Started with TB Coder
System requirement & Sign up
3
What you'll need
TB Coder system requirements
Sign up for a TB Coder account
Set Up
3
Add a New Client
Importing Chart of Accounts - Accounts Production
Add/Deleting/Editing Users
FINAL TRIAL BALANCE IMPORT
Excel/CSV/Xero/Quickbooks/Freeagent/Kashflow
5
Importing Trial balances from Excel or a CSV
Importing Trial Balance Via XERO
Importing Trial balances from QUICKBOOKS
Importing Trial balances from FREEAGENT
Importing Trial balances from KASHFLOW
WORK AREA
Work Area Features
5
General/System specific Formats
Percentage Coded
Balance Check
Reviewing/Checking codes
Importing Opening balances
Coding Trial Balances
1
Importing Opening Balances
DOWNLOAD AREA
FEATURES
1
Comparing Trial Balances
SET UP MENU
Import/Download/Edit/Delete AP Charts
1
Import/Download/Edit/Delete Account Production Chart
Client list/Charts
3
Add a New Client
View/Edit/Delete/Download Client Maps
Import /Create Client Mapping files
SETTINGS
Profile,Add user,Upload logo,Renew subscription
4
Profile
Upload Your Firm's Logo
Billing & Subscription
Add/Edit/Delete/Password A New User
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