Home, Show All, Reports and Reminders.

Account settings (top right) contain lesser used items.

Home

Home shows you a breakdown of your expenses organised into functional areas

Office , Telecoms, Professional, Training, Transport and Other

These areas let you keep tabs on where your spending is going as well as giving you meaningful subtotals and Barristertax knows which items are VAT liable, which ones are one offs and which ones might be monthly, weekly or annual expenses.

You get a set of totals for each area

Clicking on an area title takes you to a report of your items from that area. Clicking on the drop down menu on an area title lets you add an item in the appropriate category

Office covers chambers expenses, home or other office expenses, stationery, software printing and computer equipment

Telecoms is for phone, fax and mobiles

Transport covers bus, train, taxi tube or air fares. Season tickets and oyster cards, parking, meals and hotels.

Professional contains everything related to a barristers expenses, court dress, literature and textbooks, practicing certificate, professional members fees etc.

Trainingcovers your accredited and non-accredited CPD points for the year. You will get an automatic reminder at the start of December about your CPD points requirements

Other comes with categories for staff, bank interest other non-vat subject items.

You can add or delete categories as you like. You can also hide any of these areas from your home page in the preferences area if you don’t use them.

Show all

Show all shows you all your items in a grid and lets you add new ones.

Items are sorted by area. You can click on the item name to edit it, or delete it if you have made a mistake. If you come to the items page via a subheading you will see only those items from that heading.

Reports

Reports lets you download your expenses or CPD records as an excel or word file

Barristertax knows the start and end dates of the tax year so expenses are automatically put into the correct tax year according to the date you use when entering them.

Reminders

Reminders controls your reminders. By default you get a weekly and an monthly reminder -(you can turn these on or off in preferences).

Every time you add a recurring item, like a phone bill, season ticket, or utilities bill a reminder is created (you can always delete this). This makes sure you don't forget to keep up with recurring spending. Reminders can be weekly, monthly, quarterly or annual.

You can create a reminder not linked to any item if you like, just click on the New Reminder

Account

The Account menu - top right - contains four items:

Preferences controls various options; your default reminders, the e-mail address you’d like to receive reminders on, which areas to show on the front page and your subscription date.

Purchase Types lets you add, edit or remove types of items as you wish

Vehicles lets you enter your cars or bikes. If you don’t claim mileage by the mile you might be able to claim on your vehicle's cost under capital allowances.

Password lets you change your password. Your password must be 6-15 characters and have at least one number and one capital letter.