Question 1

The Home Office screen overview

Accepted Answer

The Home Office screen is a centralized dashboard.

It is used for both data Input and Output, -  an automated  "Real Time' environment.

Scroll up/down to view all the accounts.
Tap the "Month" label to change months.
Your "Bottom-Line" YTD Net Profit is always displayed at the bottom of the screen as well as the NP for each selected month.

It has two modes of operation:
"Voice Control" - just tap on Sam's image (top left corner of the screen), she can enter your data, send invoices, and run reports, or;
"Self-Drive" - this a semi-automated mode where SpeakEasy will write the accounting entries in the background for changes you make on the surface.
Tap or Press (long tap) on any icon, label or value to explore.

Example;
Swipe down the account list, tap on the "Insurance" account label.
A partly prefilled form will display. Add say, $100 as the value. Tap "Next".
Here you can take a picture of the receipt (optional). Tap "Accept & Return".

The Value entered will now display in the Month column and the YTD column.
You can repeat this entry to keep adding transactions to this same account.

Tap on the month total value displayed.
This will Drill down into the detail of the account. Keep on Drilling to see more detail of each transaction and view any images of receipts taken.

At this time tap on the "$" icon below Sam's image for a Quick Income Report.

Introducing "Drag & Drop" to move transactions. 
Going back to the Home Office screen Press (long tap) on the Insurance monthly Value.     
The cell will turn Green. Tap on a new destination cell where you want the transaction(s) to move to. An interim screen will appear. The following screen displays all the transactions in this cell. Select "All". Then tap "Transfer". SpeakEasy will write all the accounting entries in the ledgers for changes you make on the surface of the Home Office screen. The Home Office screen is always refreshed automatically after every transaction, keeping the information it displays in real time.

To edit an Account name - Press on the Account name.

To record a sale - in most cases tap on one of the top four Sales accounts displayed at the top of the Home Screen. If you have any sales tax compliance requirements these are automated with these four accounts.

Try tapping the other labels displayed on the Home Office screen to explore their functions - like the Financial Year label or tapping the Private label to access a separate personal ledger .

Tap on Sam's image if you prefer the voice control for simplicity of operation.
  
The Home Office screen automates most things required by a tap, press or swipe.
And most importantly displays all the elements of your business and separates your personal dealings from your business dealings.

If you can See it - You can Manage It!

Question 2

How to navigate the main screens of SpeakEasy?

Accepted Answer

SpeakEasy has four main screens; Home Office, Administration, Reports, and the Sales Tax Activity Screen. Think of these four screens as being logically side-by-side. Swipe each screen Left or Right to change between them. Scroll Up/Down on the Home Office screen to view all accounts. Scroll Up/Down on the Sales Tax Activity screen to view all the states.

Question 3

What are the two modes of operation in SpeakEasy?

Accepted Answer

The two modes of operation in SpeakEasy are Voice Control and Self-Drive. In Voice Control mode, users can interact with Sam to perform various functions, including entering financial transactions like recording expenses, entering sales, emailing invoices, and generating financial reports. In Self-Drive mode, most processes are automated, with SpeakEasy handling the accounting entries (the debits and credits) in the background. Users can tap or press on icons, labels, account names, or values to explore functions, such as transferring expense values through a virtual 'drag and drop' method.

Question 4

How to access more accounts on the Home Office screen?

Accepted Answer

To access all the accounts on the Home Office screen scroll up/down the screen.  Locate the 'Account' label.  Below this label, you will find four quick access buttons to scroll through the four main groupings of accounts: I (Income accounts), E (Expense accounts), A (Asset accounts), and L (Liability and Equity accounts).

Question 5

How do I access Quick Financial reports from the Home Office screen?

Accepted Answer

The Home Office screen gives users access to quick Financial reports without leaving the Home Screen.
The following icons display just below Sam's image:

Tap the "$" icon for a quick "Income Statement" - the main performance report.
Tap the "Scales" icon for a quick "Balance Sheet"- the main evaluation report.

Connecting the meaning of both these reports:
Many ask "If that is my profit - where is it?" -  It is in your Balance Sheet.
This report displays the state of your capital. 
Notwithstanding other events - if you increase your profit your balance sheet will strengthen.

Question 6

How to enter expense items

Accepted Answer

There are two methods of recording transactions in SpeakEasy:
Tap on Sam's image and talk to Sam.
Otherwise "Self-Drive" SpeakEasy.

Go to the Home Office screen.

Scroll the screen down through the Expense accounts (or tap the small label "E" under the the label ACCOUNT.) 
Tap on your selected Expense account name.
A partly prefilled form will display.
Enter an amount.
You may wish to change some of the prefilled boxes.
Otherwise tap on "Next".
The following screen offers an option to take a picture of a receipt (or other document/image)  or access your Gallery.
Tap "Accept & Return" - to enter the transaction and return to the Home Office screen.
Tap "Accept & Continue" - to enter the transaction and immediately enter another transaction to the same account.

Note: the default mode of recording expense transactions is "Money Out".
This mode can be changed to "Money In" (for example to record a refund of an expense), or
change the mode to a "Journal Entry" - this mode can be used to change values between accounts. In many cases it may be easier to use the "Drag & Drop" method to move transactions (Press on the cell where the value is to start this process.)

Question 7

How to Personalize Invoices?

Accepted Answer

Go to the Administration screen. Select "Tools & Favorites & Memberships". Select "Setup Favorites". Here you can add your company logo, Greetings, Terms etc.,

Question 8

What is the "Private" label on the Home Office screen?

Accepted Answer

SpeakEasy has dual ledgers. One Business and one for Private use. These are separate ledgers. In accounting systems a "Drawings" account is used to record amounts drawn from the business for the owners benefit. SpeakEasy also has a separate ledger for business owners to track their personal expenditures and automate financial reports on their activities. Enabling users to see and manage their private income and expenditures.

Question 9

How to find transactions

Accepted Answer

Tap the search icon on the Home Office screen. Enter your search details.

Question 10

How can I quickly find accounts on the Home Office screen?

Accepted Answer

Swipe the Home Office screen vertically to view all accounts.
Otherwise, tap on any of the Fast Keys just below the Accounts label.
I - Income accounts
R - Expense accounts
A - Asset accounts
L - Liability and Equity accounts

Question 11

What are the different Sales accounts displayed on the Home Office screen?

Accepted Answer

Although all the sales accounts can be used, the top four sales accounts will also be used to collect sales information for SpeakEasy's automated sales tax activity reporting.
These top four accounts will have this dual purpose.
If you have no sales tax obligations or sales tax obligations in some states but not other states than using these top four accounts is optimal to collect all sales data.
The sales activity will be collected and displayed on the Sales Tax Activity screen in active state order. This screen will auto sort and display all sales tax amounts payable even if the amount is $nil. Note; you maybe required to report even $nil sales activity for compliance requirements in certain states.

Question 12

The Home Office screens displays account totals for monthly totals and YTD totals, how can I investigate these totals?

Accepted Answer

Tap on any of these displayed totals to drill down into the account's history. Keep drilling down to see more details including any captured images.

Question 13

Can I move a transaction?

Accepted Answer

Yes, SpeakEasy has a unique "Drag and Drop" method to move expense transactions.
Press (long tap) on the monthly account that contains that contains the target transaction(s). Tap the new destination account location. A screen will display with options to transfer all or selected transactions for the move. That's it. SpeakEasy will write the journal entries in the background to support the changes you make on the surface.

Question 14

How do I add opening balances?

Accepted Answer

Opening balances can only be added to your capital accounts. These are Asset, Liability and Equity accounts. To add an opening balance to any capital account - Press on your target capital account. A screen will display where you can add the opening balance and also change the account name and download images.

Question 15

How can I change financial years?

Accepted Answer

SpeakEasy has a different ledger system to others. This allows users instant access to six financial years of all data and captured images. Go to the top right hand side of the Home Office screen. Tap on the "Financial Year" label.  Tap on the required financial year and tap on "Go".

FAQ