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keyboard: n new · s stop

Clients

    Projects

      Unbilled time

      Invoices

      NumberClientIssuedDueTotalStatus

      Business details

      These appear on every invoice. The name and an address are legally required on a sole trader invoice.

      For the tax estimate

      Use the "Gross for Tax" figure from your payslip — that's your pay after any salary-sacrifice pension, which is what income tax is worked out on. Weekly or monthly gets annualised automatically.

      Emailing timesheets (Apps Script)

      Recurring items

      Monthly licences and fixed retainers. "Raise monthly licences" on the Invoices tab drafts these into invoices, one per client, once per month.

      Books

      Import from Monzo

      Drop a Monzo statement CSV (in your Drive: Monzo Business → GSD Lab → Monthly statement → CSV). It sorts each line into an expense, a drawing, or a skip, suggests the tax category, and never imports the same transaction twice.

      Expenses

      DateSupplierDescriptionCategoryAmountClaim

      Mileage

      DateFromToPurposeMilesRateClaim

      Working from home

      Flat rate by hours worked from home each month: £10 (25–50h), £18 (51–100h), £26 (101h+).

        Drawings

        Money you take out for yourself. Not a business expense, no effect on tax — tracked for cashflow only.

          Reports

          Billing

          Provider costs & markup

          What each service actually costs you per client, per month, and what you charge on top. This is a pricing tool — it doesn't touch the books; your real spend is tracked in Expenses.