AllDone

Nothing is ever rejected for being unfamiliar. A new layout goes to the confirm card; a file identified as something else tells you which slot it belongs in.

A file was not recognised or landed in the wrong slot

No. The calls are guided, never a block. Switch any of them off firm-wide, per client or per job, and the queries stay on the job as your own parked…

Do we have to use the client calls?

No. Upload the HMRC statement of account instead, as a download or a screenshot, and AllDone ties the ledger position to HMRC's own record.

Does AllDone connect to HMRC to check VAT and PAYE balances?

No. AllDone produces the file, the accounts content and the tax computation, and hands you the exports; the keying and the submission stay in your own filing software.

Does AllDone file with Companies House or HMRC?

Yes. CIS suffered and CIS deducted are reconciled from the ledger, tied to the statements and returns you upload, and the deduction rate is tested per party.

Does AllDone handle CIS?

Yes. Every adjustment carries its narration, the evidence behind it and the decision you recorded, and all three follow it into the working papers and the review.

Does AllDone record why an adjustment was made?

Yes. A choice that went against AllDone's recommendation is badged on the reviewer's screen and listed in the review document, with the reason given.

If the preparer ignores a recommendation, does the reviewer see it?

The entertaining tests read the lines inside entertainment-named accounts. Entertaining posted to an unrelated cost code is not found by those tests, and AllDone says so.

Will AllDone find entertaining hidden in another cost code?

A card names the line, both figures and the difference, and offers three answers: move a named account, accept the difference with a reason, or ask the client.

The figures do not agree to last year

All three are supported. Set the engagement year and the prior period end on the details screen, and the period length, deadlines and first-year tests follow.

First-year accounts, short and long periods

It does not work from the balance. It reads every transaction line in the general ledger, which is why the general ledger is a required file.

How does AllDone know what is in a control account from a trial balance?

It is almost always your role. Each role can do a defined set of things, the screens hide the rest, and a partner can change your role in Settings.

I cannot see a button or I get "not allowed"

Five files: the trial balance, the general ledger, the profit and loss, the balance sheet and last year's signed accounts. On a first-year job, four.

What is the minimum I have to upload for a clean job?

A tab left open while AllDone was updated can hit a missing piece of the old version. AllDone reloads once on its own, and otherwise shows a Reload button.

The page went blank after a release

You record the bookkeeping quality you agreed with the client; AllDone scores what actually arrived, says exactly why it is lower, and gives you the pushback tools.

How does AllDone help with scope creep?

One firm account holds as many users and as many clients as you need. Separate firm accounts are genuinely separate, with a separate sign-in for each.

We have several offices or trading entities: one account or several?

Yes, and the card offers it. Where the ledger evidences the split AllDone applies it; where it is your judgement you state the split in the note and post it…

Can I split an expense that is part allowable and part not?

Runs happen away from your browser, so you can leave the page. The banner says whether it is queued or running, and the screen updates itself when it lands.

A step is taking a while to run

It builds the position the control account should be in at the year end, tests the explanations that fit, and reports the closest one with the residual graded.

How does AllDone reconcile VAT when the trial balance never matches the return?

Any package whose reports you can export. Xero, QuickBooks Online and Sage layouts are read directly; anything else is read and shown to you to confirm once.

Which bookkeeping software does AllDone work with?

AllDone works from exports on purpose: one process for every client whatever their software, and nothing leaves the client's ledger except the reports you choose to send.

Why is there no direct Xero or QuickBooks connection?

No. The client's bookkeeping stays where it is. AllDone starts from the exports and does the year-end accounts and corporation tax work that follows them.

Will AllDone replace Xero or QuickBooks?

On a narrow window the Completion stage shows the accounts behind an "Open the accounts" button instead of beside the review; zoom the browser out to see both at once.

Small screens, zoom, and the side-by-side Completion view

A file still open in Excel or another program cannot be sent by the browser; close it and drop it again. A genuine network drop is retried twice before it…

An upload says the connection dropped, or that the browser could not read the file

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