Support Desk
Short, step-by-step guides to getting invoices extracted, checked and into your accounts package.
Getting started
Signing in with email codes
The 8-digit-code sign-in, changing your sign-in email, joining a team you've been invited to, and code-delivery troubleshooting.
5 min read
Your dashboard
The VAT quarter at a glance, what needs you, what is ready to export, bills by due date, quarter completeness, spend and VAT, activity, and search.
9 min read
Your first extraction
Upload an invoice, read the markers, fix what needs fixing, and save it to History.
8 min read
Understanding your compliance results
The compliance checks explained: statuses, gov.uk citations, the Re-read and Edit field fixes, credit notes, and why non-UK invoices flag.
11 min read
Receipts and simplified VAT invoices
What counts as a receipt, which checks relax and which never do, the £250 simplified-invoice limit, and how receipts appear in History and exports.
12 min read
Fixing extractions: edits, AI fixes and undo
Direct edits, removing a line, the ✦ re-read, the AI Companion drawer, the automatic VAT re-check, the audit trail, and undo.
13 min read
Worked-out figures
What NoticeDesk reads and works out, accepting or rejecting a figure, what the checks judge, History, exports, the evidence pack, and re-reading a line.
12 min read
Working at volume
Batch upload & folder drop
Folder drop, the stats and insights bands, drill-in editing, duplicates, and combined exports. Silver and above.
7 min read
Email invoices straight into NoticeDesk
Create and manage your workspace's email-in address, what happens to each attachment, and how to read the receipt email.
10 min read
History, search & the audit trail
Search and filters, batch groups, the read-only detail, the Evidence record, and the per-invoice timeline.
7 min read
Getting invoices approved
Requesting approval, approving and rejecting with reasons, the History badge and Approval filter, and why edits reset a sign-off. Gold and above.
4 min read
VAT & credit notes
Running a VAT Invoice Check
Period presets, the VAT headlines, registration coverage, credit-note treatment, and the audit pack. Silver and above.
3 min read
How credit notes are handled
The Credit note pill, the 17th compliance check, and how Sage, Xero and the VAT Invoice Check each carry the credit.
2 min read
Exports
Choosing an export format
The five formats compared, the Finance-Ready CSV in detail, and how exports are logged on the timeline.
8 min read
Exporting to Sage 50
Nominal and tax codes, supplier A/C references, credit notes as PC, and the import steps in Sage.
7 min read
Exporting to Xero
Account codes, Xero tax types, credit notes as negative bills, and the import steps in Xero.
7 min read
Exporting bills to QuickBooks® Online
The expense account, QuickBooks' own VAT codes, the in-QuickBooks import steps, why credit notes are left out, and the ≤100-bills recommendation.
8 min read
Getting bills into FreeAgent
A bill-ready sheet, not an import file: the spending category and VAT treatment, keying a bill in, credit notes as negative amounts, and currency.
11 min read
Files & troubleshooting
Supported files & limits
Formats, the 100-page / 20 MB / 14 MB image / 50-file limits, select-time checking, and unreadable-file fixes.
5 min read
When a document defeats extraction
What triggers manual review, retrying it, fixing the raw response by hand, saving a read that failed to store, and keeping the recovered extraction in History.
8 min read
How duplicate invoices are caught
The conservative matching rule, where the ⚠ Duplicate flag appears, and what to do with one.
5 min read
Billing & plans
Your account & team
Team, roles & workspaces
The four roles, inviting people, seat limits, £7 extra seats, and switching workspaces.
8 min read
Two-factor authentication
Setting up an authenticator app, the setup key fallback, what changes day to day, and what to do about a lost device.
2 min read
Cancelling your plan & refunds
The two-click cancel path, what you keep afterwards, and the 14-day refund window on any purchase.
4 min read
Can't find what you need?
Email us and a person will reply, usually within one business day. Include the invoice or export you're working with if you can; it makes the answer faster.