Getting started
Company, financial year and first period, then opening balances before anything new is posted.
How onboarding worksHelp centre
Guides for the work you actually do.
Start here for setup and day-to-day questions. Each topic maps to a module that exists in the application, and anything not covered here is one short email away.
- Setup and first-period guidance
- Module-by-module topics
- Filter the list below
Topics
Browse by topic.
Type a word to narrow the list — for example invoice, payroll, tax, backup or user.
Chart of accounts and vouchers
Accounts, groups and voucher types, and how approval rules change what happens when an entry is saved.
Accounting moduleInvoicing and receivables
Quotations through to invoices, applying customer payments, and chasing overdue balances.
Invoicing moduleBanking and reconciliation
Statement import, categorisation rules, suggested matches and clearing a reconciliation period.
Banking detailPurchases and payables
Purchase orders, bills, suppliers, expense claims and the payables aging produced from them.
Purchases detailInventory
Setting an item’s costing method, recording movements, and reading valuation from the cost layers.
Inventory modulePayroll
Employee records, allowances and deductions, running payroll and reviewing the period.
Payroll moduleFixed assets
Adding assets, choosing a depreciation method and reviewing each depreciation run.
Fixed assets moduleReports and statements
Which statement answers which question, and what the comparative and consolidated views include.
Reporting moduleUsers, roles and approvals
Creating users, granting module permissions, requiring two-factor sign-in and setting approvals.
Security detailLicensing and activation
How a licence key activates your deployment, where licence state is shown, and renewal.
Licensing explainedImporting data
What the Excel import accepts (.xlsx and .xls, up to 10 MB) and how to prepare accounts and balances.
Contact salesBackups and restore
Where backup administration lives, what each run records, and the checks worth doing before a restore.
Security detailFirst week
A sensible order for the first week.
Doing these in order avoids the two problems that cause most rework: postings made before the chart of accounts is settled, and opening balances entered twice.
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Company, year and period
Set up the company details, the financial year and the accounting period you are going live in.
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Chart of accounts
Agree the account structure and groups first — the reports inherit their shape from it.
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Opening balances
Bring balances in against the period you are going live in, and reconcile them to your previous system.
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Users and permissions
Create the users, grant each one the module permissions they need, and require two-factor sign-in.
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Bank and documents
Import bank data, then raise invoices and enter purchases in the live system from that point forward.
Next step
See it against your own books.
Tell us how your books are kept today and we will show the modules that match — accounting, invoicing, banking, inventory, payroll, fixed assets and reporting.