Guides for the tasks that matter
Written for the person doing the work, in the order the work happens — set up the company, post the month, close it, then file.
Setting up
Company profile, financial year end, chart of accounts, opening balances and inviting staff with the right permissions.
Sales and purchases
Invoices, quotations, delivery notes, supplier bills, purchase orders and how payments are allocated.
Ledger and journals
Manual journals, the general ledger, trial balance, and how each module posts into the chart of accounts.
Payroll
Employee records, running payroll, statutory contribution tables, payslips and posting the payroll to the ledger.
Reporting
Profit and loss, balance sheet, cash flow, ageing reports and building saved custom reports.
Account and security
Team members, roles and per-user permissions, two-factor sign-in, and reading the audit log.