Getting Started

Signing up
It is easy to setup, saving you time and money processing invoices, purchase orders and sales orders, with fewer errors. How to Sign Up Sign up by cli...
Tue, 6 Feb, 2024 at 11:10 AM
Select your accounting system
Selecting modules To choose which modules you wish to use, select the Settings page in the sidebar, then select the Modules tab. Click on the C...
Tue, 6 Feb, 2024 at 11:11 AM
Set your unique email address
Setting up an email address To allow invoices, purchase orders and sales orders to be emailed directly into the system, you need to create a unique email a...
Tue, 6 Feb, 2024 at 11:11 AM
Explore the features
You may find it useful to watch these videos outlining some of the features of our system. Managing the dashboard (video) Importing files (vide...
Tue, 6 Feb, 2024 at 11:12 AM
Switching to a different business
To switch to a different business, click on your name in the top right of the page and select Switch Business. Alternatively, you can click the arrows icon...
Tue, 6 Feb, 2024 at 11:12 AM