From invoice to payment
Sell two items, apply the agreed discount, then allocate the customer's payment to that invoice.
Read the guide → Learn the workflowSales team Purchasing team Warehouse team Accountant Finance reviewer Owner and company administrator
Start with the task, not the menu.
Short examples for your team. Confirm enabled tools, country settings and access before using them with real records.
Receive, check and return goods
The supplier bills ten boxes but delivers nine. Record what arrived and investigate the difference before settling the bill.
Read the guide →Choose stock you can actually dispatch
Two batches are available. Check the physical label, eligible quantity and expiry before selecting the batch to dispatch.
Read the guide →Review the books before closing
An invoice looks paid, but its receipt was allocated elsewhere. Follow both documents and correct the allocation before closing.
Read the guide →Use explanations as evidence to review
A review case flags an unusual expense. Open the source bill and supporting evidence before deciding what to do.
Read the guide →Set up an ownership register
Two founders hold 60 and 40 shares. Record the legal structure, class and opening allotment before relying on ownership percentages.
Read the guide →Your setup checklist
- Choose the company country, currency, date format and branch structure.
- Review tax identity, document numbering, letterhead spacing and payment details.
- Define staff responsibilities and approval permissions.
- Import a small sample, verify opening balances, then test one full transaction and return.
- Use the in-app Learning Centre for the tools enabled in your account.
Explore every workspace
- Sales & billing
- Purchasing
- Inventory
- Accounting & reports
- AI Accountant
- Ownership & Equity
- CRM
- Point of sale
- Expenses & assets
- Tax & compliance
- Service & maintenance
- Rentals
- Fleet management
- HR, payroll & approvals
- Branches & insights
- Learning center
- Clinics & hospitals
- Medical laboratories
These guides are workflow orientation, not accounting, legal or tax advice. Check statutory requirements with the responsible professional.