User guide
How the whole thing works
One page per part of the product, in the order most people meet them. Each covers what you can do with it, how it works in practice, and the limits you will want to know about before you rely on it.
Written by the people who build it.
Start
The first hour, in the order that saves you redoing it.
Sales
Quoting, invoicing and the people you sell to.
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Invoicing and documents
Quotes, invoices, credit notes and purchase documents in one place, each one posted to your books the moment you finalize it.
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Customers and suppliers
One record per company, holding every address, contact, price agreement and document you have exchanged with them.
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Products and your catalog
One catalog behind every quote, invoice, purchase order and stock movement, priced and categorized once instead of retyped each time.
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Price lists and agreed prices
Give a customer the price you agreed with them, on every document, without anybody remembering the deal or keeping a second catalog.
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Product groups, bundles and kits
Sell several products as one thing - a fitting kit, a service bundle, a starter pack - and decide whether the customer sees the parts or the price.
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Designing your documents
Build the invoice your customer actually receives - blocks where you want them, your logo, your fonts, a watermark - and have every document type inherit it.
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Leads and the sales pipeline
Somebody who might buy, before they are a customer - captured from your website, worked through stages, and forecast at what the deal is really worth.
Needs the CRM Pipeline app
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Workflows and reminders
Follow-ups that happen on their own - payment reminders, quote chasers, welcome emails, tasks when a deal goes quiet - and stop once they're not needed.
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Contact history and mailings
Every call, meeting and message logged against the company it concerns, and the mailing lists you send to, with unsubscribes handled properly.
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Your online store
A storefront your trade customers order from, where an order arrives against their account and becomes a real document rather than an email to re-key.
Money
The books underneath it all - accounts, payments, tax, and what you read off them.
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Accounting and bookkeeping
Real double-entry accounting underneath everything you do, so the books are written as you work rather than caught up at quarter end.
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VAT and e-invoicing in Europe
VAT on every line, reverse charge on what you buy abroad, Peppol e-invoicing, and the national charts and connectors each country expects.
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Reports and dashboards
What you see when you sign in, and the reports underneath it, built from the same journals your documents write.
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Bills and purchases
Enter what your suppliers bill you, order before you buy, and let the rent and the software subscriptions enter themselves every month.
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Payments and getting paid
Record what arrived against the documents it settles - part payments, one payment across several invoices, and overpayments that stay visible.
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Budgets and cost centers
A department, site or product line you can tag the ledger with, and a budget per year to measure the actual figures against.
Needs the Budgeting app
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Fixed assets and depreciation
Register what you own, depreciate it on a schedule that posts itself, and hand your auditor the year's movement schedule without building it by hand.
Needs the Fixed Assets app
Stock
What you hold, where it is, and what it is worth.
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Stock and warehouses
Know what is on hand at each location, move stock between them, and count it without stopping the business.
Needs the Inventory app
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Goods receipts
Book stock in when it physically arrives, separately from when the supplier's invoice turns up, so the shelf and the system agree on the day.
Needs the Procure-to-Pay app
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Manufacturing
Bills of materials that drive work orders, consuming components and receiving finished goods at what they actually cost to make.
Needs the Manufacturing app
Work
Projects, time and the people doing it.
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Projects and timesheets
Budget the work, track the hours against it, get them approved by the person paying, and turn the approved ones into an invoice without retyping anything.
Needs the Operations app
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Employees, leave and expenses
An employee register built on the people records you already have, with leave balances that add up and expense claims that reach the books.
Needs the Operations app
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Payroll
Contracts to payslips to a balanced journal to the payment, applying the rates you set up. It doesn't know your country's tax, and says so.
Needs the Operations app
Platform
Setting the place up: your company, who gets in, and getting data in and out.
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Setting up your company
The handful of decisions worth ten minutes before you start - currency, fiscal year, numbering and tax treatment - and the settings you can change any time.
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Users, roles and companies
One login, as many companies as you work with, and an independent set of permissions in each - which is what an accountant needs and most systems refuse.
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Signing in and account security
Two-factor authentication, API keys, login history and the password rules you set for your company, plus what happens if you close your account.
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Email and your mailbox
How documents are sent, where a customer's reply goes, and the in-app mailbox that catches the messages a reply-to address would otherwise lose.
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Getting your data in and out
Bring your customers, products and opening figures in from spreadsheets, import bank statements, and take your data out again whenever you want it.
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Connecting other systems
The webshop, the bank feed, the calendar and the e-invoicing network, connected per company and switched off completely when you stop using one.