Getting started

Start with your business and your team.

Set up your workspace, confirm your branch and currency, and invite staff according to their responsibilities.

Your first steps

1. Create your account

Use your real business information and complete the required verification steps.

2. Configure your business

Review your business identity, branch, currency, accounting preferences and relevant tax information.

3. Add authorized employees

Assign appropriate staff roles and branch access before sharing operational work.

4. Set up your catalogue

Add products or services, approved prices and stock information where applicable.

5. Record transactions

Use the applicable sales, purchasing, inventory and Finance modules for your business activities.

6. Review your reports

Reports should reflect actual recorded transactions. If a data source fails, retry it rather than treating missing information as zero.