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Search for your question or pick a topic. Everything is in plain language, without accounting jargon.
Getting started
Create an account, walk through the setup wizard and fill in your company details.
13 articlesSwitching over
Bring your contacts, invoices and bank transactions across from your old package.
3 articlesQuotes and invoices
Create quotes, invoice, send and send reminders.
8 articlesJobs and planning
Plan work, get work orders signed, log hours and invoice the job.
8 articlesReceipts and purchasing
Scan receipts with your phone and process purchase invoices.
4 articlesBank and payments
Import bank transactions, match payments and payment methods.
3 articlesVAT and accounting
VAT returns, VAT schemes and closing a period.
5 articlesContacts and client portal
Manage customers and suppliers, and what your customer can see.
2 articlesTeam and roles
Invite staff, set permissions and work in nine languages.
7 articlesThe mobile app
The app on your phone, working without signal and what only works on the web.
5 articles
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