Tutorials

Account Management

Monitor your cash flow and stay on top of your account balances.

• Track Account Balances
• Track Loan Balances
• Transfer funds between accounts
• Record Adjustments
• Interest Charges
• Service Charges
• Discrepancies
• Record Deposits
• Upload Deposit Slips

Upload your deposit slips and retrieve them with ease.

Bill Management

Know who you owe and what you've paid.

• Track Bill Balances
• Enter Bills Received
• Record Payments Made
• Send Payment Confirmations
• Upload Invoices Received

Upload the invoices you receive and never lose them again.

Bookkeeping

Manage your books and keep your finances organized.

• Reconcile Accounts
• Assign Ledger Accounts

Learn Bookkeeping with our beginner-friendly interface.

Calendar Management

Keep your team in sync.

• Schedule events for eveyone to see
• Receive daily reminders

Automatically receive daily calendar reminders.

Expense Management

Track your spending and see exactly where your money goes.

• Record how you spend
• Cheque
• Credit Card
• EFT
• Cash
• Save Payee Information
• Contact Details
• Banking Details
• Upload Receipts

Upload and retrieve your receipts with ease.

Organization Admin

Enter your business details and define your management style.

• Accounts
• Bank Accounts
• Cash Accounts
• Credit Cards
• Currencies
• Loans
• Sales Tax
• Manage up to 10 Businesses

Manage multiple businesses from a single point.

Payroll Management

Simplify your payroll and conquer Pay Day.

• Create Staff Profiles
• Manage Pay Periods
• Manage Statutory Deductions
• Automatically calculate deductions
• Track Balances Owing
• Record Remittance Payments
• Generate Remittance Forms effortlessly
• Create custom deductions and allowances
• Enter Timesheets
• Automatically calculate salaries
• Record staff payments
• Generate professional payslips

Calculate Statutory Deductions, automatically.

Recurring Transactions

Schedule your Expenses. Automate your Sales.

• Automatically enter repetitive transactions
• Bills
• Bookings/Standing Orders
• Credit Card Charges
• Invoices

Invoice customers on a schedule, automatically.

Report Center

Get the reports to help grow your business.

• Simple, interactive reports
• Income Report
• Expenditure Report
• Sales Report
• Sales Tax Report
• Profit & Loss Report

Calculate your Sales Tax instantly.

Sales Management

Sell like a professional. Get paid fast.

• Create Item Catalogue
• Save Customer Information
• Professional looking documents
• Bookings
• Invoices
• Quotations
• Receipts
• Send emails with one click
• Upload Signed Invoices

Manage your appointments, orders, and events with Bookings.

Tax Center

Keep your business compliant and stay clear of the Tax Man.

• Generate Remittance Forms
• Social Security
• Medical Benefits
• Education Levy
• Manage Business Compliance Information
• Manage Staff Compliance Information

Generate Remittance Forms with one click.

User Management

Invite users and grow your team.

• Invite users
• Assign permissions
• Control what users can see and access
• Restrict access to confidential information

Grow your team securely.