Administration
Settings, users and roles, approval policy, storage, security, and billing.
Companies
Legal entities inside a client: currency, parent, and which company a bank account or journal belongs to.
How-toFirm staff, Bookkeepers, Business owners
Provider connections
QuickBooks, Xero, and other connections: what they read, what they write, and how a stale connection shows up as drift.
How-toFirm staff, Bookkeepers
Company onboarding
The first-run path for a company: chart, opening balances, banks, and people, in an order that avoids rework.
How-toFirm staff, Bookkeepers
Products & Services
Items used on invoices and bills: the name, the income or expense account, and whether it is sold or purchased.
How-toBookkeepers, Firm staff
Classes & Locations
Dimensions for slicing reports. Prefer a class or location over a new account when the books need another cut, not another bucket.
How-toBookkeepers, Firm staff
Settings: what is where
A map of every settings area, what each one controls, and which ones are worth revisiting periodically rather than setting once.
ReferenceBusiness owners, Bookkeepers, Firm staff
The approval and delegation matrix
Configuring who approves what and at which thresholds, handling delegation and absence, and testing the policy before you depend on it.
How-toBusiness owners, Firm staff
Document storage and retention
Where documents live, attaching them to records, organizing what is not attached, and thinking about retention before you need to.
How-toBookkeepers, Business owners, Firm staff
Security, access, and your data
How access is controlled, what the audit trail proves, the practices that matter most on your side, and what happens to your data if you leave.
ReferenceBusiness owners, Firm staff, Portal clients