Find your everyday tools
A place for every part
of your business.
Explore the modules below. Every preview comes from the current
app, with fictitious names and figures.
IN
Customer & Payments
From invoice to payment.
Create customer invoices, receive payments and see what is
still outstanding.
- Stock-product selection on invoices
- Receive and allocate customer payments
- One-time customer payments and AR reports
PR
Inventory
Know what is on the shelf.
Keep product details, stock quantities, storage bins and
inventory values in view.
- Stock products and storage bins
- Inventory Register
- Physical Inventory Worksheet
RP
Business Reports
Turn records into a clear view.
Check your trial balance, understand your results and follow
the movement of cash.
- Trial Balance, Income Statement and Balance Sheet
- Cash Flow, Cash Book and inventory reports
-
VAT Return and VAT Reconciliation Detail for eligible
T&T businesses
BP
Business Partners
Keep your business contacts together.
Maintain customer and supplier details where your daily
transactions begin.
- Customer records and contact details
- Vendor records and contact details
- Use saved partners in invoices, bills and orders
BL
Vendor & Payments
Stay on top of supplier bills.
Record bills with or without a purchase order, make payments
and review what you owe.
- Invoices with and without purchase orders
- Vendor and one-time payments
- Accounts payable reports
PO
Purchase Orders
Order with a record behind it.
Prepare supplier purchase orders and connect them to goods
receiving and vendor bills.
- Create purchase orders
- Review supplier orders and their status
- Connect orders to receiving and billing
GR
Goods Receipt
Record what actually arrives.
Receive goods against purchase orders and keep their arrival
connected to your inventory.
- Receive goods against purchase orders
- Review goods receipt records
- Goods Receipts Report
BK
Cash and Bank Setup
Give every payment a place.
Set up bank accounts and checkbooks, then keep cash and
petty-cash records organized.
- Bank accounts and checkbooks
- Cash Book
- Petty Cash
JE
General Ledger
Keep the books connected.
Work with your chart of accounts, balanced journal entries and
account activity.
- Chart of Accounts
- Journal Entries
- Account Activity
PJ
Projects
See the story behind each job.
Connect project costs and customer invoices to understand how
each job is progressing.
- Create and manage projects
- Follow project costs and invoiced amounts
- Review project details
FA
Asset Management
Follow your assets through their life.
Record business assets, run depreciation and keep disposals
connected to your books.
- Add assets and asset categories
- Run depreciation and record disposals
- Asset reports by class
DB
Dashboard
Start with the bigger picture.
Open your business dashboard for an overview before moving
into the day’s work.
- Business overview
- A starting point for your daily work
- Access the app’s connected areas
BS
Business Settings
Make the workspace your own.
Set up your business profile, bookkeeping currency and tax
details before posting transactions.
- Business identity and branding
- Bookkeeping currency
- Tax and VAT registration details
HR
Team Access
Bring your people into the workspace.
Invite people by email, with the owner choosing each member’s
module access.
- Email, optional display name, and Staff/Accountant
- Invite people to your business
- Owner-controlled module access
SP
Help Center
Find help while you work.
Browse the app’s support guides when you need the next step
explained.
- In-app Help Center
- Guides to business workflows
- Support contact
ME
My Account
Manage your sign-in details.
Keep your account’s login email up to date from a dedicated
account page.
- View your login email
- Manage login email changes
- Personal account settings