Tutorial
Pick the right report, add comparisons and drill down from a total to the document behind it.
A dashboard is only useful if each number would change a decision. Write down the three decisions you make monthly, then pick the reports that inform them, and stop.
A figure against last period or against budget carries more information than the same figure alone. Add the comparison before you add another metric.
Before you trust a tile, click through from the total to the documents behind it once. If the drill-down surprises you, the tile is measuring something other than what you named it.
Set up the chart of accounts, opening balances and fiscal periods, then post your first documents.
Getting started · 12 min readWhat debit and credit actually mean, and how a business event becomes a journal entry.
Accounting Academy · 9 min readInvoice content, tax codes and the records to keep — with the date the guidance was reviewed.
Country guide · 11 min readCreate a workspace, import a chart of accounts and post a document. The ledger underneath is the same one that will carry you at ten times the size.
