What would you like to get done?

Find the steps for clients, invoices, stock, settings and the everyday tasks in your workspace.

Keep the next step clear

Choose a task from the guides below. Each guide explains what to check before you start and how to review the result.

Common starting points

Set up your first workflow →Create an invoice →Find unpaid invoices →Add a product or service →

Browse by task

Banking & reconciliation (1)

Reconcile a bank account without losing the audit trail

Compare statement activity with recorded bank transactions, resolve exceptions, and preserve review evidence.

Stock & purchasing (7)

Review supplier bills and accounts payable

Review purchase orders, receipts, supplier bills, matching status, and unpaid balances before payment.

Create, receive, and review a purchase order

Follow a supplier order from commitment through receiving, matching, and landed-cost review.

Print and scan product or batch record tags

Create reusable label templates and use QR or code scans to return to the correct product, batch, or asset record.

Create the right catalog item

Choose the item type before setting up stock, pricing or delivery details.

Use low-stock and out-of-stock indicators

Find physical items needing a replenishment decision. The low-stock indicator compares recorded stock with the minimum level, so both numbers must be maintained.

Find remaining stock with an approaching expiry date

Use expiry attention to focus on dated batches that still have quantity remaining. The list depends on the batch dates recorded in the system.

Allocate additional costs to received stock

Review the allocation between remaining inventory and goods already sold.

Clients & billing (15)

Manage recurring customer billing

Create and maintain customer subscriptions with visible cycles, quantities, next billing dates, and exceptions.

Use the customer portal for self-service billing

Give a customer a secure link to review invoices, quotations, subscriptions, downloads, and leases without a workspace login.

Create the right customer record

Record the customer identity and review possible duplicates before creating another record.

Review a possible duplicate customer

Check the relationship before creating a new customer or merging existing records.

Find clients with outstanding invoices

Use client attention filters to turn a long directory into a manageable follow-up list. A client status and an invoice payment status describe different things.

Prepare a quotation with clear line items

A quotation records the proposed products or services and prices before invoicing. Use specific item descriptions so the client and your team understand the same scope.

Find quotations that need a decision or follow-up

Review quote status and validity separately so that an old proposal does not get treated as a current agreement. Keep the reason for rejection when the customer declines.

Choose the next step for an accepted quotation

Keep the agreed version connected to eligible invoicing, an order or service delivery.

Create and review your first invoice

An accurate invoice starts with the right client, currency, items and due date. Treat creation as a real billing action, then inspect the document before sharing it.

Find unpaid and overdue invoices without mixing the two

Outstanding means a recorded balance remains. Overdue additionally depends on the due date. Use the attention filter to see the invoices that require a closer look.

Record a payment that has already been received

Record payment evidence against an invoice so its remaining balance reflects the money actually received. This form does not collect money from the customer.

Review an invoice PDF before sharing it

A PDF is the customer-facing copy of a saved invoice. Check it for clear identity, line items and totals before delivering it through your normal communication channel.

Check currency and exchange rate before invoicing

The currency displayed on a document and the workspace accounting currency need deliberate review when billing across borders. A three-letter code alone does not validate a commercial agreement.

Record time with the billing agreement in view

Keep dated work, approval and billing eligibility clear.

Review eligible time before billing

Check the agreement, approval and existing invoice links before selecting unbilled work.

Automation & approvals (1)

Set up and test an approval chain

Route sensitive work to the right reviewers without giving every user owner-level access.

Data ownership & continuity (1)

Export workspace data and verify the result

Prepare a workspace export, verify the generated files, and keep a recoverable copy outside the application.

People & operations (1)

Manage employee records and document expiry

Keep employee details, status, compensation records, and expiring evidence reviewable by authorised staff.

Manufacturing (1)

Review a manufacturing work order

Check the bill of materials, planned quantity, material requirement, status, and completion evidence for production.

Property operations (1)

Manage property leases and deposits

Keep property, tenant, lease dates, rent, and deposit settlement evidence connected.

Settings & integrations (4)

Configure and verify an integration

Connect a supported provider, test the exact workflow you need, and distinguish saved credentials from a verified connection.

Configure a Stripe connection without confusing saved keys with a tested payment

Connect the Stripe credentials used by your workspace, then verify the complete payment flow before relying on it for customer receipts. A Connected badge alone is not a successful transaction.

Add and select a workspace tax rate

Keep a clearly named tax rate available for invoices and quotations. The software stores the rate you supply; a preset is not a determination of your tax obligations.

Define a text, number or date custom field

Use No-Code Studio to define an extra business detail, such as a client reference or renewal date. Start with one field and verify it in the intended form before designing a larger process around it.

Accounting & expenses (5)

Review expense anomalies safely

Use anomaly findings as review prompts while keeping a human responsible for every accounting decision.

Prepare and review group reporting

Map entities and accounts into a reviewable group reporting period without hiding completeness or intercompany exceptions.

Record an expense with a clear payment status

Keep the amount, reference and payment state together so the team can distinguish a bill still pending from an expense already paid.

Review the source behind a balance

Use the ledger and available reports to explain recorded accounting activity.

Run and review asset depreciation

Use the current-date action and inspect the recorded monthly result.

Access & security (5)

Troubleshoot access and permissions

Work out whether a missing page or action is caused by plan access, module access, role permission, record scope, legal-entity scope, or ownership rules.

Pinpoint an event in the security audit trail

Use a time window, actor and record reference to narrow a large audit log. Begin broadly, then add filters one at a time so you can see which condition excludes the event.

Review a team member’s workspace access

Give each person the access needed for their job and review it when responsibilities change. A base role, module access and specific permissions can all matter.

Why is a module or action missing or locked?

A missing menu item can reflect your industry, subscription, module allowance or user permissions. It does not always mean the software failed to load.

Understand workspace boundaries before requesting dedicated hosting

A workspace company boundary and a dedicated physical database are different things. Evaluate the actual setup before relying on a security or hosting assumption.

Integrations & developer tools (1)

Use developer API keys and webhooks safely

Connect external systems with least-privilege API scopes, visible usage, and signed webhook delivery.

Getting started (9)

Use the browser ERP on your phone

Open permitted business records in a mobile browser and review the complete action before submitting.

Resolve a form error without creating duplicate records

A form error usually needs a specific correction. Preserve the work you entered, read the message and distinguish a rejected form from a submission whose result is merely unclear.

Find the right help article quickly

Search by the task or visible error rather than a broad term such as ERP. The knowledge base searches public article titles and bodies.

Compare a plan with your actual workload

Choose around your current team and recurring work, not the largest feature list. Record the modules and capacity you need before comparing plans.

Set up your first connected business workflow

Start with one complete business task rather than filling every module at once. A client, a service and a reviewed invoice are a practical starting point for many service businesses.

Write a support ticket that is easier to investigate

A useful ticket explains the task, the result you expected and the result you actually saw. Specific evidence helps the team reproduce the problem without guessing.

Choose a workflow guide before choosing a bigger setup

The public industry and feature pages help you compare tasks, not just feature names. Use them to build a short evaluation list for your own business.

Use the Smart Scratchpad for temporary working notes

Keep a short working note close to the task you are doing, such as an invoice reference to look up next. The scratchpad is a browser tool, not a shared customer record.

Review your workspace industry configuration

Industry configuration changes the way the workspace presents relevant menus, terminology and dashboards. It does not turn one company into another or remove subscription limits.

Still stuck?

Try a shorter search, or prepare a useful support request. Public guides cannot inspect your private workspace.