Guides for everyday accounting.
Start with a short workflow guide, or use the product manual for detailed steps, screen names and recovery instructions. Practise in a test company before working on your real books.
The complete product manual
31 chapters covering setup, daily accounting, inventory, bank reconciliation, reporting, CA practice, permissions, billing and desktop recovery. Find the task, follow the numbered steps and check the result.
Browse the full step-by-step manual26 workflow guides to explore
Start with the ten-step guided tour
Follow Beylesys Technologies, our test company, from setup to period review with real product screenshots and links to detailed instructions.
Getting started
Set up your company and get your opening balances right.
Capture & documents
Type, speak or upload a bill, then check the draft.
Vouchers
Record payments, receipts and adjustments, one at a time or in a batch.
Banking
Bring in a statement, check the matches and follow up on missing entries.
Inventory
Set up items and follow stock between locations.
Reports
See where the business stands and follow balances back to their entries.
GST & TDS
Check tax on your transactions and prepare the totals for review.
Schedule III & entity reports
Map your balances, check the notes and prepare the reporting package.
CA workspace
Organise clients, share work with staff and keep review notes together.
Teams & permissions
Invite your team and choose what each person can see and do.
Imports & exports
Bring your existing records in and take checked copies out.
Desktop & sync
Work offline on Windows and check your changes when you reconnect.
Billing
Understand your plan, keep an eye on credits and manage your subscription.
Account & data
Recover access, export your records or ask about deleting your account.
A person is one message away
Write to us with what you tried and where it stopped — screenshots welcome. We usually reply within one business day.
Prefer to be shown?
Book a live demo and we’ll walk through your exact task on sample data.