Practical guidance for your first records, working papers and reviews.
Start with one set of books
Choose the right company and accounting period before you enter or review records.
Open the dashboard and check the selected company, base currency and period. Use fictional records while you explore.
Upload source files in Documents, then follow their processing status. Review extracted values and proposed entries against the source before approval. A failed AI request does not prevent manual accounting.
Use Settings → Contact support to open a case. Attach only the screenshots or text needed to explain the issue; never share a password, PIN or API key.
Create a blank workbook or start with a template, then save and review the result.
In Workbooks, choose a model or a blank workbook. The editor opens on its own page. Sample values are fictional; replace inputs with figures you can support.
Use Ledger Feeds to bring the selected company's records into a sheet. Check the dataset and destination before applying it. Save your changes and inspect revision history when you need to trace earlier work.
An editing lease protects against simultaneous writes. If the revision has changed, refresh and reconcile your edits before trying again. Propose Entry sends an adjustment to the review queue; it does not post directly to the ledger.
Keep source evidence, accounting judgment and approval connected.
Check the source, dates, accounts, amounts and period before approving a proposal. Debits must equal credits. An AI suggestion or workbook calculation is preparation for review, not an approval.
Bank matching allocates statement movements to existing records. Review the amount, date, reference and counterparty; matching a receipt does not itself recognize revenue.
Posted journals are immutable. Correct an error with an appropriate adjusting entry through the normal review workflow. A locked period rejects new postings. Seek qualified advice for jurisdiction-specific tax and reporting decisions.
Read reviewed release notes here when they are published.
No editorial release note has been published for this language yet. Availability can depend on your role, subscription and deployment configuration. Check the actual workspace controls before relying on a feature.