Documentation

Version

Documentation

Requirements
Download
Installation
Update
Client Portal
Employee Portal
Migrating to Akaunting
- Overview
- Import/Export
User Manual
- Welcome
  - Overview
  - Setting Up Your Company
- The User Interface Framework
  - Overview
  - Sidebar
  - Profile
  - Notifications
  - Search
  - Quick add
  - Settings
  - Help
  - Favorites
- Personalize Your Profile
  - Overview
  - Profile
  - Users
- Personalize Akaunting
  - Create a new Organization
  - Personalize the Interface
- Settings
  - Overview
  - Company
  - Localization
  - Invoice
  - Default
  - Email Templates
  - Scheduling
  - Categories
  - Currencies
  - Taxes
  - Calendar
  - Live Currency
  - Offline Payments
  - PayPal Standard
- Dashboard
  - Overview
  - Create and Manage Dashboard
  - Add Widgets
    - Default Dashboard
- Items
  - Items
- Sales
  - Invoices
    - Invoices
    - Recurring Invoice
  - Customers
- Purchases
  - Bills
    - Bills
    - Recurring Bills
  - Vendors
- Banking
  - Assign
    - Assign
    - New Expense
  - Transactions
    - Net Income
    - Transactions
  - Accounts
  - Other
  - Reconciliation
  - Transfers
- Reports
  - Reports
- App Store
FAQ
App Manual
- Accounting
- Analytics
- CRM
- eCommerce
  - OpenCart
  - WooCommerce
- Help Desk
- HR
  - Expenses
- Import Export
  - Expensify
  - OFX
  - QuickBooks
  - Zoho Books
  - Xero
  - Freshbooks
- Inventory
  - Inventory
- Notification
- Operation
  - Custom Fields
- Payment Method
  - Square
  - PayFlexi
- Payroll
- Point of Sale
  - Point of Sale
- Time Tracking

Profile

Here, you can personalize your profile - update the company's name, users, subscriptions, plans, teams, and roles; send tickets and access rewards. You can log out through the profile menu.

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