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

Favorites

This part of the Sidebar is an easter bunny. When you favorite a page, it appears on the Sidebar for quick access from any page. You can add a page to favorites by clicking on the star icon at the top, beside the title. All favorite pages appear on the Sidebar.

Found errors? Think you can improve this documentation? Please, edit this page.