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

You can view your profile by clicking the avatar icon on the top left of the Sidebar. You can change your personal information such as name, email, profile picture, and portal preferences such as companies, roles, landing page, and language.

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