Frequently Asked Questions
How do I reset my password?
Click on the "Forgot Password" link on the login page. Enter your registered email address, and we'll send you a password reset link. Follow the instructions in the email to create a new password.
How do I add a new business?
After logging in, go to "Settings" from the sidebar menu, then select "Business Settings". Click on "Add New Business" and fill in the required information about your business.
How do I create an invoice?
Navigate to "Invoices" from the main menu, then click "Create New Invoice". Select a customer, add line items, set the invoice date and due date, then click "Save".
How do I add a customer or vendor?
Go to "Customers" or "Vendors" from the sidebar, then click "Add New". Enter the contact information, address, and other details, then save.
How do I generate financial reports?
Click on "Reports" in the sidebar. You can select from various reports including Profit & Loss, Balance Sheet, Trial Balance, and more. Choose your date range and click "Generate".
Is my data secure?
Yes, we use industry-standard encryption to protect your data. All data is backed up regularly, and we follow strict security protocols to ensure your information remains confidential and secure.
