Need help?
Here you will find support guides with explanations of functions and workflows in the system. If you do not find what you need help with – then please send us an email right here.
Select a guide category
Welcome to Your New Bookkeeping Assistant
We are excited that you have chosen us to automate your bookkeeping. Our goal is to make administrative work as easy as possible, so you can focus on running your business.
User guides: Help for Navigation
Below you will find an overview of our guides, organized by topic.
Getting Started
- Setup Guide: The four essential steps to activate your account.
- Company Profile: How to set up your company correctly.
- Access & Security: Login, registration, and password management.
- Subscription: Managing your plan and features.
- Billing: Accessing your invoices and receipts.
- Preferences: Customizing your user experience.
Daily Functions
- Menu Overview: Get to know the navigation menu on desktop and mobile.
- Cash Journal: Your daily control station for approving entries.
- Document Ingestion: Collecting and organizing your invoices and receipts.
References
- Account Plan: Managing your chart of accounts and VAT codes.
- Bank Statements: Synchronizing and reviewing bank transactions.
Integrations
- Bank Connection: Managing your bank integrations.
- Accounting System: Connecting to systems like Dinero.
Need Help?
We are here for you! If you encounter challenges or have questions about the features, you are always welcome to contact us:
- Support: support@acculeo.com
