Knowledge hub · Walkthroughs
Accounting walkthrough
Quotes, invoices and purchase orders.
Step 1 of 3
Build a quote
Price each line; its cost and profit stay internal.
Try it
Create a quote with two lines.
Step 2 of 3
Invoice with VAT on every line
Invoices carry your company, VAT and bank details; record payments against them.
Try it
Open an unpaid invoice.
Step 3 of 3
Approve purchase orders
A purchase order waits in Approvals until an approver signs it off.
Try it
Open Approvals.
Try it in your own workspace.
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