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First-time setup

Time required: about 5 minutes

Overview​

After you have created an account, set up your first client and, if needed, a connection to an accounting system (for example Tripletex).

Step 1: Create a client​

  1. Go to Clients in the side menu.
  2. Click Add client and enter the name and organisation number.

Step 2: Import or sync data​

  • Import: Upload Excel/CSV or a bank file (CAMT.053) under Import for the client.
  • Tripletex: Go to Settings → Tripletex and connect the company and accounts.

Step 3: Go to reconciliation​

Open Reconciliation for the client and start by matching items or running Smart Match.

Next steps​