Set up Cybooks, one step at a time
The guides most companies read first, in the order they need them. We keep your place on this device.
0 of 6 done
- 1 min
Set up your company workspace
Review the company form and distinguish workspace setup from Company-in-a-box.
- 3 min
- 1 min
Open VAT return setup
Set up your VAT returns is the first-run overview for a company that has not configured VAT reporting.
If your company is registered for VAT.
- 2 min
Find the document upload action
Open a first-run document inbox and find Upload documents without selecting a file.
- 2 min
Start a new invoice
Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice.
- 1 min
Find your accountant connection and invitation
Review the company accountant connection and open the invitation entry point.
If you have an accountant, or want one to see your books.
Moving your books from another system has no guide yet.
0 of 6 done
- 1 min
Choose the right registration entry
Open standard or accountant registration and review the first step.
- 1 min
Review your practice company profile
Find the company identity and contact details held for your accounting practice.
- 1 min
Review practice team members and roles
Find your practice team and inspect the permission matrix used by accountant roles.
- 2 min
Find clients and review their workspace
Open the practice client list, prepare an Add a client form, and find client-specific records.
- 1 min
Find and inspect workflow templates
Review reusable practice templates, their sections and default settings.
- 1 min
Review an existing month-end review
Open the saved review for a specific period and profile and read its checks.
Adding a client from start to finish, and Practice Intake, have no guide yet.
0 of 6 done
- 1 min
Review available integrations
Find available connections and inspect company integration settings.
- 1 min
Connect Shopify from the App Store
Install the Shopify connection and select the receiving Cybooks company.
Shopify and Amazon connections are on the Premium plan.
- 1 min
Review Shopify account mappings
Choose the accounting destinations for Shopify import line types.
- 1 min
Review Shopify VAT mappings
Confirm the reporting rules used for imported Shopify line types.
- 1 min
Review Shopify payouts
Inspect imported payouts and their journal and reconciliation state.
- 1 min
Review and mark an OSS return as submitted
OSS Returns separates setting up OSS reporting from reviewing and finalising a quarterly return.
Matching a payout to its bank line has no guide yet.
0 of 3 done
- 1 min
Access your client portal
Request passwordless access using the email associated with your portal account.
- 1 min
Find your employee profile and self-service pages
My Profile opens the personal profile associated with your employee login.
- 1 min
Review your expenses and open a claim
Expenses shows your own claims and reimbursement summary.
Downloading a payslip and asking for time off in the portal have no guide yet.