Acctally Docs
Technical DocsBack to Acctally

GETTING STARTED

  • What is Acctally?
  • How Acctally thinks about money
  • Key ideas
  • First-time setup checklist

SET UP YOUR WORKSPACE

  • Organizations & Workspaces
  • Accounts (Bank & Cash)
  • Categories (Income & Expenses)
  • Tax basics
  • Who should use review?

RECORDING MONEY

  • Record a payment (money received)
  • Record an expense (money spent)
  • Upload a receipt
  • Import transactions (CSV / provider)
  • What happens after you record money?

REVIEWING & FIXING ISSUES

  • What 'Needs review' means
  • Common reasons for review
  • How to fix a transaction
  • What happens after review

INVOICES & BILLS

  • Create an invoice
  • Send invoice
  • Get paid on invoice
  • Upload bills
  • Pay bills

INTEGRATIONS & AUTOMATION

  • What integrations do
  • Provider integrations (Paystack, Stripe)
  • Accounting rules
  • Settlements & fees
  • Workflows (what they automate)

REPORTS & DASHBOARD

  • What the dashboard shows
  • Where numbers come from
  • When numbers update
  • Why totals might differ
  • FX Revaluation (multi-currency)

FOR ACCOUNTING FIRMS

  • Managing multiple clients
  • Switching workspaces
  • Review workflows
  • Audit trail
  • Client visibility

HELP & LEARNING

  • Glossary
  • Why am I seeing this?
  • Common mistakes & protections
  • Tutorials
  • Example businesses
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Review & Control

Audit trail & history

Track all changes with the complete audit trail.

Content coming soon. This page will be populated with detailed documentation for audit trail & history.