Acctally Docs
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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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Using Acctally without an accountant

How to use Acctally effectively even if you don't have an accountant.

Content coming soon. This page will be populated with detailed documentation for using acctally without an accountant.