Onboarding Checklist

Complete your company profile (email, phone, address, logo) — the dashboard tracks this as a percentage and reminds you until it is done. Confirm your fiscal year and base currency; both are set during onboarding but worth double-checking before real transactions start.

Invite your team from Settings → Users, assigning a role to each person (custom roles are available on every plan, not just Enterprise). On Enterprise, also set up branches under Access Management → Branches if you operate more than one location, and assign each user a home branch.

If your Vertical was set to general accounting but you later start selling travel services, travel modules (Travel Invoices, Umrah Vouchers) can be enabled from your plan features — no re-implementation or data migration required.