Productivity

Docs

Shared document library tagged by product, company, branch, and FY.

Before you start

Sign in at my.aicountly.com with your organisation account.
Confirm company, branch, and financial year in Manage before company document work.
Use Vault for secrets — never store portal passwords inside Docs files as the source of truth.

How it fits the suite

flowchart LR
  MY["my.AICOUNTLY — Sign in"] --> MG["Manage — Company · Branch · FY"]
  MG --> DO["Docs — Personal · Company · Shared"]
  DO --> SC[Secretarial / Auditor / FR]
  DO --> HR[HRMS / Our People]
  VT[Vault — Secrets stay separate] -.-> DO

Flowchart: Docs suite context flowchart. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Main menu workflows

Open a guide to see the flowchart and short steps for that menu.