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Manage guides

How to use Manage

Manage (Manage Account in the app launcher) is where your company lives: its details, branches, financial years, the people who work on it and the logo and signature printed on your invoices. Every other Aicountly app reads them from here.

Open Manage About Manage

Start here

New to Manage? Do these in order.

  1. Find your way around Manage 4 steps
  2. Add your company 5 steps
  3. Invite a teammate or your accountant to your company 4 steps
  4. Upload your signature, stamp and UPI QR for invoices 4 steps

Get set up

Do these once, when you start.

Find your way around Manage See your companies at a glance, switch company, and open any Aicountly app. 4 steps Create your Business ID Add your business’s legal name, PAN and GSTIN once, so you can manage companies in Aicountly. 3 steps Add your company Create a company with its name, type, addresses and logo — every app picks it up from here. 5 steps Add branches and set your head office Record each office or location, and mark which one is the head office. 3 steps Add a new financial year Open next year — or add an earlier one — so you can make entries for it in every app. 3 steps Record your directors, partners and signatories Keep the key people of the company — and their contact details — in one place. 3 steps Upload your signature, stamp and UPI QR for invoices Add the images printed on every sales invoice: your signature, company stamp and a UPI QR code. 4 steps

Daily work

The jobs you do every day or every week.

Get help: read an answer or raise a support ticket Look up common questions, or tell our support team what went wrong and track their reply. 4 steps

Work with your team

Bring in colleagues and your accountant.

Invite a teammate or your accountant to your company Share your company with someone and choose what they can open in Smart Books and Auditor. 4 steps Accept an invitation to a company Someone shared their company with you? Here is how to accept and start working. 3 steps Approve or ask for access to a company See companies your colleagues registered, ask to join one, and decide on requests sent to you. 4 steps

Reports

See where your business stands.

Check your usage and AI credits See how much your company uses each app and its AI features. 3 steps See who changed what in your company Look back at every change to companies, branches, years, people and invitations. 3 steps

Good to know

  • An Aicountly account. Sign in at my.aicountly.com and open Manage Account from the app launcher.

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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