GUIDE
Complete bookkeeping to tax filing in 5 steps
To run a full billing cycle for the first time, follow these steps in order. You can refer to the demo data in the example workspace.
01
Select space shape
Enter the corresponding workspace by selecting Enterprise, Micro & Small Business, or Teaching Competition.
02
Create Chart of Accounts
Maintain chart of accounts, account trees, and auxiliary dimensions in Settings.
03
Enter Business and Vouchers
Create business documents first, then generate or enter accounting vouchers.
04
Year-end Closing and Reporting
Complete the closing process using the checklist and reconcile the relationship between ledgers and financial statements.
05
Tax Filing & Review
Complete tax health check and pre-fill declarations; review incorrect answers in tutorial mode.
FAQ
FAQ
SHORTCUTS
Common Shortcuts
- Create VoucherCtrl + N
- Save current documentCtrl + S
- Call Credential TemplateAlt + A
- Open Course SearchF7
- Submit for ReviewCtrl + Enter
- Close current drawerEsc
Need more help?
Enter the sample workspace to view actual operations and data examples by module.
Enter Demo Workspace