How the manual is organised

Start here · About this manual·1 min read

The manual follows the same structure as the product: one chapter per module, in roughly the order you would set things up and then use them.

PartChaptersWhat it covers
Part I — Foundations1–3Creating your account, finding your way around the workspace, and reading the Dashboard.
Part II — Money in and money out4–8Contacts, Sales, Purchases, Expenses and Banking — the day-to-day transactions of the business.
Part III — The books9, 12, 13, 14, 19Accounting, Fixed Assets, Budgets, Approvals and Reports — the control layer around those transactions.
Part IV — Operations10, 11Inventory and Manufacturing.
Part V — People and customers15, 16, 17, 18Collaboration, Helpdesk, HRMS and CRM.
Part VI — Assistants, portals and administration20–24Fusion AI, the Customer Portal, Settings, Notifications & Support, and the Glossary.

Each chapter opens with a short overview of what the module is for, then walks through every page in that module's left rail, and finally works through the tasks you will perform there as numbered checklists.