User guide

Learn ZyncLedger, piece by piece

From setting up your master files to entering every transaction and reading your reports. Work through it in order, or jump straight to what you need.

7 pages

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The five integrated modules on one shared ledger, and who each is for.

Read
13 pages

Master files

Creating accounts, the account types, hierarchy, and reserved system accounts.

Read
5 pages

Configuration & data

Configuring tax rates and the tax payable account used on invoices, bills, and POS.

Coming soon
6 pages

Accounting

Recording a manual balanced double-entry journal.

Read
5 pages

Inventory

Requesting stock from another location.

Coming soon
6 pages

Sales

Giving a customer a priced quote, then converting it to a sales order or invoice. Posts nothing.

Read
6 pages

Purchasing

Recording an order to a supplier before goods arrive, and tracking what has been received against it.

Read
10 pages

Point of Sale

Outlet POS vs the legacy POS invoice, and how sales post at end of day.

Coming soon
16 pages

Reports

The reports screen: date modes, filtering, sorting, grouping, and permissions.

Coming soon
7 pages

Operations

Reconciling an account, marking cleared lines, and cancelling a reconciliation.

Coming soon
11 pages

Integrations & apps

How the Apps page works: enabling providers per channel and setting a primary.

Coming soon

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