Help · Getting started

Finding your way round in SwiftlyBooks

The menu, New, search, the day's rates, the bell, Help and Swiftly: where each is and what it does.

On every page

The menu on the left has everything you work on, grouped as Sales, Purchases, Accountant, and Tax and compliance. You see the pages your role opens.
New, at the top, starts an invoice, a receipt, a bill or an expense.
Search, at the top, finds a page, a customer or supplier, a document, an account or an item by its name, number or amount. ⌘K, or Ctrl K, opens it from anywhere.
The rate at the top is today's rate for each currency you trade in. Press it to see or set the day's rates.
The branch at the top is the one you're working in. Each branch numbers its own documents.
The bell lists what is waiting for you: approvals, and what needs doing.
The ? opens Help for the page you're on, with guides for the first jobs. The ? key opens it too.
Swiftly, the glowing button at the bottom right, answers questions about your books and drafts what you ask for.

The bar at the bottom has Home, Sales and Banking. More opens the whole menu.
SwiftlyBooks can be added to your phone's home screen and opened like an app. Get the app, at the end of the menu, says how.

The same help is in the app: press the ? at the top of any page.