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Find clear, reviewed guidance for using Cybooks.
Browse help topics
Banking
Find bank accounts and understand their available views.
1 article
Connect your bank
Connect a supported bank feed and prepare your accounts.
1 article
Statement import
Upload, map, and review a bank statement before import.
1 article
Sales and invoicing
Find customers, products, sales documents, customer payments, and online-payment setup.
8 article s
Bills and expenses
Find vendors, bills, vendor credits, expense claims, subscriptions, and supplier payments.
7 article s
Document extraction
Open the document inbox and find its upload action.
1 article
Step-by-step guides
Latest guidance
Connect a bank account
Start a supported bank-feed connection from Bank Accounts.
Import a bank statement
Upload a supported statement, map its columns when needed, and review duplicate rows before import.
Banking in Cybooks
Find connected bank accounts and open the To review, Bank feed, and Reconciled views.
Start a new bill
Open Bills and navigate to the bill-creation screen without saving or posting a bill.
Start a new vendor credit
Open Vendor Credits and navigate to the creation screen without saving or approving a vendor credit.
Open expense claims setup
Open the first-run Expense claims workspace and find its setup action without changing settings.
Start a new vendor record
Open Vendor Management and navigate to the vendor-creation screen without saving a vendor.
Purchases in Cybooks
Open the permission-gated Bills workspace without changing a purchase document.
Open Record a payment for a bill
Display the outgoing-payment form for an open bill without confirming or writing a payment.
Review possible subscriptions
Open the possible-subscriptions view without confirming, ignoring, or editing a transaction.
Find the document upload action
Open a first-run document inbox and find Upload documents without selecting a file.
Start a new credit note
Open Credit Notes and navigate to the credit-note creation screen without saving or posting a credit note.
Start a new estimate
Open Estimates and navigate to the estimate-creation screen without saving or sending an estimate.
Start a new invoice
Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice.
Start a new customer record
Open Customer Management and navigate to the new-customer screen without saving a customer.
Start a new product or service
Open Products and Services and display the New Item form without saving an item.
Sales and invoicing in Cybooks
Open the Sales and Payment workspace and find the available sales workflows.
Open Record a payment for an invoice
Display the manual payment form for an eligible unpaid invoice without confirming or writing a payment.
Review online-payment setup
Open the disconnected Stripe setup state without starting external onboarding.