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Connect your bank

Start a supported bank-feed connection in Cybooks.

3 minutes

Choose the company you want to work in

Use the account chooser to select an available company before working on its books.

Find clients and review their workspace

Open the practice client list, prepare an Add a client form, and find client-specific records.

Review the practice inbox and open a conversation draft

Find practice conversations and prepare the New Conversation composer.

Open an invitation from your accountant

Check the account-creation page reached through your accountant invitation.

Review your practice email accounts

Find the mailboxes connected to your accountant account and check their status.

Review your practice company profile

Find the company identity and contact details held for your accounting practice.

Find practice projects and review their work

Open a client project to review its tasks, team chat and files.

Review practice service items

Find service names and rates in your practice settings.

Review practice subscriptions and billing

Distinguish subscriptions billed to your firm from subscriptions billed to clients.

Review practice team members and roles

Find your practice team and inspect the permission matrix used by accountant roles.

Find and inspect workflow templates

Review reusable practice templates, their sections and default settings.

Read the Account Transactions report

Review transaction details for selected accounts and dates.

Review Aged Payables

See outstanding vendor balances grouped by age at a selected date.

Review Aged Receivables

See outstanding customer balances grouped by age at a selected date.

Read the Balance Sheet

Review account balances at a selected date and compare them with another period.

Find your Cashflow Forecast scenarios

Open the forecast workspace and identify the scenario and date range being displayed.

Read the Cashflow Statement

Review cash-flow presentation for a chosen period and comparison.

Understand the locks on your books

Review reversible closing dates, filed-tax protection and permanent hard locks.

Review the Customer Statements list

Find customer statement balances for a selected period.

Read the Detail General Ledger

Inspect ledger entries by account with opening, movement and closing balances.

Review fixed-asset movement and reconciliation reports

Compare asset movements and the asset register with reported accounting balances.

Review Realised Gains and Losses

Filter realised gains and losses by period, source type and currency.

Read the Journal Report

Find journal details for a selected period without changing the journals.

Review the Chart of Accounts

Find account names, codes and categories in your company account catalog.

Review fixed assets, acquisition choices and asset types

Find an asset record and understand the starting choices for adding an asset.

Find manual journals and inspect a journal form

Review the manual journal list and the details of a journal before making changes.

Review Owner's Money

Find the owner-money balance view and understand its empty state.

Read the Profit & Loss report

Review income and expense presentation for a chosen period and comparison.

Review the company Audit Trail

Find recorded activity using the Audit Trail filters.

Review a bank revaluation preview

Check a dated foreign-currency revaluation calculation before posting.

Review an existing month-end review

Open the saved review for a specific period and profile and read its checks.

Find management reports and understand draft status

Review saved management reports and distinguish an unpublished draft from an issued version.

Find the report you need

Use the Reports hub to find the reports available to your company and role.

Review existing opening balances

Find general-ledger and contact opening balances before planning a change.

Read the Trial Balance

Review account debit and credit balances through a selected date.

Review the Vendor Statements list

Find vendor statement balances for a selected period.

Review available add-ons

Find the add-on catalog and review availability for your company.

Find your accountant connection and invitation

Review the company accountant connection and open the invitation entry point.

Prepare an invitation for a company user

Open Invite users and choose the intended email addresses and roles.

Review API credentials

Find existing API keys and understand the access needed to manage them.

Review the company profile

Find company identity and settings before making a profile change.

Review directors and shareholders

Find related-party records and inspect their roles, ownership and status.

Prepare a company role and permissions

Open Create Role and review the permission choices before saving.

Review company users and roles

Find active users, pending invitations, accountant access and role definitions.

Find requests from your accountant

Review open and completed requests for the connected company.

Review your password and sign-in security

Find Change password, two-factor authentication and registered passkeys in User Profile.

Review records to send to your accountant

Inspect export scheduling and the Send now options before generating or sending records.

Find documents shared with your accountant

Browse the company shared folders and locate files by name or description.

Review your user profile

Find personal account details and preferences in User Profile.

Review the Action Center

Find AI approvals and activity for the active company.

Start from the Ask Cybooks chat workspace

Find a new conversation and the available skill choices.

Check your registration verification email

Find the verification message and continue registration from its link.

Sign in from a company invitation

Review the invited email address before accepting access through sign-in.

Request a password reset

Open password recovery and request instructions for your account email.

Choose the right registration entry

Open standard or accountant registration and review the first step.

Sign in to Cybooks

Use your password, Google sign-in or a registered passkey to access your account.

Review bank rules and prepare a new rule

Inspect rule conditions and categorization settings before saving a bank rule.

Connect a bank account

Start a supported bank feed or prepare a manual bank account.

Prepare a PayPal connection

Review the merchant app, credentials and import choices in the PayPal wizard.

Understand bank-feed access and refreshes

Review the connection guide and find the refresh status for a connected account.

Disconnect a bank feed or archive a manual account

Review preserved records before disconnecting a feed or archiving a manual account.

Disconnect PayPal

Remove a PayPal connection while retaining its imported transactions.

Choose a bank feed or statement import

Choose how bank transactions enter Cybooks and understand feed refresh timing.

Fix missing or duplicate bank-feed transactions

Check connection health and duplicate warnings before changing bank lines.

Resolve statement upload and import errors

Use upload errors, duplicate review and run status to identify what needs attention.

Upload and review a bank statement

Select an account, check column mapping and review duplicates before importing.

Understand a blocked bank change in a closed period

Use the closing-date message to identify why a bank action was refused.

Manage a bank account and its connection

Edit allowed account details, request a refresh or restore an expired connection.

Banking in Cybooks

Find connected bank accounts and open the To review, Bank feed, and Reconciled views.

Restore PayPal access or request a full re-sync

Check PayPal connection health and use recovery controls for the same merchant account.

Review a partial invoice payment

Choose how to handle the balance left on an invoice before saving its match.

Review and reconcile a bank statement line

Compare a bank line with documents or prepare a categorization before saving.

Investigate a balance difference or missing match

Compare bank and books balances, then review available records before reconciling.

Review a transfer between bank accounts

Choose the destination account before recording a bank line as a transfer.

Undo a reconciled bank transaction

Review the removal confirmation before reversing a bank booking.

Find branch records

Open the branch list and understand which actions your access permits.

Review your Business Snapshot

Check the reporting period before reading business summary figures.

Open the calendar

Find your calendar and identify its date and view controls.

Find clips and open a shared recording

Understand the difference between the company clip library and a shared clip link.

Find your Concierge overview

Open the Concierge service overview from your company account.

Review contact migration mappings

Inspect current contacts before proceeding to migration review.

Review your CRM pipeline

Open the pipeline or an existing lead while keeping write actions separate.

Read your dashboard

Open saved dashboard summaries and distinguish viewing from customization.

Review dividends and start a declaration

Find dividend records and inspect the first declaration step.

Find documents and the document-chat entry

Browse documents and identify the separate collaboration surface.

Find generated exports in Downloads

Open Download Center to check the exports available for your company.

Find and inspect funding bodies

Open the funding-body register and locate the separate create and detail screens.

Find and inspect funding claims

Open the claim register and review an existing claim.

Read your funding overview

Compare funding totals, claim status and funding-body summaries.

Find the Getting Started landing page

Locate Getting Started from the dashboard navigation.

Connect Amazon Seller Central

Authorize Amazon to import into the selected Cybooks company.

Disconnect Amazon Seller Central

Stop Amazon imports while retaining imported accounting records.

Review Amazon foreign VAT

Inspect the imported foreign VAT summary by country.

Review and reconnect Amazon

Check the stored Amazon connection state and reauthorize when required.

Review Amazon revenue completeness

Compare imported settlement revenue with Amazon VAT report revenue.

Review Amazon settlements

Open imported Amazon settlements and inspect their accounting details.

Connect Claude to a company

Authorize Claude to work with the selected Cybooks company.

Disconnect Claude

Revoke Claude access for the current Cybooks company.

Review available integrations

Find available connections and inspect company integration settings.

Connect Shopify from the App Store

Install the Shopify connection and select the receiving Cybooks company.

Connect Shopify with your own app

Use the Shopify setup wizard to validate app credentials and configure imports.

Disconnect a Shopify store

Stop future Shopify imports while retaining imported records.

Review and reconnect Shopify

Inspect Shopify connection details and use the appropriate reconnection flow.

Review Shopify account mappings

Choose the accounting destinations for Shopify import line types.

Review imported Shopify orders

Inspect the Shopify order register separately from payout accounting.

Review Shopify payouts

Inspect imported payouts and their journal and reconciliation state.

Review Shopify VAT mappings

Confirm the reporting rules used for imported Shopify line types.

Connect an existing Stripe account for imports

Authorize read access to import activity from an existing Stripe account.

Disconnect Stripe imports

Revoke the import connection while preserving imported records.

Review and reconnect Stripe imports

Check the Stripe import connection and reauthorize when needed.

Review IP Box assets and settings

Find IP assets, inspect their detail views and review company regime settings.

Set up your company workspace

Review the company form and distinguish workspace setup from Company-in-a-box.

Review employees and request time off

Find employee records and use the time off request form with the appropriate access.

Review a draft pay run

Open the selected draft and verify its pay period before further payroll actions.

Review leave requests, approvals and policies

Use the leave register, approved calendar, approval inbox and policy settings.

Review leave liability as of a date

Open the report and select the date for the liability view.

Review pay runs

Find the intended pay period and open an existing draft.

Review the reimbursement workspace

Find employee reimbursement agreements available to your account.

Review payroll setup

Locate payroll activation and the settings needed for company payroll configuration.

Access your client portal

Request passwordless access using the email associated with your portal account.

Find conversations in your customer portal

Your portal keeps customer conversations separate from your company’s internal workspace chat.

Find your customer portal dashboard

The Dashboard identifies the company whose customer portal you have opened.

Find documents shared through your portal

Documents shows the folders and files available to your signed-in client account.

Review projects shared with you

Projects lists the projects shared with your customer account.

Review your expenses and open a claim

Expenses shows your own claims and reimbursement summary.

Find your employee profile and self-service pages

My Profile opens the personal profile associated with your employee login.

Review requests from your accountant

Requests separates work your accountant is still waiting for from completed requests.

Read recent product updates

Recent Updates is the product update timeline inside Cybooks.

Find projects, tasks and project documents

Projects brings project work into one place. Start with the project list, then open the project whose work you want to review.

Review the provisional tax dashboard

Provisional Tax separates estimates from the actions that finalize them or record payments.

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.

Open a repeating invoice schedule

New repeating invoice is the entry point for preparing a repeating invoice schedule.

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.

Recognize an already-paid online invoice

An invoice that has already been paid shows a PAID confirmation when you open its online payment page.

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.

Review AI Knowledge skills and files

AI Knowledge separates Skills from Files used in your company’s knowledge area.

Review the Cloud Storage connection screen

Cloud Storage shows the Google Drive connection state for your workspace.

Review your workspace currencies

Currencies lists the currency names and symbols configured for your workspace, including the currency marked Base Currency.

Review Custom Fields

Custom Fields holds the additional fields attached to business records.

Review Document Templates

Document Templates is the catalog of presentation templates used for documents sent to customers and suppliers.

Review expense-claim settings

Expense claims settings separates general claim rules, kilometre claims and user access.

Find imports, exports and saved column matches

Import and export settings separates bringing records into Cybooks from taking a copy out.

Review invoice reminders and discount accounts

Invoice Settings brings invoice reminders and default discount accounts onto one page.

Review IP Box settings

IP Box Settings shows the IP Box Regime controls for your company.

Find project labels, tags and tag groups

Project labels, Tags and Tag Groups are separate ways to organise information.

Review reimbursement settings

Reimbursements settings includes the Market rent corridor (Cyprus) used in the reimbursement configuration.

Review text templates for documents and emails

Text template lists reusable text for documents and email messages.

Review project workflows

Project workflows lists the status workflows available for project work and identifies the default workflow.

Recognize the single sign-on authentication screen

Authenticate is a transition screen in the single sign-on flow.

Review a plan before buying

Buy a plan shows the selected plan and purchase summary before confirmation.

Review your subscription and billing history

Subscriptions shows your workspace’s current plan, addons and billing history.

Find a SyncUp call

SyncUp has separate entry points for signed-in workspace members and guests using a call link.

Understand corrections after filing VAT

The VAT overview explains how Cybooks handles a mistake found after filing.

Review and mark an OSS return as submitted

OSS Returns separates setting up OSS reporting from reviewing and finalising a quarterly return.

Review and record a VAT filing

Review your VAT return in Cybooks, complete the filing in Tax For All, then record the result using the appropriate filing method.

Set up and record VIES filings

VIES has its own monthly reporting cadence, separate from quarterly VAT reporting.

Understand the lock created by VAT and OSS filing

Filing VAT or OSS protects the accounting period behind that filing.

Find completed VAT and VIES filings

Filed returns lists completed VAT and VIES filings together with their payment status.

Find the earlier VAT Returns workspace

The earlier VAT Returns workspace separates return records from generated files.

Review a return in the earlier VAT workspace

The earlier VAT review shows a selected return’s figures, transactions and exceptions.

Review tax rules and their access controls

Tax rules lists the rules available for use on your company’s records.

Read the rate shown for a tax rule

The Tax rules list displays each rule’s charged Tax rate alongside its Tax Type.

Open VAT return setup

Set up your VAT returns is the first-run overview for a company that has not configured VAT reporting.

Review VAT reporting settings

VAT settings brings the reporting calendar and filing method together.

Review team and individual timesheets

Timesheets provides a team report and a separate view for an individual team member.

Review possible duplicate vendors

Duplicate vendors lists possible matches for review. Cybooks does not automatically merge vendors from this list.

Review a warehouse summary and products

A warehouse detail page separates its Summary from its Products.

Find conversations in workspace Chat

Workspace Chat brings the available conversation rooms into one sidebar.