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Find clear, reviewed guidance for using Cybooks.
Browse help topics
Banking
Find bank accounts and understand their available views.
5 article s
Connect your bank
Connect a supported bank feed and prepare your accounts.
6 article s
Statement import
Upload, map, and review a bank statement before import.
2 article s
Sales and invoicing
Find customers, products, sales documents, customer payments, and online-payment setup.
9 article s
Bills and expenses
Find vendors, bills, vendor credits, expense claims, subscriptions, and supplier payments.
8 article s
Document extraction
Open the document inbox and find its upload action.
1 article
Accountant workspace
Find clients, invitations, team settings, and practice work.
9 article s
Add-ons
Find available add-ons in the marketplace.
1 article
Ask Cybooks
Find help for using Ask Cybooks.
1 article
Sign-in and account access
Find sign-in, account switching, invitations, and password recovery.
7 article s
Automation
Review actions in the Action Center.
1 article
Branches
Find help for working with branches.
1 article
Calendar
Find help for using the calendar.
1 article
Client portal
Find portal access, documents, requests, and self-service guides.
8 article s
Clips
Find help for working with clips.
1 article
Collaboration
Find workspace chat and syncups.
2 article s
Concierge
Find help for using Concierge.
1 article
Contacts
Find help for moving contact records.
1 article
CRM
Find help for working with CRM.
1 article
Dividends
Find help for working with dividends.
1 article
Documents
Find help for organizing documents.
1 article
Downloads
Find files in the Download Center.
1 article
Funding
Find funding bodies and funding claims.
3 article s
Integrations
Find connection, setup, and troubleshooting guides for integrations.
20 article s
Inventory
Find help for working with warehouses.
1 article
Invoicing
Find help for working with recurring invoices.
1 article
Getting started
Set up your company and find getting-started guides.
2 article s
Payroll and employees
Find employee, payroll, leave, and reimbursement guides.
8 article s
Product updates
Find help for viewing product updates.
1 article
Projects
Find project and timesheet guides.
2 article s
Reconciliation
Find reconciliation, transfer, and troubleshooting guides.
6 article s
Reporting
Find the dashboard and business snapshot.
2 article s
Reports and accounting
Find reports, journals, account settings, and books review guides.
25 article s
Settings
Find document, currency, import, and workspace settings.
10 article s
Settings, users and security
Find company, user, role, and account security guides.
12 article s
Subscriptions
Find subscription checkout and billing guides.
3 article s
Tax
Find IP Box and provisional tax guides.
3 article s
VAT and tax
Find VAT, VIES, OSS, tax rule, and filed-return guides.
12 article s
Vendors
Find help for reviewing duplicate vendors.
1 article
Step-by-step guides
Latest guidance
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.