How to Set Up Your Organisation

When you first sign up, you are guided through a three-step setup wizard.

1. After signing up and verifying your email, you are redirected to the Organisation Setup page.
2. Enter your organisation name.
3. Select your currency (this will be locked once you create your first invoice).
4. Select your country (pre-filled based on your location).
5. Click Next to proceed to step 2.
6. Choose your organisation type: Accounting & Audit, Legal & Corporate, or Other. The system creates default services and templates based on your selection.
7. Click Next to proceed to step 3.
8. Enter email addresses of team members you want to invite (optional — you can do this later).
9. Click Finish Setup to complete the wizard.

You are now redirected to the main dashboard with your organisation configured and ready to use.