ZenBooks documentation
Everything from installing ZenBooks to what every field in Admin does. Start at Installation if you're setting up a new instance, or jump straight to the page for whatever you're looking at right now - the sidebar on the left stays with you on every page.
Getting started
Installation & deployment
Docker Compose, environment variables, HTTPS, and updating.
First-time setup
The very first screen a new install shows, and how to sign in after that.
Interface overview
The sidebar, the company switcher, themes, and where things live.
Using ZenBooks
One page per item on the sidebar, in the order they appear there.
Dashboard
Revenue, expenses, receivables and what needs attention.
Journal
Double-entry vouchers - the ledger itself.
Bank statements
Import a statement and reconcile it against vouchers.
Documents
Receipts and attachments, matched to vouchers.
Contacts
Customers and vendors.
Employees
Payroll records.
Invoices
Sales invoices and credit notes.
Inventory
Goods and services catalog, with stock control.
VAT return & EC Sales List
Generate, review, and file with Verohallinto.
Reports
Income statement, balance sheet, trial balance, and more.
Incoming invoices
The e-invoicing inbox (Maventa/Apix).
Settings
Every per-company configuration tab.
Account & profile
Your own language, font size, and phone number.
Admin
System-admin-only pages - a bookkeeper never needs to see these once ZenBooks is up and running.