Step-by-step guides

Accounting overview

How the accounting module fits together — from source data to reviewed financial statements.

Chart of accounts

Structure your accounts by type so reports group correctly.

Reports and dashboards

Profit & Loss, Balance Sheet, Cash flow and aged receivables/payables — read your numbers.

Year-end and accounts production

Turn a trial balance into reviewed financial statements with adjustments and final sign-off.

Reconciling your bank

Match bank statement transactions to your records and balance the account.

Reconciling your bank

Match your bank statement to your records so the books balance every month.

Bills and expenses

Record what you owe suppliers and what you spend — the payables and receipts side.

Subscriptions and billing

Plans, upgrades, billing and checkout analytics — how the practice's own subscription works.

Commercial: time, WIP and proposals

Track time, work in progress and the proposal-to-engagement flow.

Proposals and engagements

Send a proposal, convert it to an engagement, and sign it — the commercial pipeline.

Time tracking and work in progress

Log hours, track unbilled value, and turn WIP into an invoice in one click.

Documents, scanning and OCR

Upload, scan and let AI read invoices, receipts and statements — then export to Excel.

Getting started with AVERQIS

An overview of the platform, signing in and where to find each module.

Getting started with AVERQIS

Everything you need for your first day — sign in, security, and where every module lives.

Using the support desk

How to get help — search guides, open a ticket and track replies.

AVERQIS Intelligence

A live worklist of what needs attention, and a snapshot of every client.

Creating an invoice

Create, send and mark invoices paid — with VAT, line items and overdue tracking.

Creating an invoice

Create, send and mark invoices paid.

Estimates and quotes

Quote work, get client approval in the portal, and convert to an invoice.

Importing payroll data

Move employees or completed pay runs in from Sage, Payroll Manager or Excel with CSV templates.

Running payroll

Weekly, fortnightly and monthly pay runs with PAYE, National Insurance and pensions.

Running payroll

Weekly, fortnightly and monthly pay runs with PAYE, NI and pensions.

Sending payslips and reports

Email each employee their payslip and the client the run report — from your own mailbox if you set one up.

Using the client portal

What clients see and do — invoices, estimates, documents and payslips.

Using the client portal

What clients see and do — approve estimates, view invoices, upload documents and see payslips.

Client records and the 360 view

Every client, their businesses and employees, documents, deadlines and communications in one place.

Client requests and communications

Ask clients for documents and information, and keep the conversation in one thread.

Workflows and deadlines

Keep jobs on track with workflow templates, tasks and automatic deadline reminders.

Changing your sign-in email

Update the email address on your account, safely.

Email settings (SMTP)

Connect your practice mailbox so payroll emails come from your own address.

Scheduled jobs and automation

Background reminders for overdue invoices, bills and deadlines — run automatically.

Security and your account

Two-step verification, recovery codes and changing your email or password safely.

Sending payslips by your own email

Connect your practice mailbox so payroll emails come from your address.

Setting your company profile

Your practice details and logo, used on invoices, estimates and engagement letters.