SikaBooks Help Center
Guides for every SikaBooks workspace
Business owners and administrators
Getting Started user manual
Set up your account, business, invitations, roles, workspace access, and navigation.
7 articles
Workflows and guidance
- 01 Create and verify your account Create your SikaBooks account from the public registration page. Use an email address you can access, choose a strong password, and complete the email verification step before open...
- 02 Create your first business After verification, choose Create business from your business list. Enter the legal or trading name, country, contact details, financial year information, and the modules you inten...
- 03 Understand businesses and modules A business is an isolated workspace for one organisation. Its users, settings, transactions, and operational records are kept separate from other businesses you can access. Use Bus...
- 04 Invite your team Open the business team settings and invite each person with their own email address. Assign the minimum role and permissions needed for their work. Avoid shared accounts because in...
- 05 Navigate SikaBooks The module rail changes the active workspace. The contextual sidebar contains tasks for the selected module. Use Quick Create for common new records and Search SikaBooks or Ctrl/Co...
- 06 Configure business settings Review business identity, currency, financial year, tax, document numbering, notifications, and user permissions before entering live transactions. Some settings are shared across...
- 07 Get support Search this Help Center before contacting support. Include the module, page, expected result, actual result, and any safe error message when requesting help. Never send passwords,...