Skip to help content
30-day free trial. No payment required. Start free
SikaBooks
Product Platform overviewExplore all 10 modules

Finance & compliance

Accounting Payroll Asset Management

Sales & customers

CRM Point of Sale

Operations

Inventory Procurement

Industry extensions

Restaurant Pharmacy
Solutions Professional services Retail and shops Inventory and distribution Restaurants Pharmacies
Pricing
Resources Help Center Guides and articles Customer stories About SikaBooks Contact and support Book a walkthrough
Start free trial
Business owners and administrators

Getting Started user manual

Set up your SikaBooks account, business, team, and workspace.

7 articles

Workflows and guidance

01 Create and verify your accountCreate 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 businessAfter 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 modulesA 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 teamOpen 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 SikaBooksThe 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 settingsReview business identity, currency, financial year, tax, document numbering, notifications, and user permissions before entering live transactions. Some settings are shared across... 07 Get supportSearch 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,...