How to start with Wyzio?

Once your company has been successfully established in Wyzio, you'll gain access to a standard Chart of Accounts and a set of Report Templates.

Your initial task is to thoroughly evaluate the Chart of Accounts to ensure that it aligns seamlessly with your specific requirements. Subsequently, based on any modifications you make, a comprehensive review of the Report Templates becomes essential. This ensures the accurate alignment of accounts within various reports and guarantees the precise configuration of parameters for both cashflow and ratio calculations.

Once this vital step is complete, proceed to the Settings->General module. Here, you'll input the relevant details for your bank account(s). Transition to the System tab, meticulously inspecting all settings to confirm their harmonization with your Chart of Accounts.

Moving to the Templates tab, you'll have the opportunity to personalize your experience by uploading your logo and letterheads in various formats. This is also where you'll designate the templates for use in generating diverse documents such as sales invoices, late notices, and salary slips.

Following this, navigate to the Invoices tab, where you'll fine-tune the system's parameters to precisely meet your unique needs.

Lastly, if Wyzio serves as your tool for salary slip generation, proceed to the Salary tab. Here, you'll meticulously configure all necessary components, empowering the system to autonomously generate accurate salary slips.

Throughout each of these pivotal stages, you can easily access assistance within each respective module by simply clicking on the informative blue question mark icon situated at the top right corner.