Getting Started with okke

Getting Started with okke

Learn how to get around okke and use it to keep on top of your business bookkeeping!

Welcome! Follow this guide to learn the basics of okke - and business bookkeeping. Here's what you'll learn along the way:
  1. What is okke, and how does it help your business grow
  2. How to navigate around the app
  3. Where to find help
Start by watching our quick getting started video [1:29 long]:

What is okke?

We built okke to be a fast, easy to use bookkeeping software specifically for sole-traders and smaller businesses. Unlike other accounting, bookkeeping or invoicing solutions, okke doesn't require an understanding of accounting for you to jump in and start saving mountains of time by cutting out the boring parts of running a business. By removing the big business nonsense that clogs up most accounting software (that you don't need or want to pay for) and automating the manual stuff (saving you even more time), okke is the best way to make your money easy. 

Navigating around the App 

Okke is broken up into key sections which can be navigated via the sidebar. Using the sidebar you can also access important areas and other useful tools such as:
  1. Collapse or expand the sidebar to give you more space
  2. Quick Guide - Useful tasks to get you started
  3. Quick Create button - a fast way to create new items, customers, and invoices from any area of the app
  4. Menu switch - toggle between advanced and basic menu
  5. Settings - access the general settings to configure okke to your needs
  6. Help & Support - opens the help drawer, giving you access to help articles and providing on-screen chat with an okke representative


Changing between businesses and accessing your account

On the top navigation bar, to the right, are controls to help you quickly switch between multiple businesses, as well as access anything related to your account - such as your password, subscriptions and billing information.
  1. Access your okke account to:
    1. change things such as your password
    2. manage your subscriptions
    3. See a list of all businesses you have created, or have access to
  2. Use the business selector to:
    1. quickly access settings for the currently selected business
    2. swap between multiple businesses
    3. create a new business

Breakdown of the apps features and sections

Dashboard

Get an overview of your business, including your cash flow and tax estimate.

Income

View, edit and add your business income.

Expenses

View, edit and record your business expenses, including uploading receipts.

Snap and Store

Upload any business documents, such as receipts and Invoices to keep a digital copy of them within okke. You can also take photos on your mobile device. Create new expense and income entries from these receipts and have the details filled out for you.

Banking > Transactions

Use transactions to rapidly and automatically create your income and expense records. Import your transactions either by uploading a bank statement, or connecting directly to your bank via bank feeds.

Banking > Accounts

Manage your Bank Accounts in okke. Each bank account contains its own list of income and expenses, so you can use them to organise and structure your bookkeeping records.

Banking > Reconciliation

Allows you to reconcile your okke records each month by matching them to your bank statement.

Banking > Cash Balancing

Useful tool for checking how many Cash records you have in okke to your current on-hand Cash.

Invoices

Send and track professional business invoices directly to your customers. Keep track of overdue invoices, and create automated reminders.

Adjustment Notes

Use adjustment notes to track refunds and credits on your Invoices while retaining a record of the adjustments made.

Customers

Add and manage your customers and track their transaction history and itinerary. Add notes, details and more.

Items & Services

Add and manage your inventory and services for quick-adding them to Invoices, setting up multiple pricing, and more.

Reports

Access a variety of useful reports to help run your business, including your BAS (Business Activity Statement), GST reports, and General Ledger.



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