Get help in the app

Open the help for the screen you are on, search the Help Centre, follow the guide for your kind of business and tell us when an article falls short.

Help is one click away on every screen. The ? button in the top bar opens the article for the screen you are on, and the Help Centre has every article, sorted by module and by kind of business.

Before you begin

• Nothing to set up. Help works for every user.

Where to find it

• In the app: the ? button (Help for this screen) in the top bar, between the language button and the bell.
• The Help Centre: the Open in Help Centre link in the help panel. It opens in a new tab.

Get help for the screen you are on

1. Open the screen you need help with, for example Sales Invoices.
2. Click ? in the top bar. The Help panel opens on the right.
3. Read the article. Related articles are listed under it.
4. Click × or press Esc to close the panel.

The panel follows you: open another screen while it is open and it shows that screen's article. Links inside an article open in a new tab, so your work stays where it was.

If a screen has no article yet, the panel says so. Click Browse the Help Centre to look there.

Search the Help Centre

1. In the help panel, type what you want to do in Search the Help Centre, for example opening stock.
2. Press Enter. The results open in a new tab.

Search with the words you use at work, such as godown, bill or close the shift.

Follow the guide for your business

1. In the Help Centre, click Business types.
2. Choose your kind of business, for example a shop, a restaurant or a clinic.
3. Work through the guide's steps in order. Each step is an article.

The First steps and First week articles in this section are the same path for every business. Start with Find your way around.

Tell us when an article falls short

At the end of every article, Was this article helpful? asks for a Yes or No.

1. Click No if the article did not help.
2. Choose what was wrong, for example The screen looks different now.
3. Type what you were trying to do, if you like, and click Send.

The What's new page in the Help Centre lists articles that changed because the product changed.

Common questions

The help shows the wrong article. The panel shows the article for the screen's address. Open the exact screen first, then click ?.

Can my staff see the Help Centre without signing in? Yes. The Help Centre is public, so anyone with the link can read it.

Who do I ask when the help does not answer my question? After you answer Was this article helpful?, the thank-you message shows your service provider's support email, when one is set.