Help Center / Bookkeeping
Get your bills in, approve them, match your bank and read your reports.
Quick start
The six things every owner does. · 6 lessons · 18 min
What Fortura does for you
How Fortura turns your bills and bank statements into up-to-date books and reports.
2 3 minSet up your company
The short setup wizard: company details, logo, chart of accounts, GL defaults and fiscal year.
3 3 minSend us your invoices
Get bills into Fortura by uploading them or sending a photo on Telegram.
4 3 minCheck and approve an invoice
Check what the AI read, pick the DR and CR GL, and approve to post it to your books.
5 4 minConnect your bank and match payments
Upload your monthly bank statement PDF and match each bank line to its invoice.
6 3 minRead your P&L and balance sheet
What your Profit & Loss and Balance Sheet show, and how to click through to where a number came from.
Everyday tasks
The jobs that come up each month. · 4 lessons · 10 min
Issue a sales invoice
Create and approve a sales invoice, then mark it paid by matching the customer's payment.
2 3 minRecord a payment or receipt without an invoice
Record bank lines with no invoice — fees, top-ups, refunds — as a Payment Voucher or Official Receipt.
3 2 minStaff claims
How staff claims are approved, and why the expense is only recorded when you pay the staff back.
4 2 minManage suppliers and customers
Where suppliers and customers live, why names are in capitals, and setting a default GL.
Understand your books
The ideas behind the numbers. · 3 lessons · 9 min
Got a question or stuck on something? Our team is happy to help.
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