Getting started

This chapter covers your first hour in Kuver Books. It shows you how to sign in and what each part of the workspace does. It also shows how to move between modules, how to switch the accounting period you work in, and where to find alerts about work waiting for you.

Kuver Books opens on the dashboard after you log in. The left sidebar holds the daily modules (Dashboard, Inventory, Purchase, Sales) and the operation tools (Finance, Reports, Configuration). The top bar holds your user name, a search box, the fiscal year selector, the notification bell and the profile menu. Whatever you open appears on the right of the screen, so you never leave the workspace.

Pay most attention to two things: the fiscal year selector and notifications. Kuver Books keeps each Bikram Sambat accounting period separate. The year you select decides which records you see and which period new entries go into. When you move to a new year, you can still open the earlier year, but you cannot change it (it becomes read-only). Notifications matter because purchase bills, sales invoices, adjustments and stock transfers all wait for approval. The bell tells you when something is waiting.

If Kuver Books is new to you, read these pages in order. If you are setting up a workspace for the first time, read this chapter first. Then go to Configuration to set up company details, tax settings, warehouses, users and opening balances.

Sections in this chapter:

• Log in to Kuver Books
• Find your way around the workspace
• Change your fiscal year
• Read and manage notifications
• Open your profile menu