Managing Contacts and PreSales

Focuses on client/vendor relationships and early-stage sales.

Getting Started with Kyro

Registration and Login
Navigating the Dashboard

Managing Contacts and PreSales

Customer and Vendor Management
Proposals and Retainers

Banking, Income, and Expenses

Banking and Account Transfers
Recording Income and Invoices
Tracking Bills and Payments

Core Double Entry Accounting

Analyzing the Balance Sheet
Chart of Accounts and Journal Entries
Financial Reports and Ledgers
Using the Trial Balance

Inventory and Business Tools

Budget Planner and Goals
Contract and Asset Management
Managing Products and Stock

Administration and Settings

User and Role Management
System Settings and Constants
Super Admin Controls & Plan Requests
Email and Notification Templates
Print Settings Customization

Advanced Reports & Constants

Financial Reports Summary
Managing System Constants
Webhook and Twilio Integration