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Practical steps to set up each system and get everyday work done. Can't find what you need? Reach us on WhatsApp or book a demo. For accounting and tax concepts, see the guides.
Getting started
Accounting
Set up Cutme Accounting
Fiscal year, chart of accounts, opening balances, cash and bank accounts, users.
Issue a sales invoice
Create, check and post a sales invoice with VAT.
Record a customer payment
Record money received, including tax the customer withheld.
Record a purchase and pay a vendor
Purchase invoices, withholding on vendors, and payments.
Post and reverse a journal entry
Manual entries, cost centres, posting and correcting by reversal.
Prepare and settle the VAT return
Calculate output and input VAT for a period and post the settlement.
Run payroll in Accounting
Employees, payroll periods, payslips and posting to the ledger.
Read your accounting reports
Trial balance, ledgers, financial statements and statements of account.
Close the financial year
Post the closing entry and lock the year's periods.
Warehouse & Inventory
Set up Cutme Warehouse
Categories, products with barcodes and opening stock, suppliers, customers and users.
Receive stock with a purchase
Record a purchase to add stock, and a purchase return to send it back.
Sell from stock
Create a sales order (pre-invoice) that cannot oversell, and handle returns.
Count stock and correct balances
Enter counted quantities and keep a history of every adjustment.
Use the stock reports
Low stock, fastest-moving and dead stock, active customers and suppliers.
CRM
Set up Cutme CRM
Pipeline stages, lost reasons, users and importing your leads.
Work your sales pipeline
From lead to customer: stages, won and lost.
Plan calls, meetings and follow-ups
Schedule activities on leads and opportunities and complete them.
Human Resources
Set up Cutme HR
Organisation structure, employees, logins and roles.
Track attendance and shifts
Shifts, manual entry, fingerprint import, employee clock-in and closing a day.
Manage leave requests
Leave types and balances, requests, and manager / HR approval.
Run payroll in HR
Salaries, allowances and deductions, advances, monthly payroll and payslips.