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Step-by-step guides, page-by-page tours, and answers to the questions we hear most often. Pick a topic to get started.

Get started with Solavel → Set up bookkeeping in Solabooks → Open a secure link → Common issues →

Getting started

5 pages
Welcome
/docs
What is Solavel?
/docs/overview
How Solavel works
/docs/how-solavel-works
Sign in
/docs/access-login
User types
/docs/user-roles

Solavel

8 pages
Workspace Home
/docs/solavel/dashboard
Your workspace
/docs/solavel/client-portal
Workspace Settings
/docs/solavel/workspace-settings
Account types
/docs/solavel/account-types
Workspace builder
/docs/solavel/workspace-builder
Organizations
/docs/solavel/organizations
Subscriptions & billing
/docs/solavel/subscriptions
Account settings
/docs/solavel/settings

Solabooks — getting started

7 pages
Overview
/docs/solavel-finance/index
Getting started
/docs/solavel-finance/getting-started
Dashboard
/docs/solavel-finance/dashboard
Calendar
/docs/solavel-finance/calendar
Global search
/docs/solavel-finance/global-search
Setup wizard
/docs/solavel-finance/setup
Chart of accounts
/docs/solavel-finance/chart-of-accounts

Solabooks — master data

6 pages
Customers
/docs/solavel-finance/customers
Suppliers
/docs/solavel-finance/suppliers
Products & services
/docs/solavel-finance/products-services
Inventory
/docs/solavel-finance/inventory
Pricing & price lists
/docs/solavel-finance/pricing
Dimensions & custom fields
/docs/solavel-finance/dimensions-custom-fields

Solabooks — sales (AR)

8 pages
Quotes
/docs/solavel-finance/quotes
Sales orders
/docs/solavel-finance/sales-orders
Invoices
/docs/solavel-finance/invoices
Sales receipts
/docs/solavel-finance/sales-receipts
Credit notes
/docs/solavel-finance/credit-notes
Refund receipts
/docs/solavel-finance/refund-receipts
Retainers
/docs/solavel-finance/retainers
Customer portal
/docs/solavel-finance/customer-portal

Solabooks — purchases (AP)

7 pages
Bills
/docs/solavel-finance/bills
Purchase orders
/docs/solavel-finance/purchase-orders
Debit notes
/docs/solavel-finance/debit-notes
Supplier refunds
/docs/solavel-finance/supplier-refunds
Landed costs
/docs/solavel-finance/landed-costs
Expenses
/docs/solavel-finance/expenses
Mileage
/docs/solavel-finance/mileage

Solabooks — money & ledger

6 pages
Payments
/docs/solavel-finance/payments
Banking & reconciliation
/docs/solavel-finance/banking
Journal entries
/docs/solavel-finance/journals
Recurring transactions
/docs/solavel-finance/recurring
Multi-currency
/docs/solavel-finance/multi-currency
Base currency adjustments
/docs/solavel-finance/base-currency-adjustments

Solabooks — accounting & control

10 pages
Taxes & VAT
/docs/solavel-finance/taxes-vat
Fixed assets
/docs/solavel-finance/fixed-assets
Budgets
/docs/solavel-finance/budgets
Projects & finance
/docs/solavel-finance/projects-finance
Timesheets
/docs/solavel-finance/timesheets
Project profitability
/docs/solavel-finance/project-profitability
Workflow & approvals
/docs/solavel-finance/workflow-approvals
Fiscal years & lock dates
/docs/solavel-finance/fiscal-years-lock-dates
Reports
/docs/solavel-finance/reports
Scheduled reports
/docs/solavel-finance/scheduled-reports

Solabooks — documents & settings

4 pages
PDF templates
/docs/solavel-finance/pdf-templates
Documents library
/docs/solavel-finance/documents
Settings
/docs/solavel-finance/settings
API access
/docs/api

Customer portal

5 pages
Overview
/docs/customer-portal/overview
Secure document links
/docs/customer-portal/secure-document-links
Public quote links
/docs/customer-portal/public-quote-links
Time approvals
/docs/customer-portal/customer-time-approvals
Project shares
/docs/customer-portal/project-shares

How-to guides

8 pages
Get started with Solavel
/docs/user-guides/start-solavel
Set up bookkeeping in Solabooks
/docs/user-guides/start-finance-bookkeeping
Invite a team member
/docs/user-guides/invite-team-member
Create an invoice
/docs/user-guides/create-invoice
Record a payment
/docs/user-guides/record-payment
Run a report
/docs/user-guides/use-reports
Send a document to a customer
/docs/user-guides/send-document-to-customer
I received a secure link — what now?
/docs/user-guides/customer-secure-link-guide

Reference

3 pages
Accounting rules
/docs/reference/accounting-rules
Common issues
/docs/reference/troubleshooting
Glossary
/docs/reference/glossary
77 pages across 12 sections ← Back to Solavel