Uku user manual
TL;DR: This guide walks you through getting started with Uku, from creating your account and adding team members to managing clients, work plans, dashboards, reports, and time tracking.
Who can do this
Any user can create a personal Uku account
A business account is required to add members and import clients
Admin rights are needed to manage member permissions
The Complete Starting Tutorial for Uku
As soon as you have created an account on Uku, the accounting practice management software, you enter the Uku dashboard.
1. Create an account
Joining Uku takes just a few minutes. All you need to do is enter your email address and phone number or create an account through Google.
2. Add members
Uku is an ideal teamwork tool; even adding members is easy. There are three ways to do this, but remember that adding a member requires a business account.
Ways to add members
Upon signing up - add members during the initial setup process
From the main menu - select Members from the main menu to add and manage members
When adding a client - you can also add a new member while adding a new client
Member permission levels
Member - only sees clients assigned to them
Admin - sees all clients and related information
Inactive - cannot see any office clients
3. Adding clients
Be it a one-person operation or a multi-employee company, it is logical to add the client to the Uku system when working for someone else. Adding clients allows tasks to be linked to the client.
To add a client
Select Clients from the main menu.
Select + ADD CLIENT.
Enter the client's name and, if necessary, the contact person through whom the communication will occur.
Select the members associated with the client.
If more than a dozen clients need to be added at a time, it is wise to import the data. Remember, clients can only be imported with a company account.
4. Approval of the work plan
An important part of using Uku is creating appropriate work plans for your clients to ensure all the necessary work is done. Attaching all documents, agreements, and notes related to the client to the client profile is possible.
Steps to approve a work plan
Select or create a suitable work template.
In the case of a prepared template, make adjustments if necessary.
Approve the plan.
5. Using the dashboard and calendar
Uku helps you plan and prioritise tasks and assists you with their implementation. An organized workday increases productivity and reduces stress.
Tips for more efficient work
Group your dashboard - personalize your dashboard using grouping options.
Mark important tasks and extra work - use the flag icon for important tasks and the currency icon for extra work.
View tracked time and time estimates in the calendar - see how many tasks have time tracked and how many you have predicted time for.
Show tax due dates and public holidays in the calendar - Uku displays important dates for the accountant in the calendar.
6. Using the business analytics report
Using Uku to plan work, complete tasks, and measure time, you gather the data you need to put it to work for you in the report. Different filter options let you search for the information you want by client, user, and subject. The report can be found in the main menu.
Report sections
Summary - displays the time spent by client and distinguishes extra work. Use grouping for more details.
Tasks - tasks that are done, not done, and planned.
Time - an overview of all time entries. Use filters to get a more accurate overview.
Once you have selected the appropriate filters, save the report and later open a report with filters already saved from the main menu.
Learn how to use the report and save the report.
7. Time tracking
When working in Uku, you can track time, but this is not mandatory. Tracking time provides the option of having an overview of the time spent at work.
Work time can be tracked with a timer, entered manually, or by estimation.
Troubleshooting
I cannot add members to my account. Adding members requires a business account. Upgrade from a personal account in Settings to enable this feature.
Client import fails or shows errors. Ensure you are on a company account and that your import file follows the required format. Check for duplicate entries or missing required fields.
My dashboard does not show tasks I expect to see. Verify the grouping and filter settings on your dashboard. Tasks may be hidden by active filters or assigned to a different member.
Time tracking data is not appearing in reports. Make sure the time was tracked against the correct client and task. Adjust report filters for date range, client, and member to locate the entries.