The Complete Starting Tutorial for Uku - Accounting Practice Management Software
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.
Add members:
Upon signing up,
From the main menu - Select “Members” from the main menu to add and manage members,
Adding a client - you can also add a new member when adding a new client.
After adding members, specify their rights:
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's 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 “Client” from the main menu and “+ 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 to the Uku system 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.
For the approval of the work plan:
Select or create a suitable work template.
In the case of a prepared template, you can make adjustments if necessary.
Approve the plan.
5. Using the dashboard and calendar
Uku helps you plan and prioritise tasks and assist you with their implementation. An organized workday increases productivity and reduces stress.
For more efficient work:
Group your desktop - personalize your desktop using grouping.
Mark important tasks and extra work - use a flag for important tasks and €-sign for extra work.
View the tracked time and time estimate in the calendar - see how many tasks have time tracked to 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 the client, user, and subject. The report can be found in the main menu.
Report displays:
Summary - displays the time spent by the 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 in the main menu.
Learn how to use the report and save the report.
7. Time tracking data
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.