Uku in English
How to set up and use Uku effectively
Uku user manualEnter tasks, measure time spent on tasks, get an overview of the status of the tasks, and more.
Demo account featuresTry Uku before actually starting work
Getting started with Uku - for the memberGet an overview of your own work and measure the time you spend on it!
Which plan to choose?The functionalities of Solo, Team, and Enterprise plans.
How to filter and save your dashboard?Save your favourite dashboard view with filters you frequently use
How can I start paying for Uku?Subscription to a paid plan and periodic payments
How to switch to a different plan or change the billing frequency?
What is the difference between yearly and monthly billing?
How to activate apps?
Getting started with Uku - for the managerYou have an overview of tasks, clients, members and billing - all in one place!
Getting started with Uku - for the managerYou have an overview of jobs, customers, and users - all in one place!
How to cancel a paid subscription plan?Stop using Uku or start using the Solo plan.
Lock time entriesLock time entries on a weekly or monthly basis.
How to add or change the number of members?Adding and removing a member from your company's account
How to create a company account?There are 3 ways to add a company account in Uku.
How to add a task plan?Add task plans to clients using Uku templates, existing client plans, or by creating tasks manually. Set start dates in bulk when adding recurring tasks from templates.
How to add one template to several clients?
How to use topics?Topics help to group tasks.
Deleting and archiving topicsKeep your list of topics up-to-date
How to use client groups?Segment your clients according to your preference.
Company account settingsReviewing and Personalizing Company Settings
How to access history if you no longer use UkuYour history is accessible to you even if you have stopped using Uku.
Member Roles and Permissions in UkuUnderstanding member roles and permissions is essential for maintaining security and efficiency in your accounting firm. This guide explains how to control who can access client data, manage invoices, and…
How to add members?Uku is perfect for team work!
How to create and use member groups?Share tasks easily between your employees using member groups.
How to change the member(s) assigned to the client?Add, replace, or remove the member from the client’s work schedule.
Member profile in UkuEach Uku user can set up and customize their profile to match their personal preferences for a better work experience.
What to do when an employee has left / How to deactivate a member?Changing an employee's status to inactive is necessary when the employee no longer works at the company or is temporarily inactive.
How to reactivate an inactive member in UkuIf a former team member returns to the company or comes back from maternity leave, how to reactivate their existing account and restore their access.
Task settingsModify tasks as needed
What are custom fields and how to use them?Keep count on entered lines, workers etc.
Uku's new Task viewTask View: communication and Task content updated
Task statusesHow to filter tasks by status
Deleting and archiving a custom fieldKeep your custom fields list up-to-date
How to add a task?Adding a task in Uku is quick and easy. You can enter a lot of useful information as well.
How to delete a task?Delete a task from your dashboard
How to add a recurring task?Add a recurring task to your client's task plan, so you don't have to re-enter the task.
How to set a recurrence for a task?It is worth setting up all the work done periodically as repeat tasks so that no work is forgotten.
How to delete a recurring task?Remove recurring tasks from your dashboard and the client's task plan.
How to add templates?Thinking through and creating templates that meet your needs is a crucial step for a smooth workflow.
Using task dependenciesMake one or more tasks dependent on each other
Time tracking settingsSet the time measurement settings.
How to track time?Tracking the work time spent on work in a way that suits you!
How to set task Due Date in UkuSet due dates for single and recurring tasks with flexible options including specific dates, time-based calculations from start dates, and automatic handling of weekends and holidays. Choose between calendar days,…
How to postpone tasks?Change the deadline for a task
How to mark extra work?Separate regular tasks from extra work.
How to mark tasks as important?Separate tasks with higher priority from others
How to Follow Tasks in UkuFollowing a task lets you monitor progress on work assigned to colleagues without cluttering your own task list. You receive updates when someone comments or makes changes, helping you stay…
Magic buttons
How to group tasks?Sort tasks on the dashboard
How to monitor task status using custom fields?
How to add time to multiple tasks at once?Enter time for several tasks
How to change the order of tasks on the dashboard?Re-order tasks.
How to use time estimation?Set the time that the task is likely to take.
How to Update Client Tasks from Template ChangesPush changes from your company task templates to existing client plans in bulk. Choose which clients, tasks, and task details to update—saving hours of manual work when standardizing processes across…
Understanding the Uku Client CardThe Client Card in Uku brings all your client information together in one place, helping accounting teams work more efficiently and stay organized.
How to add clients?Adding clients allows you to tie a task to a customer and keep all necessary client info in one place
How to Import Clients from Excel?Instead of entering customers one by one, you can use XLSX import for a large customer base.
How to export clients and client contacts?
How to deactivate a client?Remove the clients that you don't serve at the moment.
How to delete a client?Delete your client from Uku.
How to use the client list?Group clients more effectively by adding filters
Client settings and contact roles
How to create a work plan for my client?Create client task plans from templates or from scratch. Set bulk start dates for all recurring tasks at once. Update existing plans when you improve your templates.
How to set up the parent company?
How to use client custom fields?Create client custom fields to add more information for the client
How to update data by import?
How to import contacts from Excel?Behind every successful client relationship are real people – your contacts
Uku Dashboard
Dashboard Features and Settings
Uku Dashboard – how to use and set it upThe Dashboard displays a personal daily task view that can be filtered, sorted, and grouped.
Bulk actions on the dashboardBulk Actions allow you to edit, postpone, log time, or mark multiple tasks as done at once.
How to keep your Dashboard cleanHow to get rid of outdated tasks
How to save your DashboarFilter, customize, and save personalized views in the Uku Dashboard to better manage tasks
How to use the business analytics report?Report gives an overview of tasks that are done and planned for the future.
How to save an office-based report?
How to save a report?If you often use the same filters in your report, it makes sense to save those options.
How to identify overlaps and missing time records?Identify overlaps and gaps between time records
How to use Monitoring in Uku?Uku's monitoring automatically compares your agreed service terms with actual work delivered, helping you identify scope creep before it impacts profitability.
How to effectively use your dashboard?Tips and tricks to organise your day for success.
Bulk actions with clientsAdd templates, edit members, jobs, monitoring, and run integrations at once.
How to use filters?Show only relevant information and create your ideal dashboard
How to use your calendar?Find the way how to customize your calendar
Installing Mini UkuInstructions for installing Mini-Uku.
How to define my regional settings?
Updating VAT rates
Forgot to stop the timer? Here's how to fix it quicklyIf you forget to stop the work timer, you can easily correct it and save the time entry accurately.
Start recurring tasks based on client date fieldsSet recurring tasks to automatically adjust based on your clients’ custom date fields. Perfect for tasks that need to align with client-specific deadlines like payroll, fiscal year-ends, annual reviews, or…
Reassigning tasks during employee absenceWhen an employee is away, their tasks need to be reassigned quickly to keep work running smoothly. Uku’s Dashboard and Calendar help filter, delegate, and reschedule these tasks.
How to see inbound client communications in UkuUse the Catch up tab on your dashboard to instantly view all incoming client emails, team comments, and client portal updates in one place. No more hunting through emails or…
How does billing work in Uku?Uku's automated billing automatically converts tracked time into invoices, integrates with major accounting software, and sends professional invoices from your domain.
Billing Settings in UkuBilling settings let you control invoice creation, numbering, rounding, and email delivery. Set them once and they’ll apply across your whole company.
How to send out invoices from your own domain?
How to manage the content of the invoices that you send out?Send invoices to customers with your own custom subject and content.
How to set up and use contract templates?
How to set up a client contract?The client's contract is the basis for billing. Uku can create an invoice for the client and send it directly to their mailbox.
Billing placeholdersHow to use placeholders?
How to create invoices and send them out from Uku?
How to manage billable and non-billable time?Mark time entries that you want to avoid being included in the client's invoice as non-billable.
How do I set up billing to be done under the parent company?
How to create a prepayment invoice in UkuYou can create prepayment invoices using the Billing app and placeholders.
What to do if the invoice export to the bookkeeping software failedFollow this troubleshooting guide to identify and resolve common invoice export failures.
What to do when invoices don't appear under the parent companyWhen subsidiary invoices don't appear under the parent company, it's usually due to incorrect settings or later-added products.
Why do recurring tasks sometimes not appear in Uku reports or billing, and how can this behavior be managed?In Uku, recurring tasks may sometimes not show up in reports or billing, depending on settings and task status.
How to send an invoice in the client’s languageSet up invoices in the client’s preferred language using Uku’s billing solution.
How to Edit an Invoice in UkuIf your team member can't modify an invoice in Uku, it's usually a simple permission issue that takes less than a minute to fix. This guide walks you through the…
How to set up Billing Debt Reminders in UkuUku's debt reminder system automatically sends up to 3 reminder emails to clients with overdue invoices, helping you get paid faster without manual follow-up. Set timing and content once, then…
Elite Package
Elite Package Features and Benefits
BudgetsBudget allows to add, edit and modify bugdets for clients.
Public APIWith Uku API, you can easily query data, build integrations, and add clients and contacts to Uku.
Actionable Audit LogUku's actionable audit log is an essential tool for maintaining control over your accounting firm's operations
Merit Aktiva / 360 Księgowość integration
How to setup Companies House integration?Use Companies House to fill in data
Getting started with e-conomicIf you use e-conomic to do your accounting then integrating Uku to your workflow takes just a few clicks.
Xero - Uku Integration
Public API
QuickBooks Online - Uku IntegrationGetting started with QuickBooks Online
Tripletex - Uku IntegrationGetting started with Tripletex
FreeAgent - Uku IntegrationAccounting Practice Management Software for FreeAgent Users
How to send automatic emails from Uku?Automate recurring emails.
How to send emails to a client from Uku?Send emails directly from Uku.
How to create, edit, and delete email templates?Email templates ensure fast and correct client communication.
How does the Emails app work?The Emails app allows you to send one-time or automatic emails directly from Uku.
How to activate and set up Uku's Emails app?Improve your communication with Email app.
How to send emails in bulk?Send emails in bulk
How to add a signature to an emailAdd a company-branded or personal signature to your email to leave a professional impression.
How to redirect the sender of automated emails?The sender of automated emails can be redirected to a new email address if needed.
Email sending errors in Uku: causes and solutionsWhat to do if emails are not being sent? How to identify failed emails and how to resend them, either one by one or in bulk.
Turn an Email into TaskUku allows you to quickly convert incoming emails into actionable tasks by forwarding them to a designated address.
What to do when you get "Authentication failed" error while sending emails or invoicesThe "Authentication failed" error indicates that your email account connection with Uku is disrupted and needs reconnecting.
Incoming emails in UkuEmails simplify communication with clients and are visible on the Catch up tab.
How to Send Emails from Uku - Complete GuideConnect your email account (Gmail, Microsoft 365, or custom SMTP) to Uku to send invoices, automate recurring emails, and manage client communication. All emails are tracked in client communication history.
How does Uku's Client Portal work?Unite accountants and clients under the client portal.
Client Portal in Uku's Elite PackageCustomize Your Client Portal Menu
How does communication between the accountant and the client work?
How to use the client portal tasks to collect documents from clients?Assign tasks to client portal to request for documents you need
How to use document management in the client portal?
How to activate and set up the Projects app?Set up the projects app to manage project-based work
How to create a workflow template?
How to add a new project?
How to change a project?
How to get the most out of the Uku Report?
How to Use Project Statuses in Ukuroject statuses help you track where each project stands in your workflow. Create custom statuses, filter your project list, group dashboard tasks by status, and generate status-based reports to manage…
How to Store and Manage Documents in UkuUku integrates with Google Drive, OneDrive, SharePoint, and Dropbox. Upload a document once; it syncs to your repository and appears on client cards, tasks, the client portal, and incoming emails.…
How to Fetch Bank Statements and Collect Missing DocumentsWith Uku’s client portal, you can easily fetch bank statements, collect missing documents, and automate document management.
Connecting SharePoint with UkuThe integration requires adding three key values: Site URL, Client ID, and Client Secret.
Workforce
Manage your entire team from a single platform
Workforce ManagementSimplify employee information management and optimize workforce planning
Office attendance trackingFollow the agreed office and home office hours.
e-Signature
Request and collect e-signatures in one software solution, ensuring smoother client communication and faster signed documents.
e-Signature. How to activate?With e-signatures, you can conveniently approve documents and have clients confirm reports — securely and regardless of location.
E-signature function in the taskRequest signatures from both clients and team members on a single document. Perfect for engagement letters, tax returns, and compliance documents that require multiple parties to sign.
Uku Updates
Here is up-to-date information about Uku’s updates
Use Uku on your phone – save it to your Home ScreenSave mini- Uku it to your Home Screen like an app for quick access.
How to order Uku plans?Your Subscription Plan
How to reset my password?To change your password (or get one) you only need your email address
How to delete my Uku account?
How does Uku's referral program work?Get 30€/£/$ when a friend becomes a Uku user
What to do if I cannot log in to UkuTips if you get an error "Unknown name"
How to restore deleted tasks in UkuWhether you accidentally deleted a task or it seems to have disappeared, Audit Log feature helps you track down and restore your work.
How to delete documentsDocuments cannot be deleted directly from the document list, but only through the tasks where they were added.
How can I manage task visibility and prevent issues like incorrect start dates or unwanted past tasks in Uku?