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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 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?Thinking it through and creating templates that fit your needs is key to a smooth workflow.
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 settings
How to access history if you no longer use UkuYour history is accessible to you even if you have stopped using Uku.
How to add members?Uku is perfect for team work!
Member roles and permissionsUser role defines what actions user is allowed to perform
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.
How to deactivate a member?Remove an employee from Uku
Task settingsModify tasks as needed
What are custom fields and how to use them?Keep count on entered lines, workers etc.
Deleting and archiving a custom fieldKeep your custom fields list up-to-date
Task statusesHow to filter tasks by status
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 a due date?
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?Keep an eye on colleagues' tasks.
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.
Follow a task
How to use time estimation?Set the time that the task is likely to take.
Client settings and contact roles
How to use client custom fields?Create client custom fields to add more information for the client
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?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
How to create a work plan for my client?Make a work plan that suits the client so that all the work is written down correctly.
How to set up the parent company?
How to update data by import?
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 does monitoring work?Uku monitoring is the best way to monitor customer agreements and real workload
How to effectively use your dashboard?Tips and tricks to organise your day for success.
Bulk actions on the dashboardMake changes to multiple tasks at once
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
How does billing work in Uku?
Setting up the Billing appHow to set up the Billing app according to your needs.
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 create products?Create products of the services your accounting firm is offering to your clients.
Deleting and archiving products in UkuKeep your list of products up-to-date
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?
Elite Package
Elite Package Features and Benefits
BudgetsBudget allows to add, edit and modify bugdets for clients.
Client Portal in Uku's Elite PackageCustomize Your Client Portal Menu
Public APIWith Uku API, you can easily query data, build integrations, and add clients and contacts to Uku.
Workforce ManagementSimplify employee information management and optimize workforce planning
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 use the Flextime report?The Flextime report provides a convenient overview of the members' work time.
How to see and change the Flextime agreement?
How to submit a vacation and absence application?Vacation and overtime management are easy and convenient with the Flextime app.
How to activate and set up the Flextime app?Get an overview of your team's working hours, overtime, and vacation balance.
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 emaiAdd a company-branded or personal signature to your email to leave a professional impression.