Uku in English
How to set up and use Uku effectively
By Rain1 author217 articles
Install & AccessInstall Mini Uku desktop widget and save Uku to your phone's home screen.2 articles
Common QuestionsLogin issues, password resets, account access, and referral program.4 articles
Create Your AccountRegister your firm, explore the demo account, or migrate from Solo to a paid plan.3 articles
Choose Your PlanCompare Solo, Standard, and Elite plans. Switch plans or change billing frequency.4 articles
Learn the BasicsUser manual, getting started guides for managers and members, app activation, and dashboard setup.5 articles
Client Settings & OrganizationClient cards, custom fields, client list views, bulk actions, parent companies, and client groups.7 articles
Add & Import ClientsAdd clients manually, bulk import from Excel, import contacts, and update existing data.4 articles
Work Plans & DocumentsTask plans, document storage and management, exports, and client onboarding.4 articles
Deactivate & DeleteDeactivate clients to preserve history, or permanently delete them.2 articles
Create & Manage TasksAdd tasks, set due dates, prioritize, postpone, delete, restore, and track dependencies.9 articles
Templates & Recurring TasksSet up recurrences, create templates, bulk-assign to clients, placeholders, and date-based triggers.10 articles
Dashboard & ViewsCustomize your dashboard, save views, filter and group tasks, bulk actions, calendar, and analytics.10 articles
ProjectsActivate the Projects app, create and manage projects, track statuses and phases.4 articles
Task Settings & CustomizationTopics, custom fields, magic buttons, email-to-task, task visibility, and monitoring settings.9 articles
Common QuestionsRecurring tasks not appearing, incorrect start dates, and other common task issues.1 article
Time TrackingStart timers, log hours, track billable time, set estimates, lock entries, and configure settings.8 articles
Time ReportsSaved reports, monitoring, time overlaps, missing records, and office-based reports.5 articles
Flextime & AbsenceManage vacations, sick leave, remote work, Flextime agreements, office attendance, and task reassignment.7 articles
Getting Started with BillingUnderstand how billing works in Uku and configure your billing settings.2 articles
Products & PricingFixed price, hourly, per-piece, combined, and additional service products. VAT rates and placeholders.10 articles
Create & Send InvoicesCreate, edit, and send invoices. Credit notes, prepayments, debt reminders, and multi-language invoices.9 articles
Contracts & BudgetsClient contracts, contract templates, budgets, and parent company billing setup.4 articles
Your Uku SubscriptionFind your Uku invoices, manage your subscription, or cancel your plan.3 articles
Common QuestionsInvoice export errors and other billing troubleshooting.1 article
Accounting SoftwareXero, QuickBooks, FreeAgent, Merit Aktiva, e-conomic, Tripletex, and Companies House integrations.7 articles
API & Data ImportPublic API documentation and data import/update guides.1 article
Cloud StorageConnect SharePoint with Uku for cloud-based document storage.1 article
E-SignaturesActivate e-signatures, use them in tasks, and review the audit log.3 articles
Document CollectionDocument requests, bank statement collection, portal tasks, and file management.3 articles
Portal OverviewHow the Client Portal works, setup guide, and Elite Package customization options.3 articles
CommunicationAccountant-client messaging, comments, notifications, and the Catch Up view.2 articles
March 2026Billing, Tasks & Email improvements
February 2026Faster and more beautiful new Uku v3
January 2026AML Compliance & Contact Search
November 2025Billing Automation & Debt Reminders
September 2025eSigning & Recurring Tasks
June 2025New dashboard: Later, Catch Up
April 2025Multi-Checklists & Dropbox
February 2025New Task View
December 2024Settings & Tasks
November 2024Audit Log & Workforce Management
October 2024Clients & Client Portal
September 2024Integrations & FreeAgent
August 2024Emails & Placeholders
June 2024Calendar & Flextime
May 2024Clients & Calendar
April 2024Billing & Members
March 2024Clients & Language
February 2024Web App & Xero integration
January 2024Client search & Emails
December 2023Billing & Flextime
November 2023Calendar & Member profile
October 2023Digitise client documents
September 2023Client-based products & Create contracts
August 2023Flextime & Failing emails announcement
July 2023Disallowing personal clients & Notification
June 2023Default dashboard & Lock company settings
May 2023Pagination & Business Register
April 2023Client contacts export
March 2023Task topics & Mandatory custom fields
February 2023Reorganisation of Settings and App store
January 2023Duplicated tasks & Future time entries
December 2022Emails app & Choose a replacement
November 2022Archiving client groups & Deactivated client’s
October 2022More detailed time tracking & Recurrence quick action
September 2022Uku identifies overlapping & Task dependency
June 2022Uku public API & Archiving products
May 2022New filter
April 2022Add new products
March 2022Invoice templates & Changes
February 2022Quick action & Task setting
January 2022Following tasks & User groups
December 2021Magic buttons & Task notes
November 2021Invoice payment status & New setting ‘Keep the task
October 2021Integration & Update client data
September 2021Bulk actions & ‘Clients’
July 2021Export invoices & New column ‘Updated’
Set Up EmailsActivate the Emails app, understand how it works, configure senders, and add signatures.4 articles
Send & ManageSend individual and bulk emails, use templates, manage incoming messages, and automate sending.6 articles
Common QuestionsEmail sending errors, authentication failures, and common email troubleshooting.2 articles