Learn the Basics
User manual, getting started guides for managers and members, app activation, and dashboard setup.
By Rain1 author5 articles
Uku user manualA step-by-step getting started guide for Uku covering account creation, adding members, managing clients, work plans, dashboards, reports, and time tracking.
Getting started with Uku - for the managerSet up your accounting firm in Uku step by step: invite team members, import clients, configure task plans, email templates, billing, reporting, and monitoring.
Getting started with Uku - for the memberGet started as a team member in Uku: add clients, create recurring task plans, manage daily tasks on the dashboard, and track time spent on your work.
How to activate apps?Learn how to activate additional apps in Uku from Settings & Apps to extend your practice management capabilities during the free trial or on a paid plan.
How to filter and save your dashboard?Learn how to use dashboard filters in Uku to focus on specific tasks, and save your filtered views for quick access as default or custom dashboards.