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Uku basic concepts and glossary
Navigate Uku — sidebar, search, and quick actions
Uku plans explained — Team, Elite, Enterprise
Switch between companies in Uku
Notifications and activity log
Best Practices
The weekly missed-billing review — a 15-minute habit
Onboard a new client in Uku — the complete playbook
Migrating from another practice management tool to Uku
Setting up Monitoring for a small firm — practical, not exhaustive
Onboarding a new team member in Uku
Using Uku data for pricing conversations
Running a remote or distributed team in Uku
Running a weekly firm review with Uku
Running tax season in Uku — workflows, monitoring, and billing
Using the Client Portal without overwhelming your clients
Workflow templates for bookkeeping firms — build once, apply everywhere
Year-end close in Uku — a practical checklist
Clients & Contacts
Add and edit clients
Anti-money laundering (AML) compliance
Understanding the client view
Look up UK companies with Companies House
Client and contact custom fields
Deactivating vs deleting a client
Client groups and organization
Import and export clients
Managing contacts
Notes and note templates
Suppliers
The client list
Tasks & Workflows
Add and edit a task
Bookmarks
Bulk actions on the dashboard
Calendar settings — what to show on your calendar
Client workflow templates
Create tasks from email
Dashboard Later and Catch up tabs
Dashboard — how to use and set it up
Effectively use your dashboard
Set a task's due date
Filters and grouping
Follow tasks
Mark tasks as important
Magic buttons
Task placeholders
Postpone tasks
Set up and manage recurring tasks
Recurring tasks from client dates
Restore deleted tasks
Task audit log and copying tasks
Task billing settings
Task checklists
Task settings
Task statuses
Task view overview
Manage task visibility and prevent unwanted past tasks
Update client tasks from template changes
Topics
Your calendar
Using task dependencies
What are custom fields and how to use them?
Projects
Activate and set up the Projects app
Add a new project
Projects advanced features
Change a project
Project statuses
Create project workflow templates
Time Tracking
Manage billable and non-billable time
Add time to multiple tasks at once
Forgot to stop the timer? Here's how to fix it quickly
Lock time entries
Time tracking settings
Track time
Time estimation
Workforce & Flextime
See and change the Flextime agreement
Activate and set up the Flextime app
Mark extra work
Office attendance tracking
Reassigning tasks during employee absence
Submit a vacation, absence, or remote work request
Workforce Management
Billing
Connect a client to accounting software
Client budgets
Renewing and updating client contracts
Set up and use contract templates
Set up contracts
Credit notes and corrections
Set up billing debt reminders
Deleting and archiving products
Manage invoice content and email templates
Edit an invoice
Send an invoice in the client's language
Invoice lifecycle and bulk actions
Create a prepayment invoice
Invoice templates and formatting
Create and send invoices
Send invoices from your own domain
Find and manage missed billing
Billing overview — how the Billing module works
Set up billing under a parent company
Billing permissions
Billing placeholders
Create a combined (hourly or per piece) product
Product fields
Create a fixed price product
Create an hourly-based product
Create a per-piece-based product
Set up task-triggered products
Create products
Billing settings — defaults, rounding, numbering, email
Tax and VAT setup
How topics connect to billing
Reports
Activity log vs Audit Log — what is the difference?
Audit Log
Export reports
Review and edit flextime balances in Report
Flextime tab in Report
Monitoring
Reports overview
Summary tab in Report
Tasks tab in Report
Identify overlaps and missing time records
Time tab in Report
BI Analytics
AR Aging (Receivables Aging)
Billing & Payments category
Billing Gap
Billing Health
Budget Overview
Capacity planning report
Column groups and table customization
Embedded views in client and member pages
Filters, bookmarks, and custom views
Gauges explained
Health signals reference
KPI glossary
Monitoring category
Monitoring Overview
BI Analytics overview
Period comparison (YoY vs adjacent)
Perspectives and hierarchies
Production by Members
Production by Topics
Production category
Production Overview
Revenue by Members
Revenue by Services
Revenue & Profitability category
Revenue Overview
Service Lines
Setup and company defaults
Utilization & Capacity category
Utilization Overview
Work Completion
Client Portal
Customize the Client Portal navigation menu
E-sign documents in the Client Portal
eSignatures guide
Grant Client Portal access to a contact
Log in to the Client Portal
Client Portal overview
Update your Client Portal profile and notification settings
Send messages and requests in the Client Portal
Set up and configure the Client Portal
Switch between companies in the Client Portal
Task Client Portal settings
Upload files in the Client Portal
Checklists in the Client Portal
View and complete tasks in the Client Portal
Settings
Additional apps and features
Bulk-assign or reassign clients across team members
Company settings guide
Email app settings and configuration
Mailbox — email outbox and delivery log
Manage members
Bulk actions and exports on the Members page
Member groups
Member profile tabs and what each one does
Roles and permissions guide
Security and login methods
Settings & Apps overview
Subscription and plan management
Integrations
Setting up accounting integrations
API key accounting integrations
Documents app — Google Drive, Dropbox, and SharePoint integration
Connect e-conomic to Uku
Connect Fortnox to Uku
Connect FreeAgent to Uku
Public API
Connect QuickBooks to Uku
Connect SharePoint to Uku
Connect Xero to Uku
What's New
Help center relaunch
April 2026
March 2026
February 2026
January 2026
November 2025
September 2025
June 2025
Settings, task placeholders & audit log
November 2024
Client portal custom links & improvements
August 2024
June 2024
May 2024
April 2024
March 2024
February 2024
January 2024
December 2023
October 2023
August 2023
July 2023
June 2023
April 2023
March 2023
February 2023
December 2022
June 2022
May 2022
April 2022
February 2022
December 2021
November 2021
October 2021
Bulk actions, templates & improvements
July 2021
What's New
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December 2022
New features
Section titled “New features”
Emails app
– send emails directly from Uku and automate recurring emails. Read more about the app.
Choose a replacement while deactivating a member
.
