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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
Change your language
Best Practices
Onboard a new client in Uku — the complete playbook
Migrating from another practice management tool to Uku
Monitoring setup for a small firm
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
Tax season in Uku — workflows and billing
Using the Client Portal without overwhelming your clients
Workflow templates for bookkeeping firms
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 — Manage Vendor Relationships in Uku
The client list
Tasks & Workflows
Add and edit a task
Bookmarks — Save Filtered Views in Reports and Dashboards
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 — Get Notified When Tasks You Watch Change
Mark tasks as important
Magic Buttons — Automate Task Actions with One Click
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 email automation
Task settings
Task statuses
Task view overview
Manage task visibility and prevent unwanted past tasks
Update client tasks from template changes
Topics — Categorize Tasks for Reports and Billing
Your calendar
Using task dependencies
Custom Fields for tasks, clients, and members
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
Fix a runaway timer
Lock time entries
Time tracking settings
Track time
Time estimation
Workforce & Flextime
Approve or decline vacation requests
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
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 — See Client and Task Events in a Timeline
Activity log vs Audit log
Audit Log — Track Every Change to Tasks and Clients
Export reports
Flextime in Report
Monitoring — Track Client Deadlines and Task Progress
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
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
Set up and use eSignatures
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
Delete your account
Email app settings and configuration
Expired subscription
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
Companies House
Connect Directo to Uku
Documents app — Drive, OneDrive, Dropbox
Connect e-conomic to Uku
Connect Fortnox to Uku
Connect FreeAgent to Uku
Connect Google Calendar via Zapier
Connect Merit Aktiva to Uku
Public API — Connect External Tools to Uku
Connect QuickBooks to Uku
Connect Scoro to Uku
Connect SharePoint to Uku
Connect SmartAccounts to Uku
Connect Trigon to Uku
Connect Tripletex to Uku
Connect Xero to Uku
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What's New
December 2022
Last updated: Apr 30, 2026
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
.
