Articles in this topic
5 articlesApplication overview and navigation
This article walks you through the layout of the Symfio application at go.symfio.app: what you find in the left menu, what the icons in the page header do, and where the administration pages are.…
Adding a company
A company is the basic unit in Symfio – data sources are connected to a company, account categorization is set up per company and users are added per company. This article explains how to create a…
Company settings
On the Settings tab of the company detail you define how Symfio reads the accounting data of that company: which account classes count as revenue and expenses, from which date data is processed…
Managing users and roles
On the Users tab of the company detail you invite colleagues to Symfio, assign them a role and decide which reports and administration pages of that company they can see. Use this article when a new…
Subscription
A subscription is the top-level unit in Symfio that groups the companies and users of one customer. This article explains what a subscription is for, where to find it and how it relates to the…