Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.

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First steps in a new administration

Key concepts

Financial periods
KPIs and KPI types
Sectors and company types
Sector reference
Labels
Map accounts to labels

Financial reports

Administration dashboard
Standard reports overview
Ratio reference
Use a custom report
Beta

Personnel reporting

Personnel data sources
Personnel dashboard
Personnel KPIs and efficiency ratios
Social periods and financial years

Benchmarking

How benchmarking works
Create peer groups
Read benchmarks

Triggers and alerts

How triggers and alerts work
Work with alerts

Forecasts and tax prepayments

How forecasts work
Create and edit a forecast
Use forecasts in reports
Tax prepayments and scenarios

Capital gains tax

Capital gains tax basics
Calculate capital gains tax

Meetings

Meeting basics
Start and run a meeting
Notes, action points and summaries
Publish a meeting to your client

To cover

Benchmarking

Read benchmarks

Read benchmarks in charts, KPI cards and boxplots.

This page is a draft. The list below shows what it will cover.

To cover

Charts
Showing and hiding benchmarks
KPI cards and boxplots
Switching peer group
Turning benchmarks off

Create peer groups

How triggers and alerts work

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