Getting started

NaliSuite is one workspace for the whole business: contacts, sales, invoices, accounting, stock, point of sale, people, payroll, projects, support, documents and marketing. Each workspace has its own address (yourbusiness.nalisuite.com or your own domain), its own database and its own users.

Your first ten minutes

  1. Sign in at your workspace address with the owner account created at signup, or with Google or Microsoft if your administrator switched that on.
  2. Check your company under Settings → Companies: legal name, tax identification number, address, currency and logo. These appear on every document you send.
  3. Switch on the apps you need from the getting-started checklist on the dashboard. Each app adds its own menu group; nothing you leave off gets in the way.
  4. Invite your team under Settings → Users and give each person a role. Owners and admins see everything; members see what their role allows.
  5. Send something: a quotation, an invoice or a payslip. Every document is a branded PDF that can be emailed or shared on WhatsApp.

Finding your way around

The sidebar groups screens by what you are doing: Sales, Purchases, Inventory, People, Projects, Support, Documents, Accounting and Settings. The Me group holds your own pages (payslips, leave, expenses, attendance) and the app installer. The search box at the top finds contacts, products, invoices and tickets by name or number.

Every list has filters, column choices, bulk actions and an export to spreadsheet. Every record has an activity timeline showing who changed what and when.

The help button

The question mark in the top bar opens the page of this guide that explains the screen you are on. The user menu also links to the help centre, the status page and support.

Languages and formats

Each user picks their own language (English, French, Portuguese, Arabic or Swahili) and time zone from their profile. Date and number formats, the first day of the week and the fiscal year start are set per workspace under Settings → General.

Where to go next

Sell and get paid →