Easy Process Manual

Task-by-task guides for running a business in Easy: what to set up, in what order, and what to check. Each guide ends with a Check before you continue box. The rules and the reasons behind them live in Easy's own Help; the guides link there instead of repeating them.

Choose your area

Area	What it covers	Start with
Getting started	Setting up the company, opening balances, people and access	Set up your company
Sales	Invoice branding, invoices, quotes, chasing payment, credit notes	Invoice branding
Purchases	Bills, bills by email, paying suppliers, purchase orders, landed costs	Enter and approve a bill
Banking and cash	Importing statements, bank reconciliation, receipts, payments and transfers	Bank reconciliation
Tax and compliance	Monthly VAT and PAYE returns, company and personal tax returns	Monthly VAT and PAYE returns
Accounting	Journals, month-end close, prepayments, assets, grants	Month-end and closing a period
Reports and year-end	Reading the reports, annual statements, dimensions	Reading the financial reports
Stock, jobs and planning	Items and stocktake, jobs, budgets, cash flow forecast	Items, stock and stocktake
Payroll	Set-up, every pay run, monthly payments, leave, returns	Set up payroll
Settings and administration	Approvals, emails, integrations, audit, billing	Approvals and controls

The chapter list shows every chapter with who it is for and when you do it.

About the 'More detail' links

Each guide links to the matching page of Easy's own in-app Help, which holds the rules and the reasons. Those pages open inside Easy, so they ask you to sign in to Easy first.

The whole manual is also one PDF: Download the Easy Process Manual (PDF).