Follow this guide to set up your account and start using NuMetric effectively.
This article is designed to guide you through the full setup journey — from initial configuration to your first transactions. It provides a clear sequence of steps, with short explanations to help you move forward quickly.
Each step includes links to more detailed articles if you need deeper guidance.
What This Guide Covers
All required setup steps in the correct order
A brief explanation of what to do at each stage
Direct links to detailed instructions for each step
How to Use This Guide
Think of this article as your starting point:
👉 “What should I do?” → answered here
👉 “How do I do it?” → explained in each step
You don’t need to complete everything at once. You can follow the steps at your own pace and return anytime.
💬 Need help? You can contact support at any step — no need to figure everything out on your own.
Step 1 — Set Up Your Business
Start by configuring your business details and core settings. This step ensures your account is aligned with your company information and any applicable tax or e-invoicing requirements.
What You Need to Do
Add and review your company details
Configure tax settings
Activate e-invoicing integration (if applicable in your country)
Learn More
Step 2 — Configure Your Financial Base (Accounting)
Set up your financial structure to ensure all transactions are recorded accurately from the start. This step focuses on reviewing your accounts and preparing your balances.
What You Need to Do
Review your Chart of Accounts (no need for deep changes unless required)
Add your bank and cash accounts
Enter opening balances if you are migrating from another system
Learn More
Step 3 — Add Your Network (Sales & Purchases)
Set up your customers and vendors to start managing your sales and purchase activities smoothly.
What You Need to Do
Add your customers for invoicing and sales tracking
Add your vendors for recording purchases and expenses
Learn More
Step 4 — Add What You Sell (Inventory / Services)
Set up your products and services to start recording sales and managing your offerings effectively.
What You Need to Do
Add your products and/or services
Define pricing for each item
Organize your items as needed
Learn More
Step 5 — Start Your First Transactions
Begin using your account by recording your first transactions. This is where your daily operations start to take shape.
What You Need to Do
Create your first invoice
Record your first expense or bill
Add your first payment
Learn More
Step 6 — Check Your Dashboard
Review your dashboard to understand your financial position and monitor your business performance.
What You Need to Do
Check your Dashboard for Cash & Bank position
Review your Cash Flow
Analyze your Profit & Loss
Understand key indicators and what they mean
Learn More
👉 Reports
Step 7 — Build Your Routine
Consistency is key to keeping your financial data accurate and your business running smoothly. Building a simple routine will help you stay in control and avoid issues over time.
What You Need to Do
Record daily:
Add your invoices, expenses, and payments regularly to keep your data up to date and avoid backlogsReview weekly:
Check your dashboard, follow up on pending invoices or bills, and ensure your cash position is clearUse reports monthly:
Review your financial reports to understand your performance, track profitability, and support better decision-making
→ Apply this in NuMetric
See how this works directly in your workflow — from setup to transactions and reports.
[Open in NuMetric]