Getting started & onboarding
Bebaak is one sign-in for all your apps at app.bebaak.co. Each organisation's books are kept separate from every other organisation. These guides take you from your first sign-in to a working set-up.
Finding your way around
- Sign in at app.bebaak.co. You land on All apps — the launcher with every app your organisation uses.
- The left menu groups pages by app (Sales, Purchases, Accountant, Intelligence, People, Governance…). You only see apps your admin has given you.
- Use the search box at the top to find any customer, vendor, item, invoice or bill.
- Quick create (the + button) starts a new invoice, bill, customer or other document from anywhere.
- The bell shows Needs attention: overdue items, KPI alerts, expiring documents and filings due.
- Your name menu (top right) has Change / reset password, Security & privacy, WhatsApp support and Sign out.
In this area
- How to sign in to Bebaak
- How to change or reset your password
- How to use the All apps launcher
- How to find your way around the app
- How to read the Home dashboard
- How to search across your books
- How to create a document quickly from anywhere
- How the first-time set-up (onboarding) works
- How to choose your entity type
- How to choose your business type
- How to choose a plan or bundle
- How to invite your team and your CA
- How to read and accept the Client Terms
- Why a page says "No access" and how to get access
- How to get help from the Bebaak team
15 step-by-step guides
How to sign in to Bebaak
Sign in to all your Bebaak apps with one email and password at app.bebaak.co.
How to change or reset your password
Change your password when signed in, or reset it if you've forgotten it.
How to use the All apps launcher
All apps lists every Bebaak app your organisation has bought, the ones assigned to you, and apps you could add.
How to find your way around the app
A tour of the layout: left menu, search, quick create, the bell and settings.
How to read the Home dashboard
Home is today's picture of the business: cash, what customers owe you, what you owe, the sales trend and what needs attention.
How to search across your books
Find any customer, vendor, item, invoice or bill from one box.
How to create a document quickly from anywhere
Quick create starts a new invoice, bill, payment, customer, vendor, item or expense without navigating menus.
How the first-time set-up (onboarding) works
When an organisation signs in for the first time, a guided set-up asks for your entity type, business type, company details, plan, users, logos and the Client Terms — and prepares your books to match.
How to choose your entity type
Your entity type tells Bebaak which compliance calendar and statutory registers apply and checks your PAN format.
How to choose your business type
Your business type decides which apps are suggested, your default chart of accounts, item settings and which menu groups open first.
How to choose a plan or bundle
Pick the apps you need now; add more any time. Plans set your user and storage limits.
How to invite your team and your CA
Add colleagues and your chartered accountant as users, choose what they can do, and which apps they see.
How to read and accept the Client Terms
Before using the apps, your organisation admin accepts the Bebaak Client Terms for the organisation, and every user accepts the Acceptable Use rules.
Why a page says "No access" and how to get access
You opened a page for an app or action your user hasn't been given.
How to get help from the Bebaak team
Reach a person when a guide doesn't answer your question.
Can't find it?
Search all guides or ask our team.