Getting started with AVERQIS

Welcome to AVERQIS — one platform for your entire accounting practice.

Signing in

Open the portal at app.averqis.co.uk (clients) or admin.averqis.co.uk (staff).

1. Enter your email address.
2. Enter your password.
3. If you are a staff member or workspace owner, complete two-step verification with your authenticator app.

Your session stays signed in across the app and admin consoles, so you only log in once.

First-time security setup

Before you start working, go to your Security page and:

• Set up two-step verification — scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password, etc.) and confirm a code.
• Save your recovery codes — these let you back in if you lose your device. Keep them somewhere safe.
• Check your email address — you can change it securely (see the Security guide).

The main areas

• Today — your personal dashboard of what needs attention.
• Intelligence — a live worklist computed across all your data (overdue invoices, bills, bank lines, deadlines, requests).
• Clients & Practice — client 360 records, workflows, deadlines, requests, documents and communications.
• Accounting — chart of accounts, invoicing, estimates, bills, expenses, bank feeds, reports and year-end.
• Payroll — employees, pay runs, payslips and reports.
• Commercial — time tracking, work in progress, proposals and engagements.
• Commerce — subscriptions, billing, plans and checkout analytics.
• Security & Support — staff accounts, logs, security centre, scheduled jobs and the support desk.

Where do I start?

1. Set up security (above).
2. Add your clients under Clients → Practice clients.
3. Set up your chart of accounts under Accounting.
4. Record work as it happens: invoices, bills, expenses, time.
5. Run bank reconciliation each month.
6. Run payroll on each pay date.

Getting help

• This support site has a guide for every module.
• Open a support ticket and our team replies by email.
• Every screen in the app is one click away from a guide — the staff console menu lists the modules next to their guides.