Sumly, step by step.
Short videos for each job in Sumly, from setting up your company to running payroll. Watch one, then try it on your own books.
Get set up
Half an hour at the start that keeps everything after it right.
2:52- Setup
- Bank
- VAT
Set up your Sumly account and company
Create your Sumly login, add your company as an organisation, then work through the four setup steps: plan, invoice details, bank and VAT status.
Sumly team2:52 video
0:42- Setup
- VAT
- VIES
Company details, address and VAT status
Set your company details, address, contact and VAT status in the four Settings tabs behind the organisation switcher. Do it before you enter a transaction.
Sumly team0:42 video
0:41- Setup
- Bookkeeping
Add a customer or supplier
Add a customer or supplier to Sumly's Contacts list, with its VAT ID, address and the defaults that carry onto its documents, then edit or archive it later.
Sumly team0:41 video
0:53- Setup
Invite your team into Sumly
Invite a co-founder, a colleague or your outside accountant to your Sumly organisation by email, choose the role they get, and track the invite.
Sumly team0:53 video
1:09- Setup
Change your plan and add-ons
Move between plans, turn add-ons on and off, and find your card and invoices in the Stripe portal.
Sumly team1:09 video
1:45- Payroll
- Setup
Add an employment contract and adjust a salary
Give an employee their first contract in Sumly, schedule a pay rise for a future date, and close the job with an end date.
Sumly team1:45 video
Run your month
The everyday loop. Documents in, invoices out, the bank matched for you.
1:42- Inbox
- Bookkeeping
Get receipts and bills into your inbox
Forward supplier invoices to your company's Sumly address, drag receipt photos onto the page, and check the supplier, amount and date Sumly reads from each one.
Sumly team1:42 video
0:59- Inbox
- Bookkeeping
Record a supplier invoice from your inbox
Turn a bill in your Sumly inbox into a posted purchase. Code it to the right accounts, check it against the bank and settle it with a payment.
Sumly team0:59 video
1:53- Invoicing
- Bank
Create and send a sales invoice
Raise an invoice on the Sales page in Sumly, set the terms and the account it's paid into, check the PDF, then email it to the customer.
Sumly team1:53 video
2:06- Payroll
Run a monthly payroll
Take a payroll run in Sumly from Draft to Completed. Check salaries, approve, send payslips, register payments and generate the SISweb and Tax For All files.
Sumly team2:06 video
1:27- Bookkeeping
Post a manual journal
Build a balanced double-entry journal in Sumly, check it against the Bookkeeping preview and post it to the ledger, with the debits and credits explained.
Sumly team1:27 video
Now try it yourself.
The software starts with a 30-day free trial, so you can follow each video on your own company.