Welcome to the Start & Users guide! This section helps you get up and running with Exacc, covering everything from your initial setup to managing user accounts within your organisation.
Whether you are creating your first company account, adding team members or fine-tuning access permissions, these step-by-step resources will guide you through the process. You wll learn how to configure roles, manage permissions, set up secure authentication and apply best practices for maintaining a safe, compliant and efficient digital workspace in Exacc's financial ecosystem.
Step-by-step guide to setting up your Exacc account for the first time
Create and configure a new business file for managing your accounting and financial data
Learn how to add multiple business files and manage them effectively within Exacc
Learn how to keep your business information current and accurate in Exacc
These settings determine how your books, payroll, invoicing and timesheets function within the system
Set up organisational structures and work locations for better workforce management and reporting
Payment Methods define how your business receives or records payments - such as Cash, EFTPOS or Direct Deposit
Payment Terms define when invoices are due for payment - such as Net 30, Net 60, or Due on Receipt
Learn how to locate, view, download and manage all documents uploaded to your Exacc system
Invite team members and configure their access permissions to ensure secure collaboration
Create user records without login access for employees who do not need system access
Discover different permission levels and what each role can do
Organise your team with user groups for better access control
Fine-tune access levels to keep your data secure
Learn about security standards and password policies
Add an extra layer of security to user accounts
Customise user profiles with photos, contact info, and preferences
Send email invitations to new team members
Safely remove or suspend user access when needed
Track login history and user activity for security
Common problems and their solutions
Learn how to import data into Exacc for a seamless transition