Documentation
Everything PulseBooks does, explained.
From your first invoice to a year-end close — and how to hand the busywork to your AI assistant.
Getting started
Sales
- InvoicesThe invoice lifecycle from draft to paid — sending, the client portal, payments, deposits and pro forma invoices, reminders, and UBL export.
- ClientsCreate and manage the people and companies you invoice — contacts, account statements, CSV export, and the blacklist.
- Credit notesCorrect a sent invoice the accounting-proper way — a numbered credit note that reduces your income and what the client owes.
- ProductsA price list of the products and services you sell, ready to drop into invoice line items.
- AgreementsDraft contracts from your own templates, freeze them when sent, track signing, and bill the work from the agreed schedule.
- RecurringPut repeating invoices, bills and expenses on a schedule and let PulseBooks generate them for you.
Money in & out
- Income & expensesRecord day-to-day money in and out — categories, receipts and OCR scanning, and the locks that protect payment-linked and reconciled transactions.
- Bills & suppliersTrack what you owe — supplier records, entering bills with line items, approving and paying them, and sending remittance advice.
Banking
- Bank accounts & importsSet up the accounts your money moves through and import bank statements — CSV, OFX, QIF or AI-read PDF — with duplicate and continuity checks built in.
- ReconciliationMatch imported bank statement lines to your books — suggested matches, recording payments, creating transactions, undoing safely, and the tie-out report.
Accounting
- Chart of accountsThe numbered list of accounts your books post to — where it comes from, how to read it, and why you rarely need to touch it.
- JournalsEvery posting in your books — the entries your documents write automatically, manual journal entries, and how reversals keep the trail honest.
- VATTax settings, VAT on your documents, previewing a period's position, and drafting and filing VAT returns.
- Period close & year endLock a period so nothing in it can change, close a finished financial year into retained earnings, and reopen either when you need to.
- Fixed assetsTrack equipment and vehicles on the asset register, let PulseBooks post monthly depreciation automatically, and record disposals properly.
- Multi-currencyHow PulseBooks handles foreign-currency invoices and expenses — daily exchange rates, manual overrides, the rate frozen at issue, and gains or losses on payment.
- Loans & equityRecord money moving in or out of the business that is neither income nor expense — director's loans, owner's drawings, capital introduced, and loan repayments.
Reports & planning
Team & account
- Team & rolesInvite people to your organisation, choose what each role may do, and remove access cleanly when someone leaves.
- Audit logEvery change to your books and settings, who made it — person, AI assistant or scheduled run — and what it looked like before.
- Your dataExport everything you have put into PulseBooks, download CSVs of transactions and clients, and know where your files live.