Qyri Documentation
How Qyri works as it is actually built — customers, sales documents, purchases, tasks, the vault, reports, accounting, and workspace settings.
Qyri is a business management workspace built around four record types: companies, contacts, sales documents, and money. Everything else — tasks, files, reports, the ledger — hangs off those.
New to Qyri?
Start with Getting Started to set up your business, invite your team, and learn the navigation.
The Workspace
Getting Started
Set up your business, invite your team, and learn the navigation.
Sales
Quotations, invoices, recurring billing, payment reminders, and credit notes.
Customers
Companies, their contacts, balances, and the full customer record.
Purchases
Vendors, vendor bills, and what you owe.
Tasks
Assign work, set due dates, and track progress on a Kanban board.
Vault
Store, organise, tag, and attach files to any record.
Reports
Receivables, sales, cash flow, profit and loss, and expenses.
Accounting
Chart of accounts, ledger transactions, and bank reconciliation.
Settings
Business profile, team, custom fields, notifications, and billing.
How Sales Documents Flow
- Add a company to Customers.
- Draft a quotation and send it. Your customer reviews it on a public link.
- When they accept, convert it to an invoice.
- Sending an invoice approves it and posts it to the ledger — this is the point at which it becomes a real financial record.
- Record payments as they arrive, or set up payment reminders to chase automatically.
Roles
Every member of your workspace holds one of three roles.
There is no per-module permission system. The role check is binary: owner and admin, or everyone else. See Team for exactly what that means.
Getting Help
If you need additional assistance, reach out to our support team or visit the Qyri website.