Getting Started
Set up your Qyri business, invite your team, and learn how the workspace is organised.
Qyri is a browser application. There is no desktop app and nothing to install. Use a current version of Chrome, Firefox, Safari, or Edge.
Setting Up Your Business
The setup wizard runs once, right after you create your workspace. It has three steps and every step has required fields, so none can be skipped.
Tell us about your business. Your business name and base currency are required; a tax or VAT number is optional. These values carry onto your invoices and reports.
How can customers reach you? A contact email is required; phone and website are optional. This is what appears on invoices and in customer-facing email.
Where is your business based? Street address, city, and country are required; province and postal code are optional. Qyri creates this as your primary branch.
Everything in the wizard is editable later from Settings → General.
Inviting Your Team
Team members are added by email from Settings → Team. An invitee who already has a Qyri account accepts straight away; anyone else creates a password during the acceptance flow. Invitations expire after 7 days.
Navigating the Workspace
The left sidebar groups the workspace the way your work actually flows.
| Section | What is in it |
|---|---|
| Overview | Your dashboard — recent activity and headline figures |
| Sales | Quotations, Invoices, Recurring Invoices, Credit Notes, Products & Services |
| Customers | The company and contact directory |
| Purchases | Bills, Vendors |
| Vault | Your file store |
| Reports | The reporting centre |
| Accounting | Transactions, Chart of Accounts, Reconciliation |
| Settings | Business profile, Team, Custom fields, invoice customization, Account, Notifications, Billing |
Reports and Accounting are shown to owners and admins only. Payment reminders and customer portal links are available from the relevant invoice or quotation rather than as sidebar items.
Roles
The role check is a single server-side gate: owner and admin are treated identically, and everyone else is treated identically. Team documents what that means in practice.