Getting Started
Set up your Qyri account and get your business running in minutes.
Info
Qyri works best in a modern browser (Chrome, Firefox, Safari, or Edge). No desktop app or installation required.
Creating Your Account
Sign up
Visit qyriwise.com and click Sign Up. Enter your email address and create a password.
Verify your email
Check your inbox for a verification email from Qyri and click the link to activate your account.
Set up your organization
Enter your business name, address, currency, and logo. This information appears on your invoices and quotes.
Choose a plan
Select the plan that fits your team size and needs. You can upgrade or downgrade at any time.
Invite your team
Add team members by email. They'll receive an invitation to join your organization.
Navigating the Dashboard
Once setup is complete, you'll land on the Dashboard — your central hub for business activity.
The sidebar navigation is organized into modules:
- Dashboard — Overview of key metrics and recent activity
- Sales — Invoices, recurring invoices, credit notes, quotes, and products
- CRM — Deals, contacts, companies, and pipelines
- Purchases — Purchase orders, bills, and vendors
- Accounting — Transactions, chart of accounts, and reports
- Settings — Account permissions, team management, customization, email, and notifications
User Roles
AdminroleFull access to all modules including accounting, settings, and billing. Can invite and remove users.
MemberroleAccess to sales, CRM, and purchases. Cannot access accounting settings or manage users.