Starting out
Find your way around
The main areas, and what each is for.
Fulkrum is organized into a few simple areas. Here's what each one is for.
- Home — your snapshot and setup checklist.
- Bookkeeping — your transactions, receipts, and reports, all in one place (Transactions, Receipts, and Reports tabs).
- Your services — anything you've turned on, like invoicing, payroll, or taxes.
- Education — help articles like this one, whenever you need them.
What happens next — you'll spend most of your time in Bookkeeping; that's where the day-to-day happens.