Every job in MyRecords, step by step

Seventeen short guides, one for each part of the system. New here? Start with these two.

Getting started Lists, forms and reports

Looking for one screen? Press Ctrl K to search every guide.

Search every guide

Pictures show the fictional Demo Traders Pvt Ltd. Your screens show only the apps in your plan and the buttons your role allows.

The Help page inside MyRecords

Guides by job

Find the guide for your job

• I am new

  01

  Sign in, find your way, learn the controls every screen shares.

  • Getting started
  • Lists, forms and reports

• I sell

  02

  Quote, deliver, bill, chase payment and work your leads.

  • Sales
  • CRM
  • Point of sale

• I buy, store or make

  03

  Order from suppliers, receive goods, count stock, run production.

  • Purchasing
  • Inventory
  • Manufacturing

• I keep the accounts

  04

  Payments, bank reconciliation, GST files, reports and loans.

  • Accounting and GST
  • Lending
  • Projects & Assets

• I look after people

  05

  Employees, attendance, leave, expenses, payroll and sign-ins.

  • HR, payroll and self-service
  • Users and roles

• I answer customers

  06

  Tickets, replies, service levels, help articles and team chat.

  • Support
  • Chat

• I run the business

  07

  Figures across the business, approvals, Party 360, the AI Assistant.

  • Analytics
  • Across modules

• I am an employee

  08

  Check in, apply for leave, claim expenses, see your payslips.

  • My HR
  • On a phone

Inside the product

Help on every screen

The top of every list, record and report explains itself.

How page help works

• Show me howA walkthrough on the real screen, step by step.
• How this page worksA few more lines about the screen you are on.
• Ask about this pageThe AI Assistant explains the page, its fields and your next step, when your company has the add-on.
• Help, near the foot of the railThe guides for your screen and walkthroughs for the top jobs.