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Roadmap

Changelog

How can we help you?

Photographing receipts and handling transactions on your phone with the NoCFO App.

NoCFO App mobile app

Start here. Adding a business, the setup path for a new business, and switching from another bookkeeping program.

Getting started with the software

Bookkeeping documents: handling drafts, CSV import, flagging, unlocking and deleting.

Documents

Editing the chart of accounts, VAT treatments and account types, and entering opening balances when migrating.

Accounts and chart of accounts

Managing vouchers and attachments: folders, preview, and sending vouchers straight into a folder by email.

Files

Creating and sending sales invoices, e-invoicing, recurring invoicing, invoicing settings and debt collection.

Invoicing

Importing and exporting customer and supplier contacts as CSV.

Contacts

Creating, copying, deleting and exporting the products used in invoicing.

Products

Closing an accounting period, preparing the financial statements, and reopening a locked period.

Financial Years

Tracking and locking VAT periods, and filing the VAT return automatically from NoCFO or manually in OmaVero.

VAT Periods

Income statement, balance sheet, general ledger and other reports, including date ranges and export.

Reports

Setting up NoCFO Payroll, paying salaries, and what hiring your first employee requires.

Payroll

Bank connections, user permissions, VAT and bookkeeping settings, automation rules, subscription, Luca and the API.

Settings

Short answers to one-off questions: changing the language, finding a receipt, deleting an account or a business.

Frequently asked questions

Bookkeeping basics for NoCFO users: cash-basis accounting, financial statements, balance sheet and income statement.

Bookkeeping in practice

How to add a business to NoCFO: the three steps of the guided setup, what details you need, and which settings you still have to configure afterwards.