Getting started

Tario user guide: Getting started. Steps, tips, common errors, and direct links to each screen.

• Set up your company for the first timeThe setup wizard has seven steps: company, location, taxes, numbering, Hacienda credentials, plan and review. Everything can be changed later in Settings.
• Reading the dashboardThe dashboard summarizes available cash, receivables and payables, the period's sales and what needs action today.
• Moving around Tario: menu, search and assistantThe sidebar groups the modules; global search, the assistant and help are always one shortcut away.
• Several companies and how to switch between themA user can belong to several companies; each one keeps its own data, plan and Hacienda connection.
• Inviting your team and assigning rolesEvery member signs in with their own user and a role that defines which modules they can see and change.