Learn ClientConnect AI - AI Tutorials & Guides

Getting Started

Follow these step-by-step guides to set up ClientConnect and start managing your finances like a pro.

Setup & Onboarding

Access ClientConnect in the cloud, create your account, and set up your company profile.

Step 1: Open the live app in your browser and sign up
Step 2: Verify your email and log in
Step 3: Create your company profile (name, address, VAT number)
Step 4: Choose your chart of accounts template
Step 5: Invite your team and set up your first customer and supplier

Your First Invoice

Create, customize, and send your first professional invoice in minutes.

Step 1: Navigate to "Invoicing" in the main menu
Step 2: Click "New Invoice" and select your customer
Step 3: Add items, quantities, and prices
Step 4: Review VAT calculations and totals
Step 5: Save and send via email or WhatsApp

Recording Expenses

Properly categorize and record business expenses for accurate financial tracking.

Step 1: Go to "Expenses" in the main navigation
Step 2: Click "New Expense" to create an entry
Step 3: Select the expense category and account
Step 4: Enter amount, VAT, and description
Step 5: Attach receipt or invoice for reference

Customer Payments

Track customer payments and automatically update account balances.

Step 1: Navigate to "Customers" and select a customer
Step 2: View outstanding invoices and balances
Step 3: Click "Record Payment" on the invoice
Step 4: Enter payment amount and method
Step 5: Confirm to update ledger automatically

Financial Reports

Generate P&L statements, balance sheets, and aging reports for your business.

Step 1: Go to "Reports" in the main menu
Step 2: Select report type (P&L, Balance Sheet, etc.)
Step 3: Choose date range for the report
Step 4: Apply filters if needed
Step 5: Export to PDF or Excel for sharing

VAT Management

Handle VAT calculations and prepare VAT returns for SARS submission.

Step 1: Set up VAT in Company Settings (default 15% with custom codes if needed)
Step 2: Apply the correct VAT code on every invoice line and expense
Step 3: Reconcile receipts and supplier invoices with VAT categories
Step 4: Go to Reports → VAT Return, pick the period (monthly/bi-monthly/quarterly)
Step 5: Review Input vs Output VAT, then export VAT201 figures for eFiling
Step 6: Post any adjustments (credit notes, bad debts) before submission

Pro tips: Lock the period after submission, download the audit trail, and rerun the VAT Return if you post late transactions. Need help? Email support for a VAT check before filing.

Video Tutorials

Watch step-by-step video guides to master ClientConnect features quickly and effectively.

Complete Setup Walkthrough

15-minute comprehensive guide to setting up ClientConnect from scratch.

15 mins

Creating Your First Invoice

Learn to create, customize, and send professional invoices.

8 mins

Understanding the General Ledger

Master double-entry bookkeeping and chart of accounts.

12 mins

VAT and Tax Management

Handle South African VAT requirements and generate tax reports.

10 mins

Monthly Reporting Routine

Generate and review monthly financial reports for your business.

18 mins

Advanced Features & Tips

Discover AI assistance, automation, and pro tips for efficiency.

22 mins

Common Questions

Quick answers to the most frequently asked questions about using ClientConnect.

How do I backup my data?

ClientConnect automatically creates daily backups in your Documents folder. You can also manually export your data from Settings -> Data Management -> Export Backup.

Can I import data from other accounting software?

Yes! ClientConnect supports importing from Excel/CSV files and many popular accounting formats. Use the Import Wizard in Settings -> Data Management.

How do I customize my invoice template?

Go to Settings -> Documents -> Invoice Template. You can customize colors, fonts, add your logo, and modify the layout to match your brand.

What if I make a mistake in an entry?

You can edit most entries before posting. For posted transactions, use the Journal Entry feature to make correcting entries that maintain audit trail integrity.

Master ClientConnect AI in no time