Welcome to your Freelancer workspace! Follow these initial steps to set up your account for success. 1. **Configure Settings:** Navigate to **Settings** (bottom-left). Set your currency and region. This is crucial for all financial calculations. 2. **Add Your Clients:** Go to the **Clients** page and add the people or companies you work with. You'll need them here before you can create projects or invoices. 3. **Create a Project:** Go to the **Projects** page to define a scope of work. Each project is linked to a client and can have its own billing rate.

Welcome to your SACCO workspace! Proper setup is key to smooth operations. 1. **Set Your Rules:** Go to **Settings -> SACCO Rules**. This is the most important first step. Define your loan policies (interest rates, loan-to-savings ratio) and contribution rules (frequency, minimum amounts, penalties). These rules will be automatically enforced by the system. 2. **Onboard Members:** Navigate to the **Members** page. Add all your SACCO members here. You can do this one-by-one or use the "Import" button to upload a CSV file with all member details. 3. **Record Initial Savings:** Use the **Savings** page to record the initial savings deposits for all members to establish their starting balances.

Welcome to your NGO workspace! Let's set up your operational framework. 1. **Configure Settings:** First, go to **Settings** to set your organization's default currency and region. 2. **Add Donors & Partners:** Navigate to the **Donors & Partners** page. This is your master list of all funding sources and implementing partners. Add your key contacts here. 3. **Add Beneficiaries:** Use the **Beneficiaries** page to create a database of the individuals or communities you serve. This helps in tracking aid distribution and impact. 4. **Define Programs/Projects:** Go to the **Projects** page. Here, "Projects" represent your programs or grants (e.g., "Water Sanitation Project 2024"). You can link them to a donor/funder and set KPIs. 5. **Create Budgets:** On the **Budgeting** page, create a budget for each program or grant. Make sure the budget name *exactly* matches the project name for automatic expense tracking.

Welcome to your Enterprise workspace! A solid setup will ensure your financial data is organized and insightful. 1. **Configure Settings:** Go to **Settings** to set your company's currency and other regional defaults. 2. **Add Your Clients:** Use the **Clients** page to build your customer database. This is essential for creating invoices and contracts. 3. **Add Your Employees:** On the **Payroll** page, you can add your team members. This list will be used for processing payroll records. 4. **Create Departmental Budgets:** Go to the **Budgeting** page and create budgets for your key operational areas, such as "Marketing," "Salaries," or "Software." This is crucial for controlling costs.