Visit Pymlo for the first time? Don't worry, and spend 5 minutes with us to see how you can get an easy start with your simplest accounting platform. 

Sign up


  1. Go to the Sign Up page.

  2. Enter your e-mail and password to create a new account.

  3. You can log in with Google or Facebook account too. This e-mail will be used when you want to reset your password.

  4. Enter your profile and settings according to the instructions.


User profile: name, title, preferred language.


  • Company profile: Business name, type, country, currency, date format




Now that you are ready to enjoy happy accounting with Pymlo, let's take a view at what

Pymlo

offers in the following sections.


 


Start your accounting immediately, literally

You will see several shortcuts on the home page to allow you a super quick start.

After accounting data are generated by various features, your Home page will turn into a Dashboard so that you can view the accounting summary easily in the future.

If you want to record simple transactions without customers/products, see Transactions.



Feature anatomy

A list of Pymlo features will be displayed on the lefthand-side menu bar, as below,


A. Home: Provide an overall summary report for your financial status.

B. Customers & Vendors: Manage your customers and vendors.

C. Products: Manage products you sell or buy.

D. Income: 

  • Quote: Create a sales quote to customer to quote prices. Can convert into Invoice easily.
  • Invoice: Earn revenue by issuing an invoice to customers.

  • Sales Receipt: Make direct sales and create a receipt.

E. Expenses:

  • Purchase Order: Issue purchase order to vendors for purchasing products/services.

  • Vendor Bill: Order products/services from your suppliers. Can be converted from PO.
  • Expenses: Upload receipts to record already-paid expenses.

F. Accounting:

  • Chart of Accounts: Manage accounts in your company.
  • Transactions: View transactions you paid or received. You can record simple income/expense here.
  • Journal entries: Manually make double-entry accounting records in your company.

G. Reports:

  • General Ledger: List all details of every account in your company.
  • Profit & Loss:  Summary of your revenue/expense.
  • Balance Sheet: Summary of your asset/liabilities/equity.
  • Tax Report: Summary of total tax amount you have to pay, or can be refunded.
  • Sales Summary: Summary of how each customer or product contribute to your sales volume.
  • Purchase Summary: Summary of how much you spent on each vendor or product for purchasing.
  • Customer Receivable Aging: Summary of outstanding invoices or accounts (customers) receivable within the following 90 days.
  • Vendor Payable Aging: Summary of outstanding vendor bills or accounts (vendors) payable within the following 90 days.
  • Expenses by Account: Summary of all expenses by your payment accounts.


User and settings menu

Click on your profile to open the dropdown menu for user settings and business settings.


User settings include:

A. Profile & Account: Update user profile, reset password, and preference settings such as language.

B. Refer a friend: Share your joy of using Pymlo with friends.

C. Help center: Come to this website for detail tutorials.

D. Sign out of account.

Business settings include:

E. General: Update business profile, ex. company name, address, and logo.

F. Financial Settings: Change date format on documents and bookkeeping currency.

G. Custom Form Settings: Specify output language and details of your quote and invoice.

H. Taxes: Manage your sales and withholding taxes.

I. Accounts: Manage your chart of accounts.

J. Online Payment: Integrate with your online payment accounts and allow customers to pay through them.

K. Team Members: Invite your colleagues to work in current business profile.

L. Billing: Manage your billing information and subscription.

M. Switch to other business profiles if you have multiple ones.

N. Create a new business.


Support

If you need any help or have suggestions, don't hesitate to contact us at support@pymlo.com