Accountive Lite

Accountive Lite

For a business that keeps its own books

Getting started

Lite

Sign up and set up your first company

Create your Accountive Lite account, add your company details and take the short tour.

Lite

Find your way around: Home, menu and search

How the icon rail, page panel, top bar and Home page work on desktop and phone.

Lite

Business settings, bank details and books currency

Where to keep your company details, bank details, TRN and the currency of your books.

Lite

Add and switch between companies

Keep more than one company under the same sign-in, each with its own plan.

Lite

Switch from another accountant or system

Bring your books across from Zoho Books, Xero, QuickBooks, Tally or a spreadsheet, and check the numbers before you commit.

Lite

Use Accountive Lite in Arabic or English

Switch the app language, and print invoices in Arabic, English or both.

Bank and transactions

Lite

Add and manage bank and cash accounts

Set up the bank, card and cash accounts your business uses.

Lite

Import a bank statement, match lines and reconcile

Bring in your bank lines, match them to invoices, bills and expenses, and keep each account reconciled.

Sales: invoices and quotes

Lite

Create an invoice

Raise a sales invoice, add items and VAT, and approve it.

Lite

Change an invoice, credit notes and voiding

What you can still edit after approval, and how to correct an approved invoice.

Lite

Send an invoice, download the PDF and record payments

Email or download invoices, choose the style and language, and record what the customer pays.

Lite

Invoice settings: templates, quotes, logo and colours

Choose a design for invoices, quotes, credit notes and receipts, and decide what prints.

Lite

Add customers, suppliers and items

Create and update the contacts and products you use on invoices and bills.

Lite

Invoice in another currency

Raise invoices in a foreign currency with an AED exchange rate.

Purchases: bills and expenses

Lite

Record an expense

Enter a paid or unpaid expense by hand, with VAT and a receipt attached.

Lite

Enter and pay supplier bills

Record bills you will pay later and keep input VAT correct.

VAT and Corporate Tax

Lite

VAT 201 return workings

See your VAT return worked out from the books and the points to check before you file.

Lite

Corporate Tax workings and filing deadline

Track your Corporate Tax position and the date your return is due.

Lite

Period lock and month-end close

Stop changes to months you have finished, and work through a month-end checklist.

Reports

Lite

Reports and dashboards

Profit and loss, balance sheet, trial balance and the dashboards that summarise them.

Team and accountant

Lite

Invite your accountant and team

Give your accountant and staff their own sign-in, with access to only the areas you choose.

Lite

Passwords and two-step sign-in

Change or reset your password and protect your sign-in with an authenticator app.

Plans, billing and account

Lite

Plans and prices

What each plan costs and what it adds.

Lite

Free trial, the lock screen and exporting your data

What happens during and after the 14-day trial, and how to keep a copy of your data.

Lite

Buy a plan, partner codes and receipts

Pay on the website checkout and have your company unlock automatically.

Still need help?

Write to us and a person replies within one working day, Monday to Friday, 09:00 to 18:00 UAE time.

Email support: info@accountive.ae