mcomtask User Guide
File expense claims, approve requests and see where your money is — step by step.
Pick your task
Section titled “Pick your task”Everyone
Section titled “Everyone”| I want to… | Read |
|---|---|
| Sign in for the first time | Getting started |
| Find things in the menu, search, switch language | Find your way around |
| Claim back money I spent | Expense claims |
| Know what a status means or what happens next | Claim statuses |
| Ask for cash before I spend it | Advances |
| Spend from, top up or return a petty cash float | Petty cash |
| Request leave, see who is away, open a payslip | Leave and payslips |
| Review or approve someone’s claim | Approving claims |
Finance and accounting
Section titled “Finance and accounting”| I want to… | Read |
|---|---|
| Send an invoice to a customer | Sales invoices |
| Record that a customer paid | Customer receipts |
| Enter and pay a supplier’s invoice | Purchase invoices, Supplier payments |
| Pay many suppliers at once | Payment batches |
| Match the bank statement to the books | Bank reconciliation |
| Close a month | Closing checklist, Fiscal periods |
| Run the financial statements | Financial reports |
| Understand e-Invoicing | e-Invoices |
Administrators
Section titled “Administrators”| I want to… | Read |
|---|---|
| Set up a new organization | Setting up your organization, The setup checklist |
| Invite people and give them access | Team and invitations, Roles and permissions |
| Change who approves what | Approval workflows, Who approves each step |
| Turn modules on or off | Turning modules on and off |
| Bring in data from another system | Importing data, Migrating your books |
| Connect another system | API keys, Webhooks |
The sidebar lists every page by area: selling, buying, accounting, reports, banking and tax, operations, people and payroll, CRM, group and consolidation, administration.