You will receive an email from your Tafkiro implementation manager with a secure setup link. This link expires in 48 hours — use it to set your password and enable two-factor authentication.

The Tafkiro workspace is organised into modules (Finance, Inventory, HR, CRM, and others depending on your scope). Use the top navigation to switch modules. The global search (⌘K or Ctrl+K) searches across all records.

Tafkiro uses a tree-structured chart of accounts and a master data model. Before posting transactions, ensure your Chart of Accounts, Cost Centres, Warehouses, and Currencies are configured. Your implementation team handles this during onboarding.

Start with a Sales Invoice or Purchase Order to see the document lifecycle. Each document moves through states: Draft → Submitted → Paid/Received. Submitted documents create ledger entries automatically.

Go to HR → Users to invite colleagues. Assign roles based on module access needed. The Admin role has full access — restrict it to your IT and Finance leads. Use Role Profiles to create named permission sets.

Navigate to Accounts → Reports → General Ledger to see all posted transactions. Use the Accounts Receivable Ageing and Accounts Payable Summary reports to understand your cash position.

Go to Accounts → Bank Accounts to connect your bank via direct feed (supported for most GCC and Indian banks) or CSV import. Bank reconciliation runs automatically against posted transactions.