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Doit Help menu

Doit is a flexible accounting and invoicing software service built on the principle of making things as easy as possible to accomplish.

  • Navigation OverviewThe main navigation is divided into three panels of buttons: MAIN, MAKE, and LIST. These panels are located on the top left of the screen and slide out on click to reveal their respective buttons.
  • Utility ButtonsThe right side of the screen contains utility buttons from top to bottom: HELP, LOGOUT, SETTINGS, and Quick Totals.
    • HIDE NAVThere is a "Hide Nav" button located at very bottom left of screen . This clars the screen of the main button groups to make things easier especially on smaller screens.

The Main panel contains primary functions: INVOICE, CREDITS, EXPENSES, FUNDS INTRODUCED, and REPORT.

  • InvoicesThe invoice list displays all invoices with detailed information and action buttons for managing your invoices.
    • PDF IconShows if an invoice has a PDF generated. Click the PDF icon to view or download the PDF in a modal window.
    • Invoice NumberDisplays the invoice number. Click to open the invoice for viewing and editing.
    • Order NumberShows the order number associated with this invoice.
    • DateShows the date the invoice was generated.
    • Username/Company NameDisplays the client's username and company name. Click to open a historical invoice list for that user in a modal window.
    • Included TotalShows the tax-included total if tax is enabled in settings, otherwise shows the subtotal.
    • / Lock/UnlockIndicates whether the invoice is approved or unapproved. Click to approve or unapprove. Approving creates a PDF from records; unapproving removes the generated PDF.
    • Ref/Notes      Click to view tax breakdown and included total. Also displays any notes created for the invoice or order.
    • Delete      Deletes the invoice and associated PDF if present.
    • SEND with Send CountSends the invoice via email with PDF attachment. Yellow background = test mode (sends to your own email). Green background = live mode (sends to client's email). Send count displays how many successful emails have been sent for this invoice.
  • CreditsManage and track credit records with coding to Chart of Accounts (COA).
    • Code IconClick the crosshairs icon to code credit to the COA code selected in the dropdown list. Select "uncode" in the dropdown to remove coding from the credit record.
    • TransactionShows a code indicating what type of transaction created this credit.
    • IDShows the credit record ID for reference purposes.
    • DateShows the date the record was created. Creation date can be altered when creating a credit.
    • CodeShows the COA code assigned to this credit.
    • Reference/PayeeShows the reference and payee for this record. These fields are searchable using the search fields at the top of the page.
    • NETShows the total of the credit less tax as set in settings. These amounts are determined and stored at the time of creation.
    • TAXShows the tax portion as set in settings. These amounts are determined and stored at the time of creation.
    • INCLShows the tax-included amount or total amount of credit.
    • Comment IconClick to view any comments created for this credit.
    • Trash IconDeletes this credit record with a confirmation warning.
  • ExpensesManage and track Expence records with coding to Chart of Accounts (COA).
    • Code IconClick the crosshairs icon to code Expence to the COA code selected in the dropdown list. Select "uncode" in the dropdown to remove coding from the credit record.
    • REFERENCE/ PAYEEReference and / or Payee information for the record. Searchable using the search fields.
    • CODECOA code of expense record. Use the COA dropdown along with the target icon to code / uncode record
    • DATEDate of expense record
    • IDID of Expense record for reference
    • NETShows the total of the expense less tax as set in settings. These amounts are determined and stored at the time of creation.
    • TAXShows the tax portion as set in settings. These amounts are determined and stored at the time of creation.
    • INCLShows the tax-included amount or total amount of credit.
    • SPLIT RECORD      Use this to split a record between COA categories. on click opens a modal window to split amounts and recode.
      • shows if its the original part of a split record.
      • 5391
        shows if its a split portion (not original) record , and reference to the original record.
    • Comment IconClick to view any comments created for this expense.
    • Trash IconDeletes this expense record with a confirmation warning. * If its a split portion the delete is disabled, Record must be un-split first

The MAKE panel contains creation functions: Make Invoice, Make Product, Add Credit, Add Expense, Add Client, and Add Account. * each make window has an option to leave window open after submit. This allows for efficient adding of multiple records

  • Make InvoiceCreate new invoices for your clients with products and services. On click adds a client list to the right, Select client to enter invoice edit window
  • Make ProductAdd new products or services to your product catalog.
    • Select Type
      • Time - Adds a time based Product, Set Price , Name , Code and description.
      • Product- Adds a new product that can be selected in invoice creation. Set Price , Name , Code and description.
      • Recurring - Adds a recurring product to invoice edit. Set Price , Name , Code and description.
        • Set client the recurring billing is for .
        • Set Start Date. (This is important for Recurring products)
        • End Date will end the Recurring product at a particular date.
        • Advance - Set the days in advance the product is generated
        • Day notice - Set the days in advance the recurring item is generated
        • * Recurring products are added to the invoice manually once created
  • Add CreditRecord new credit transactions in the system.
      • Date
      • Credit Total
      • Sale/Client/Revenue
        • COA can be selected
        • If Sales (200) is selected a client list is created to code the sale to.
        • Un-code can be selected to leave the transaction uncoded or to code later.
      • Payee
      • Reference
      • Bank Account
        • If no back account has been created a Button is created to Make account.
        • The accouint is used as a placeholder for transactions . It can be any Name/Number.
  • Add ExpenseRecord business expenses. This also provides access to Add Account as a dependency button if no account has been created.
      • Date
      • Tax Icl Total
      • Expence/Direct Costs/Overhead
        • COA can be selected
        • Un-code can be selected to leave the transaction uncoded or to code later.
      • Payee
      • Reference
      • Bank account
        • If no back account has been created a Button is created to Make account.
        • The accouint is used as a placeholder for transactions . It can be any Name/Number.
  • Add Client
    • First name
    • Surname
    • Contact numbers
    • Email
    • Company name
    • Web address
    • Username
      • Suggest Usermame
        attempts to generate username from the first two letters from first name and company name to make a string
      • * Must me 4 characters upper or lower case
      • * no symbols or numbers
      • * Is used to prefix invoice numbers
      • * 10,000 combinations possible
    • Delivery address
    • Post code
    • Postal address same as delivery -
  • Add AccountAdd new accounts to organise funds. This button appears as a dependency button via Add Expense/Credit and is also present at the top of the Funds Introduced page.

The LIST panel contains viewing functions: List Products, List Clients, List Accounts, and List COA (Chart of Accounts).

  • List ProductsView and manage all products and services in your catalog.
  • List ClientsView and manage all clients in your system.
  • List AccountsView and manage all accounts. The Add Account button is available at the top of this page.
  • List COAView and manage your Chart of Accounts (COA) structure.

Additional tools and settings located on the right side of the screen.

  • HELPAccess this help manual and documentation.
  • LOGOUTSafely log out of your Doit account.
  • SETTINGSConfigure system settings including tax rates, email modes, and other preferences.
  • Quick TotalsView quick summary totals of your financial data currently visible on screen.

Configure your system settings including business information, email, branding, financial settings, and more.

  • EntitySet your business or entity name that appears on invoices and documents.
  • EmailConfigure the email address used for system notifications and sending invoices.
  • Web AddressSet your business website URL for inclusion in communications and documents.
  • Email Test SettingToggle between test mode (sends to your email) and live mode (sends to client emails) for invoice delivery.
  • MobileEnter your business mobile phone number for contact purposes.
  • PhoneEnter your business phone number for contact purposes.
  • LogoUpload and manage your business logo for branding.
  • Click to change Logo imageClick this button to upload a new logo image. Supported formats: JPG, PNG, GIF. Recommended size: 200x200 pixels.
  • Logo TextSet the text that appears alongside or instead of your logo image.
  • Logo BylineAdd a tagline or byline that appears below your logo (e.g., "Quality Service Since 2010").
  • Accessibility ButtonsEnable or disable accessibility features for improved usability.
  • Currency SymbolSet your default currency symbol (e.g., $, €, £, ¥) for all financial displays.
  • Sales TaxConfigure your sales tax rate as a percentage. This rate is applied to invoices and calculations. Enter as decimal (e.g., 0.15 for 15%).
  • Floor Area TotalEnter the total floor area of your business premises (used for expense calculations).
  • Business Floor Area PortionSpecify what portion of the total floor area is used for business purposes (for tax deductions and expense allocation).
  • Account Name for PaymentEnter the account name clients should use when making payments (appears on invoices).
  • Account Number for PaymentEnter the account number clients should use when making payments (appears on invoices).
  • Payment NoteAdd custom payment instructions or notes that appear on invoices (e.g., payment terms, accepted methods).
  • Mail Invoice NoteAdd a custom note that appears when invoices are emailed to clients.
  • Periods ManagementConfigure date ranges for reporting and filtering. Periods allow you to quickly select common time ranges (like years, months, or tax periods) and create custom date ranges for specific reporting needs.
    • Period Types OverviewPeriods Management allows you to pre-define date ranges that can be used throughout the system for filtering invoices, expenses, and reports. There are three standard period types plus custom ranges:
      • Year Ranges: Creates periods for full calendar years (e.g., 2023, 2024, 2025)
      • Month Ranges: Creates periods for individual months (e.g., January 2025, February 2025)
      • Tax Period Ranges: Creates periods aligned with tax reporting (quarterly or custom periods)
      • Custom Ranges: Create any date range with a custom name (e.g., "Q4 Campaign", "Summer Season")
      Once created, these periods appear in dropdown menus throughout the system for quick date filtering.
    • Year RangesPurpose: Generate period options for full calendar years. Configuration:
      • How many periods? Select the number of years you want to create (e.g., 7 for the past 7 years)
      • The system automatically generates years counting backward from the current year
      • Example: If current year is 2025 and you select 7 periods, it creates: 2025, 2024, 2023, 2022, 2021, 2020, 2019
      Usage: Use year ranges for annual reports, year-over-year comparisons, and tax returns.
    • Month RangesPurpose: Generate period options for individual months. Configuration:
      • How many periods? Select the number of months you want to create (e.g., 5 for the past 5 months)
      • The system automatically generates months counting backward from the current month
      • Example: If current month is November 2025 and you select 5 periods, it creates: November 2025, October 2025, September 2025, August 2025, July 2025
      Usage: Use month ranges for monthly financial reports, cash flow analysis, and tracking monthly performance.
    • Tax Period RangesPurpose: Generate period options aligned with your tax reporting schedule. Configuration:
      • How many periods? Select the number of tax periods you want to create (e.g., 3 for quarterly reporting)
      • Tax periods are typically quarterly (3 months each) or based on your fiscal year
      • The system generates periods according to your tax calendar settings
      Usage: Use tax period ranges for GST/VAT returns, quarterly tax filings, and compliance reporting. Note: Configure your tax year start date in Settings to ensure tax periods align with your reporting requirements.
    • Custom RangesPurpose: Create flexible date ranges with custom names for specific reporting needs. How to create Custom Ranges:
      1. Name: Enter a descriptive name for your custom period (e.g., "Q4 Campaign", "Holiday Season", "Fiscal Year End")
      2. From: Enter or select the start date in YYYYMMDD format (e.g., 20251001 for October 1, 2025)
      3. To: Enter or select the end date in YYYYMMDD format (e.g., 20251031 for October 31, 2025)
      4. Action: Click the green + button to add the custom range
      Managing Custom Ranges:
      • Created ranges appear in the list below the input fields
      • Click the Delete button to remove a custom range
      • Custom ranges can overlap with other periods
      • You can create as many custom ranges as needed
      Date Format: Use YYYYMMDD format (8 digits, no spaces or separators):
      • January 15, 2025 = 20250115
      • December 31, 2025 = 20251231
      Examples of Custom Ranges:
      • Seasonal: "Summer 2025" (20250601 to 20250831)
      • Project-based: "Website Redesign" (20250301 to 20250430)
      • Campaign-specific: "Black Friday 2025" (20251128 to 20251130)
      • Fiscal quarters: "FY Q1" if your fiscal year differs from calendar year
    • Using Periods in ReportsOnce periods are configured, they appear in dropdown menus throughout the system: Where you'll see periods:
      • Invoice filters: Filter invoices by date range
      • Expense filters: View expenses for specific periods
      • Reports: Generate financial reports for any period
      • Credits page: Filter credit transactions by period
      Tips:
      • Update periods regularly (e.g., at the start of each month or quarter)
      • Keep the number of periods manageable - too many options can be overwhelming
      • Use descriptive names for custom ranges so you remember what they represent
      • Delete old custom ranges you no longer need to keep dropdowns clean
  • Invoice Email MethodChoose how invoices are sent via email. You can use the default email system or configure custom SMTP settings for more control.
    • DefaultUse the system's default email configuration. This is the simplest option and works for most users without additional setup.
    • Custom SMTP SettingsConfigure custom SMTP (Simple Mail Transfer Protocol) settings to send emails through your own mail server or email service provider. This gives you more control over email delivery and branding.
      • SMTP Server: The hostname or IP address of your mail server (e.g., smtp.gmail.com, mail.yourdomain.com)
      • SMTP Port: The port number for your SMTP server (common ports: 25, 465, 587, 2525)
      • Email Username: Your email account username or full email address for authentication
      • Email Password: The password for your email account (stored securely)
      • From Name: The sender name that appears in the recipient's inbox (e.g., "Your Business Name")
      • From Email: The email address that appears as the sender
      • Encryption: Security protocol to use (None, SSL, or TLS). TLS on port 587 is recommended for most providers
      • Auth Type: Authentication method (usually LOGIN or PLAIN)
      • Send test to: Enter an email address (different from your From Email) to test your SMTP configuration
      • Enable Debug Output: Turn on detailed logging to troubleshoot email delivery issues. Disable after testing for security

Filters are divided into three blocks that can be toggled in top left of screen. This makes thing easier if working on large data sets or smaller screens.

  • DATE filtersDate filters trim visible records by Start and End dates. You can select via the popup calendar or if further out of range input a date in YYYYMMDD format.
    • Clear Dates / Clear Limit / Clear SearchThese buttons do what they say. For want of a better place to put them, they live here.
    • Date filters and PERIODS are well used in conjunction with the TOTALS Panel (On right of screen) to get quick balances.
    • LIMIT filterSets the record limit. Be careful using the limiter in conjunction with other fields as it can limit the records expected.
  • SEARCH filtersTyping in the Search fields filters records "reductively" for Reference / Payee / Money Respectively. Color coded for better user experience and clarity.
    • Clear search is located in the DATES group of filters along with Clear Dates and Clear Limits.
  • CODING fieldsCoding group consists of COA (Chart of Accounts) dropdown and a button called "Assign to All".
    • Assign To All - Assigns all visible records to the COA code selected in the dropdown list.* Use the other filters to refine visible records. Then code all visible records at once
      * Set COA dropdown to un-code (first) to un-assign the code
  • SHOW CODEDShow or hides coded records.
    • Show coded simply shows or hides coded records.*Handy if you are working on large amounts of data in Credits, Expenses or Funds
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