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Getting started
- Create your workspace
- Sign in
- Install your first app
- Invite people
- Set up a hotel
- Ring a first sale
- Run payroll
- Connect your own domain
- Using AI in Mail, Documents and Spreadsheets
- Ask the assistant: answers, how-to help and actions in every app
- Draft a text with AI: replies, descriptions, adverts and minutes
- Download the Windows apps
- Explain this screen, act on one record, and read a document into a draft
- Turn a photographed invoice into a draft sales order, and find your files in SISC AI
- Check a supplier’s price list against your products and add the missing ones
- What kinds of business can sign up?
- What can the assistant do, and what can it not do?
Your account
- Account
- Update your profile
- Change your password
- Turn on two-factor authentication
- See where you are signed in
- Change your language, theme and date format
- Get sign-in codes by text message
- Connect your Microsoft 365 or Google account with tick boxes
- What languages does SISC Suite support?
Company admin
- Company settings
- Manage people and groups
- How permissions work
- Help somebody who cannot sign in
- Set up sending email and connect calendars
- Design your invoices and receipts
- Send text messages from your own phone
- Send SISC Suite’s own texts through Brevo
- Run several companies as a group
- Send notices and answer customers on WhatsApp Business
- Let customers pay invoices online
- Ask SISC to start a company again from empty
- Connect WhatsApp with Meta’s own window
- Bring your WhatsApp Business app chats into SISC
- How do country packs work?
Hotel
- Take a booking and look after the guest’s stay
- Order supplies for the hotel
- What is Hotel?
- What screens does Hotel have?
- Messages Hotel can show
POS
- Open a shift and count the float in
- Take cash out of the drawer, or put more in
- Close the till at the end of the day
- Take a payment in cash, by card, or split between both
- Park a sale and pick it up again
- Print a receipt, or email it to the customer
- Refund an item against its receipt
- Void a sale that should never have been rung
- Add a product so it scans at the till
- Set up a new till
- Keep selling when the connection drops
- Find your way around from the till’s home screen
- Sell at the terminal
- Look up a sale that has already been rung
- Refund against the receipt in the customer’s hand
- See every drawer that is open, and every one that was
- Keep the catalogue the scanner reads
- Group the catalogue so the till is quicker
- Change one price without opening the product
- Run an offer the till applies by itself
- See what is running low — and what this screen cannot tell you
- Look up who this shop buys from
- Look up an account customer
- Declare the tills that stand in this shop
- See what the shop took over a period
- Seat a table from the floor plan
- Work the kitchen display
- Take a café order at the counter
- Ask “which milk?” with modifiers
- Run the salon’s day from the till
- Set commission rates and read the report
- Sell on account, and take the payment later
- Sell a combo meal
- Run several branches and copy a set-up between them
- Take a catering order from enquiry to invoice
- What is POS?
- What screens does POS have?
- Messages POS can show
- Messages Sales can show
- Messages Returns can show
- Messages Shifts can show
- Messages Floor plan can show
- Messages Kitchen display can show
- Messages Appointments can show
- Messages Catering can show
- Messages Commission can show
- Messages Products can show
- Messages Categories can show
- Messages Promotions can show
- Messages Modifiers can show
- Messages Unpaid accounts can show
- Messages Registers can show
- Messages Reports can show
Accounting
- Check where the books stand today
- Add an account for the books to post to
- Post a journal entry, and reverse one
- Read everything posted to one account
- Raise a customer invoice and issue it
- Offer a customer a price, then turn it into an invoice
- Add a customer you can invoice
- Record money a customer has paid you
- Set up the shapes you sell on a repeat
- Put a customer on a plan and bill each period
- Enter a bill a supplier has sent you
- Add a supplier these books pay
- Record a payment you have made to a supplier
- Record a spend and post it straight to the books
- Keep the cheque register, from the drawer to the bank
- See what has moved through the accounts you hold money in
- Tick your books off against a bank statement
- Set up cost centres and read cost by each one
- Enter an asset and depreciate it month by month
- Look up the tax rates these books apply
- Plan a year by account, and read the ledger beside it
- Take a trial balance, a profit and loss, or a balance sheet
- Open and close periods, and lock the past
- Connect your Egyptian company to ETA e-invoicing
- Take money back from a supplier: debit notes and returns
- See profit by cost centre and by branch
- Apply money you are holding to an invoice
- Import a bank statement and match its lines
- Remind customers to renew, and let them pay online
- Give customers their own prices on invoices
- Payroll in the ledger
- Refund a payment a customer made online
- Lists inside a document show the newest first
- What is Accounting?
- What screens does Accounting have?
- Messages Accounting can show
- Messages Journal Entries can show
- Messages Invoices can show
- Messages Quotes can show
- Messages Receipts can show
- Messages Bills can show
- Messages Payments can show
- Messages Expenses can show
- Messages Cheques can show
- Messages Reconciliation can show
- Messages Fixed Assets can show
- Messages Budgets can show
- Messages Reports can show
- Messages Periods can show
HR
- Add somebody to the staff list
- Record what somebody is engaged on
- State how long a working week is
- Group people into departments
- See who is in today, and fix a missed punch
- Put a time clock on the wall
- Book time off for somebody
- Approve or turn down a leave request
- Record what somebody is paid
- Run a pay period and sign it off
- Give people their payslips
- Record personal details, and where wages are sent
- Read your fingerprint and face clocks with SISC Time Clock
- Record attendance from your own computer
- Use My HR on your phone: check in, ask, see your pay
- Approve your team’s requests
- Log your hours on a timesheet
- Why pay changed: attendance decides pay
- Pay out a salary advance and see it in the books
- What is HR?
- What screens does HR have?
- Messages HR can show
- Messages Employees can show
- Messages Departments can show
- Messages Contracts can show
- Messages Time clock can show
- Messages Leave can show
- Messages Shifts can show
- Messages Overtime can show
- Messages Timesheets can show
- Messages Payroll can show
- Messages Benefits can show
- Messages Loans can show
- Messages Onboarding can show
- Messages Training can show
- Messages Documents can show
- Messages Data requests can show
- Messages Reports can show
Travel
- Take an enquiry through to a travel docket
- What is Travel?
- What screens does Travel have?
- Messages Travel can show
- Messages Dockets can show
- Messages Enquiries can show
- Messages Quotations can show
- Messages Packages can show
- Messages Visas can show
- Messages Inbound operations can show
- Messages My day can show
- Messages Suppliers can show
- Messages Contracts can show
- Messages Commissions can show
- Messages Reports can show
Materials
- Receive goods and keep the stock right
- Add several products at once
- What is Materials?
- What screens does Materials have?
- Messages Materials can show
- Messages Items can show
- Messages Units can show
- Messages Transfers can show
- Messages Requisitions can show
- Messages Purchase Orders can show
- Messages Suppliers can show
Logistics
- Create a shipment and send it out
- What is Logistics?
- What screens does Logistics have?
- Messages Logistics can show
- Messages Shipments can show
- Messages Routes can show
- Messages Drivers can show
- Messages Fuel can show
- Messages Customers can show
- Messages Rates can show
- Messages Invoices can show
Manufacturing
- Make a batch from a recipe
- What is Manufacturing?
- What screens does Manufacturing have?
- Messages Manufacturing can show
Business Suite
- Deliver an order and get it signed for
- Read the summary the app opens on
- Write a quotation and turn it into a sales order
- Work from the delivery notes screen
- Bill a customer on a recurring charge
- Order from a supplier, receive the goods and enter the bill
- Add the goods and services you sell and buy
- Add the places your stock is held
- Ask for something to be bought, get it approved and ordered
- When the customer accepts or rejects a quotation
- Price lists: special prices for groups, customers and quantities
- Plan a delivery route and get proof at the door
- Copy a document instead of typing it again
- Write a proposal around a quotation
- Remind customers before each repeating charge
- See the price this customer pays while you pick products
- See which purchase requests a purchase order came from
- What is Business Suite?
- What screens does Business Suite have?
- Messages Business Suite can show
- Messages Quotations can show
- Messages Sales Orders can show
- Messages Delivery Notes can show
- Messages Delivery Routes can show
- Messages Recurring can show
- Messages Requisitions can show
- Messages Purchase Orders can show
- Messages Vendors can show
- Messages Items can show
- Messages Documents can show
Tax & Audit Office
- Find a client and open their file
- Read a notice the tax authority served
- Record what the practice did about a notice
- Correct something already recorded on a notice
- See what a client owes, and what is running out of time
- Record that you prepared a return
- Review a return a colleague prepared
- Open a client’s invoice book for a period
- Accept a client’s figure, or correct it
- Read what the period adds up to
- Let a colleague record a stamp, an entry or a correction
- What is Tax & Audit Office?
- What screens does Tax & Audit Office have?
- Messages Tax & Audit Office can show
- Messages Clients can show
- Messages Filings can show
- Messages Invoice book can show
Insight
- Ask a question of your own data
- What is Insight?
- What screens does Insight have?
- Messages Insight can show
Marketing
- Publish a page and write to your own list
- What is Marketing?
- What screens does Marketing have?
- Messages Marketing can show
- Messages Pages and forms can show
- Messages Mailings can show
- Messages Mailing lists can show
- Messages Consent can show
Forms Suite
- Build a form and share it by link or QR code
- What is Forms Suite?
- What screens does Forms Suite have?
- Messages Forms Suite can show
Rental
- Hire something out and take it back
- What is Rental?
- What screens does Rental have?
- Messages Rental can show
Extra apps
- Write documents and spreadsheets in SISC Library
- Run a meeting from one page: agenda, notes, minutes, decisions and actions
- Take appointments and keep a calendar in Booking
- Plan a project and see what is late
- Chase what you are waiting for
- Keep one list of what has to be done
- Keep contacts and move deals across a pipeline
- Keep your own address book and share a contact
- Read and write your email inside SISC
- Share a file or folder with people in your company
- Let Follow raise follow-ups for you
- See and add follow-ups on an invoice, an order or any record
- Never leave a WhatsApp customer waiting
- Keep the people at a company up to date
- Take AI notes of a meeting or a call
- Take AI notes from the AI box, with or without SISC Boardroom
- Which speech engine turns your AI notes into text
- Sync SISC Library to your computer with SISC Library for Windows
- Format a document from the ribbon
- Total, copy formatting and tidy a spreadsheet
- Chat and join meetings in SISC Boardroom
- SISC Library
- SISC Boardroom
- Booking
- Projects
- SISC Follow
- Tasks
- CRM
- Contacts
Billing
- How the trial works
- Buy an app
- Remove an app
- When a workspace is suspended
- Renewal reminders for what you buy from SISC
- Pay an open SISC invoice online
- Refund a SISC payment (operators)
- How do core apps and extra apps work?
- Does the assistant cost extra?
Security
Troubleshooting
- At the door: signing up and signing in
- Service
- Catalogue
- Common
- SISC AI Assistant
- Billing
- Errors
- Money
- App page
- Account
- Notifications
- Support
- Feedback
- Company settings
- Choose a workspace
- Images
- Activity
- Platform
- Migration
- Mobile
- Files
- Subscriptions
- Sms
- DocumentActivity
- Timeclock
- CustomerLinks
- Approvals
- Pricing
- Cloud
- OnlinePayments