This guide covers implementation, configuration, daily use and troubleshooting for Small Business Accounting Pro.
About this guide
This guide explains the day-to-day use of Small Business Accounting Pro version 1.0.7. Menu names may vary slightly according to role and enabled companion plugins.
Main feature areas
- Everything in Free
- Advanced reporting
- Discounts and enhanced invoice workflows
- AI-assisted product descriptions
- Inventory integration
- Premium automation and integrations
- Licensed Pro features
Getting around
Open the product dashboard from the WordPress administration menu or the configured front-end workspace. Use dashboard cards for summaries and the relevant list screen to search, filter, create or update records.
Creating and updating records
- Open the relevant module.
- Select Add New or the equivalent action.
- Complete required fields first.
- Save a draft when available.
- Review related records, notifications and status before publishing or completing the workflow.
Search, filters and reports
Use search and filters to narrow lists. Export only the information you are authorised to handle. Reports reflect the data and date filters selected.
Integrations
Additional fields and actions appear automatically when supported Nomad companion plugins are installed and configured. Missing companion plugins should not prevent the core product from operating unless they are declared dependencies.
Good practice
- Use consistent names and statuses.
- Avoid duplicate records.
- Keep notes factual and useful.
- Review permissions regularly.
- Report errors with the exact screen, action and time.