Taraazu help centre

Sign in to use your workspace. Each user of the workspace signs in with an e-mail address or a username, and a password.

An administrator of a workspace can send you an invitation e-mail. Accept the invitation to become a user of the workspace.

If you do not know your password, ask for a reset link. This is possible only for a user who signs in with an e-mail address.

Use the link in the reset e-mail to set a new password. First ask for the link. See Reset your password.

Date fields and amount fields accept short forms. When you leave the field, it shows the full value. The server checks each value again.

Each user can change his or her own password. Sometimes the system asks you to change the password after you sign in.

Use the Security page to protect your account. An authenticator app on your phone gives a new 6-digit code every 30 seconds. With the app, a person who knows your password still cannot sign in.

Your administrator can make a second sign-in step necessary. Then you must set up an authenticator app or a passkey before you can use the workspace.

The home page is the first page after you sign in. The top bar and the navigation are on all pages of the workspace.

Each user can change the language and the colours of the screens. The button is in the top bar and on the sign-in page.

The top bar shows the working company, for example Al Noor Traders. The pages of the company, for example the chart of accounts, show the data of the working company. When you have a role for a branch only, the top bar also shows the branch code.

Each user can choose how numbers and dates show on the screens. Your choice applies only to you.

The system sends notices to you, for example when an export file is ready. The notices are in the Notifications bell in the top bar.

The Taraazu support team can change the status of your workspace, for example when the subscription ends. The workspace then shows a banner or a message.

Sometimes the Taraazu team must stop the service for a short time, for example for an update. The team tells you before.

The Users page shows the users of the workspace and their roles. You need the permission View users to open the page.

Add a person to the workspace with one role at one place. You need the permission Add users. To give the role in the same step, you also need the permission Give and remove roles.

The user detail page shows the profile, the roles, the permissions and the activity of one user. You need the permission View users to open the page.

The Access overview page shows who has which permission, and where. Each row shows one permission of one user at one place, and the roles that give the permission. You need the permission View users to open the page.

A role gives a user a set of permissions at one place: the whole workspace, a company or a branch. You need the permission Give and remove roles.

Deactivate a user to stop all access of this user to the workspace. The records and the history of the user stay. You need the permission Deactivate users.

Add many users at one time from a file (CSV, TSV or XLSX). Each person gets an invitation e-mail and one role. You need the permission Import users.

A role is a set of permissions. The Roles page shows all the roles of the workspace. You need the permission View roles to open the page.

A new release can change the standard roles, for example when a new part of the product comes. A role of your workspace that is a copy of a standard role then gets an update. The Role updates page shows the updates. Nothing changes in a role until you accept the update.

On this page you see, make or change a role. To make a role, you need the permission Create roles. To change a role, you need the permission Edit roles.

The Chart of accounts page shows the accounts of the working company. Each company has its own chart. You must have the View the chart of accounts permission to see the page.

Automatic postings use the posting accounts, for example the default cash account or the account for rounding differences. The Posting accounts page shows the account of each posting role of the working company. You must have the View the chart of accounts permission to see the page.

A posted document never changes. To correct a posted journal voucher, receipt, payment, transfer or party set-off, use Correct. The correction stays in the month of the original, so the original, its reversal and the correction show together in the ledgers and the statements.

A fiscal year has 12 months. Each posting has a date, and the date must be in a fiscal year of the company. The Fiscal years page shows the fiscal years of the working company and the status of each month. You must have the View the fiscal years and months permission to see the page.

A locked month protects the books: nothing can be posted into it, and no draft can have a date in it. The Month end page shows the months of the working company that are open or reopened, and the last locked months. You must have the View the fiscal years and months permission.

The system posts the drafts of a company automatically. A draft posts when its date is a number of days in the past (7 days by default). This applies to journal vouchers, receipts, payments, transfers and party set-offs. The Posting exceptions page shows the drafts that the automatic posting could not post, with the reason.

The opening balances are the balances of the company on the day before it starts to use the product. They include the money in cash and in the bank, the amounts that customers owe, the amounts that the company owes to suppliers and employees, and the capital. You must have the View the opening balances permission to see the Opening balances page.

A journal voucher records an entry that is not a receipt or a payment, for example a correction, an accrual or a transfer between two accounts. You must have the View journal vouchers permission to see the Journal vouchers page.

The account ledger shows the posted entries of an account, with the opening balance, a running balance and the closing balance. You must have the View ledger reports permission to see the Account ledger page.

The account analysis shows the debits, the credits and the net of an account or a group for each month, week or day of a period. You must have the View ledger reports permission to see the Account analysis page.

The chart of accounts report shows the accounts of the company in the order of the chart. Each row shows the code, the name, the account type and the statement line. You must have the View ledger reports permission.

The trial balance shows the balance of each account from the posted entries. The debit total and the credit total are always equal. You must have the View financial statements permission to see the Trial balance page.

The income statement shows the income and the costs of a period. It adds the posted entries by the statement lines of the chart of accounts. You must have the View financial statements permission to see the Income statement page.

The balance sheet shows the assets, the equity and the liabilities on a date. It adds the posted entries by the statement lines of the chart of accounts. You must have the View financial statements permission to see the Balance sheet page.

You can print each report as a PDF file. You can also save it as an Excel or CSV file. A PDF file needs the permission to see the report. An Excel or CSV file needs the export permission, for example Export ledger reports.

A party is a customer, a supplier or an employee of the company. One party can have more than one role, for example a customer that is also a supplier. The Parties page shows the parties of the working company. You must have the View parties permission.

You must have the Add parties permission to add a party, and the Change parties permission to change it. A user without these permissions sees the party, but cannot change it.

A territory is a sales area of the company, for example a region of the country or a part of a city. The territories make a tree of up to four levels. Each customer can be in one territory. A company that sells only at the counter does not need territories.

The Party setup page has three tabs: Groups, Tags and Towns. You must have the Manage party groups, tags and towns permission to change the lists.

A party can have two or more roles, for example a customer and a supplier. Each role has its own balance. A set-off moves an amount between two roles of one party. For example, Ali Traders owes you 100,000 as a customer, and you owe Ali Traders 60,000 as a supplier. A set-off of 60,000 makes the supplier balance zero and the customer balance 40,000.

The Collect cash page is for a field agent. The agent visits the customers, receives cash and records each receipt on a phone. Each receipt goes into the agent's own cash register.

A receipt records money that comes into a cash or bank account. For example, a customer pays an invoice, a supplier returns money, or the bank pays profit.

A payment records money that goes out of a cash or bank account. For example, you pay a supplier, pay a salary advance to an employee, or pay an expense such as electricity.

A transfer moves money between two cash or bank accounts of the company. A transfer does not change the profit. For example:

The Cash and bank accounts page shows the accounts of type cash and bank of the company, with the balance today. Receipts, payments and transfers use these accounts.

A cash register shows how much cash a person holds. The main register is the main cash account of the company. An agent register is a cash account of one user, for example a field agent who collects money from customers.

The party statement shows the posted entries of one party for a period, with the opening balance, a running balance and the closing balance. You must have the View party reports permission.

The party balances report shows the balance of each party on a date, or the movement of each party in a period. You must have the View party reports permission.

The receivables aging shows the balance of each customer on a date in five age buckets: 0–30 days, 31–60 days, 61–90 days, 91–365 days and more than 365 days. You must have the View party reports permission.

The payables aging shows the amount that the company owes to each supplier on a date, in five age buckets. You must have the View party reports permission.

The cash and bank book shows the receipts and the payments of cash and bank accounts for a period. You must have the View cash and bank reports permission.

The cash register balances report shows the cash that each register holds on a date. You must have the View cash and bank reports permission.

The Companies and branches page shows the companies of the workspace. A company is one set of books, with one or more branches. You must have the View companies permission to see the list.

The page of one company shows the company details, the tax and contact details and the branches. The buttons that you see depend on your permissions.

The Settings page shows the settings of the workspace and of each company. You must have the Edit workspace settings permission or the Edit company settings permission.

Each document type has a number series. The series gives each document its number, for example JV-2627-000001. The Number series page shows the series of the working company. You must have the View document numbering permission to see the page.

The Plan and usage page shows the plan of your workspace, its limits, the usage of each limit, the monthly quota and the modules of the plan. Only a workspace administrator can open this page. The Taraazu platform operator changes the plan.

The report profile sets what prints on the reports and documents of a company: the logo, the name, the header lines, the footer text and the signature boxes. Each company has its own report profile. You must have the Edit company settings permission to see the page.

The Data import page brings the data of a company from files: the statement lines, the chart of accounts, the posting accounts, the territories and the parties. It also opens the import of the users of the workspace. A file changes nothing until you select Import.

The Data export page makes one ZIP file with all the business data of your workspace. Use the file to keep a copy of your data, or to move your data to another system. Only a workspace administrator can export the data.

A migration brings a company from another system: the chart, the parties and the opening balances at one date, the cutover date. The work in the product starts on the next day. Open Settings, Data import, then Open the migration.

The file Statement lines (statement_lines) gives the lines of the balance sheet and the income statement of a company. Each posting account of the chart goes to one line without lines under it.

The file Chart of accounts (chart_of_accounts) gives the groups and the posting accounts of a company. A group has accounts under it. A posting account takes entries.

The file Posting accounts (posting_accounts) gives the account of each posting account of the company. The documents post to these accounts, for example a receipt to the cash account and the control account of the customers.

The file Territories (territories) gives the sales territories of a company, for example the areas and the markets of the field agents.

The file Parties (parties) gives the customers, the suppliers and the employees of a company, with one address and one contact person.

The file Account balances (account_balances) gives the balance of each account at the cutover date of a migration. The rows go into the lines Account balances of the draft opening balances.

The file Customer open items (customer_items) gives the open items of each customer at the cutover date, for example the invoices that the customer did not pay. The items go into the lines Party balances of the draft opening balances, on the control account of the customers.

The file Supplier open items (supplier_items) gives the open items of each supplier at the cutover date, for example the bills that the company did not pay. The items go into the lines Party balances of the draft opening balances, on the control account of the suppliers.

The file Source trial balance (source_trial_balance) gives the trial balance of your source at the cutover date. The system compares it with the opening balances (the checks R-02, R-04, R-06 and R-08). It writes nothing into the company. The file is optional. Without it, a workspace administrator must confirm the check R-04.

The Business history page shows the changes to the business records and the settings. The newest change shows first. You must have the View change history permission.

The Document history page shows what happened to the documents of the company: who made, changed, posted, reversed, corrected, printed or deleted each document, and when. The newest action shows first. You must have the View change history permission.

The Security log page shows the sign-ins, the changes to users and roles, the ended sessions and the changes to the security policies. The newest event shows first. You must have the View security log permission.

You can save the security log or the business history in a CSV file. You must have the Export logs permission and the permission to see the log.

The system does some work for the workspace in the background. Examples are the automatic posting of drafts, the imports and the large report files. The Background tasks page shows these tasks, the newest task first. You must have the View background tasks permission.

Version 0.1 (DRAFT), 5 November 2026. This text is a draft. It can change before the service starts for paying customers.

Version 0.1 (DRAFT), 5 November 2026. This text is a draft. It can change before the service starts for paying customers.

Version 0.1 (DRAFT), 5 November 2026. This text is a draft. It can change before the service starts for paying customers.

Version 0.1 (DRAFT), 5 November 2026. This text is a draft. It can change before the service starts for paying customers.

Version 0.1 (DRAFT), 5 November 2026. This text is a draft. It can change before the service starts for paying customers.