Setting Up Your Tenant Account
When you sign up for Evrykit, a tenant (organisation) is automatically created for you. This guide walks through the initial configuration steps so your account is ready for real use.
1. Complete Your Company Profile
Navigate to Settings → Company Profile and fill in:
| Field | Notes |
|---|---|
| Company Name | Appears on invoices, receipts, and reports |
| Business Email | Used as the sender address for documents |
| Phone Number | Printed on receipts and customer communications |
| Physical Address | Appears on sales invoices and purchase orders |
| Tax PIN / VAT Number | Required for VAT-compliant invoices |
💡 Your company name is shown in the sidebar header for every user in your organisation.
2. Set Your Base Currency
Go to Settings → Currencies and confirm your base currency (default: KES). The base currency cannot be changed once transactions exist, so set it before entering any data.
3. Configure Document Numbering
Evrykit auto-generates reference numbers for all documents (orders, invoices, POs). Review and adjust the prefix and starting number under Settings → Document Numbering to match your existing records.
4. Open a Fiscal Year
Before posting any transactions, you need an open fiscal year. Go to Accounting → Fiscal Years, create a new year, and open the first accounting period.
5. Set Up Your Chart of Accounts
Evrykit ships with a standard double-entry chart of accounts. Use the CoA Library to add the accounts relevant to your industry, or create custom accounts for your business.