Knowledge Base

Overview of Business Dashboard  The Acxite dashboard provides a bird’s-eye overview of your business activities, and if you enable Receipt Bot, you also get real-time automated bookkeeping. The dashboard highlights key financial metrics, shows trends, and summarises the status of document processing so you can quickly identify tasks requiring action for accurate VAT and Income

Overview of Acxite navigation  As part of the Acxite user experience design, we aimed to make the application user-friendly and intuitive. That required a balance between simplicity and easy availability of the right tools and options to the users. This article discusses the User Interface (UI) objects and how to access various app features.  The

Invite clients & staff members  Acxite offers a variety of user management features to help account owners and admins efficiently manage their organisation or practice.  This article briefly outlines the essential functions available for managing staff members in Acxite. If you want to manage your clients in Acxite, please refer to the following article: Manage

Manage Notifications & alerts  Notifications and alerts are crucial for staying organised and making sure you never miss important updates or information. Acxite sends only relevant email notifications to you, communicating essential account-related information. You can receive these notifications by email or directly in the web portal.  In this help article, we will discuss the

Archive a Business or Delete Account  If you’ve decided to stop using Acxite, you can follow this guide to delete your account. Before doing so, account owners need to archive all active businesses to complete the process. Please note the difference between the two actions: Important: Before proceeding with either option, we strongly recommend exporting

Set up Two-Factor Authentication  Acxite understands the importance of security regarding the integrity and privacy of your data. To provide an enhanced layer of security, you can enable two-factor authentication (2FA) in Acxite for your account. It prevents unauthorised access to your account and ensures the security and integrity of your valuable data. With 2FA

Manage Profile or Change Password On the user profile page in Acxite, you can update your information, such as your name and email, change your password, set up two-factor authentication, and enable notifications for document processing summaries. Table Of Contents Manage Profile or Change Password Steps to Update Name or Email in Acxite   Change your

Sign Up for Acxite Accounting Software Acxite makes accounting and tax compliance simple, saving time and reducing effort. With Acxite, you can easily manage VAT returns, ITSA submissions, invoices, receipts, and bank statements. It processes your data accurately, applies the appropriate accounting categories, and keeps everything ready for direct submission to HMRC.  Steps to Register