Getting started

Your account, your business details, your team and your dashboard.

• What is EaseDesk EaseDesk is online GST billing, collections and accounting software for Indian small and medium businesses. You issue invoices, collect payments, prepare GST returns and keep your books and stock in one place, in the browser on your computer or phone.
• Create your account Click Start free trial, enter your name, email, a password of at least 10 characters and your company or business name, and click Create account. You land on your dashboard with a 14-day free trial for up to 5 users, and no card is needed.
• Set up your business Open Settings → Organisation, fill in your legal name, address and PAN on the Details tab and click Save and continue. Then add your GSTIN, your head office branch and your bank account, so every invoice carries the right details and numbers.
• Add customers, items and services Add customers and vendors in the Directory with New customer or New vendor. Add the goods you sell under Masters → Items with New item, and the work you charge for under Masters → Services with New service. To bring a list across, click Import, fill the template in Excel and upload it.
• Invite your team Open Settings → Team, click Invite, enter the person's email, choose their role and click Send invitation. They get an email with a link to join that works for 7 days, and they see only what their role allows.
• Choose what each person can do Every member has one role, and the role decides what they see and do. EaseDesk has five built-in roles (Owner, Admin, Accountant, Chartered Accountant and Staff), and under Settings → Roles you can create your own with exactly the permissions you tick.
• Your dashboard The dashboard is the first screen after you log in. It shows your sales, collections, what customers owe you, what you owe vendors, cash and bank, and profit for the year, with GST due, stock and your tasks. Click any figure to open the report behind it.
• Search everything and keep Favourites Press / or click Search everything in the top bar and type a name, GSTIN, mobile, document number, UTR or amount to find any customer, item, invoice, payment or task. Pin the screens you use most under Favourites in the menu with +; they follow you to every device.
• Work together with Activity, comments and saved views Every customer, vendor, document, opportunity, contract and task has an Activity panel showing what happened to it, newest first. Comment there and type @ to mention a colleague, who is told at once. Log calls, meetings and notes, and save the filters you use on any list as a view.
• Ask EaseDesk about your business Click Ask in the top bar (or press Ctrl J) and ask in plain words, such as who owes you more than 60 days. EaseDesk answers from your own records and can prepare drafts, with your permissions. Anything that posts or sends waits for your Yes.