Knowledge base
User guides
Searchable written help for setup, coding, subscriptions and data handling.
Resources
See it work before you sign up
Every screen of the real product, in the order you meet them — from creating an account to watching bills land in your ledger. Step through at your own pace, or watch the short tutorials.
- Screens
- 8
- Flows
- 3
- Videos
- 3
Walkthroughs
Three flows through the product
All of it is the real interface, captured from the application itself. The setup flow steps through screen by screen; the other two are a single screen each.
6 steps
From sign-in to bills in your ledger
The whole path through the application: connect your accounting system once, then upload, check and post every bill run after that.
Prefer to read it? Quick start guide
Sign in or create an account
Step 1 of 6
One account covers every region.
One screen
Mapping suppliers to your chart of accounts
Every supplier starts on Cost of Goods Sold. Mapping your busiest ones once removes most of the recoding from every bill run afterwards.
Open supplier mapping
Search for a supplier and set the account its bills should code to. The AI uses it to categorise future invoices automatically.
One screen
Setting up an approval chain
Optional. Add approval levels when bills need a second pair of eyes before they post, or leave it off and go straight from review to posting.
Configure approval levels
Assign each level to a team member or a role. Remove every level to turn approvals off.
Tutorials
Watch the parts people ask about
Short videos on the settings that save the most work: getting suppliers and products coded correctly, and moving a bill run through approval.
How to map suppliers to a chart of accounts
Supplier mapping, covered in more detail.
How to do product mapping
Mapping product codes on your bills to the accounts they belong to.
How to approve your bills, the easy and simple way
The approval step, and choosing which bills to post.
Next
Where to go from here
Platform
Cosmic Bills for Xero
How the Xero connection is set up, and what lands in your organisation.
Platform
Cosmic Bills for Reckon
Reckon Accounts Hosted setup, stock items and order conversion.
Seen enough?
The free plan is twenty documents a month, for as long as you want it. Put a real bill run through it.