Indigo Business
This collection includes all Indigo Help Center articles related to the modules and features of our accounting software.
By Matthew and 2 others3 authors73 articles
- Indigo Business: Post-launch FAQsDid our Feb 2026 launch leave you curious about Indigo Business? Sate your curiosity with clear answers on features, modules, integrations, invoicing, reporting and AI plans. What’s available now, what’s…
- Onboarding Your Colleagues to Indigo BusinessLearn how to onboard colleagues to Indigo Business by creating users, assigning them roles and permissions to grant them access to the features they need, and inviting them to join…
- Logging into Indigo BusinessFollow these steps to access Indigo Business: from accepting your invitation if it's your first time, to signing in securely and start using the features made available to your user…
Introductions
This collection introduces Indigo Business screens and features, with clear details on fields, sections, buttons, actions, and purpose.
- Common Features in Indigo BusinessLearn to navigate Indigo Accounting effortlessly by understanding its common functions, buttons, and procedures.
- Understanding the Import and Export Features in Indigo BusinessAn overview of the exporting and importing processes in Indigo Business focusing on their respective purposes and uses
- NominalIntroductions to Nominal Indigo Business screens and features4 articles
- Sales & PurchasesIntroductions to Sales and Purchases Indigo Business screens and features4 articles
- Business AccountsIntroductions to Business Accounts screens and features in Indigo Business8 articles
- DraftsIntroductions to the Drafts' module screens and features in Indigo Business1 article
- Settings & PreferencesIntroductions to Settings & Preferences screens and features in Indigo Business2 articles
Step-by-Step Procedures
This collection contains step‑by‑step articles that guide you through completing common tasks in Indigo Business, such as creating records and running processes.
- Nominal Step‑by‑step articles to complete common tasks in the Nominal Ledger17 articles
- Sales & PurchasesStep‑by‑step articles to complete common tasks in the Sales and Purchase Ledgers in Indigo Business7 articles
- Business AccountsStep‑by‑step articles to complete common tasks in the Business Accounts module in Indigo Business2 articles
- DraftsStep‑by‑step articles to complete common tasks in the Drafts module in Indigo Business2 articles
- Settings & PreferencesStep‑by‑step articles to complete common tasks in the Settings & Preferences module in Indigo Business6 articles
FAQs and Special Cases
This collection contains frequently asked questions and guidance to help you handle specific accounting scenarios in Indigo Business.
- Indigo Business Nominal FAQsNeed help with nominal ledger setup, opening balance adjustments or reconciliations? Find answers to common Indigo Business Nominal FAQs and more!
- Indigo Business Sales and Purchases FAQsWhen should you use a credit note or cash return? Need help with allocations, write-offs and receipts? Discover answers to common Indigo Business Sales & Purchases queries in this FAQ!
- Indigo Business General FAQsHow do exchange rates work in Indigo Business? Need to resume a draft or publish a record? Explore these answers to frequently asked questions and platform-wide features in this FAQ!
- Indigo Business Settings & Preferences FAQsHow do you set up or close a financial year? Need to de-allocate a transaction? Find answers to common Settings & Preferences questions in Indigo Business.
Understanding More
This collection includes informational articles that explain general accounting concepts and the logic behind some Indigo Business behaviours.