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Getting familiar with the Bukku interface
Getting familiar with the Bukku interface
Sinyee avatar
Written by Sinyee
Updated over a week ago

Introduction

The Bukku User Interface (UI) is designed to be modern and easy to use. It's rich in features yet remains simple, ensuring effortless navigation and organization.

Now, let's explore the key aspects of the Bukku Interface!

Live Chat

  • If you encounter any issues with Bukku, need assistance recording a transaction, or wish to provide feedback for product improvement, our support team is here to help.

  • Simply click on the Live Chat Button located at the bottom left corner of the Bukku window to connect with us.

  • To initiate a chat with our support team, click on "Send us a message."

  • For accessing articles, advice, or answers, click on "Search for help" or "Help" to visit the Bukku Learn Portal.

Main Menu

  • The main menu is located on the left-hand sidebar of the window.

  • Clicking on different items within the sidebar will take you to various modules.

Bukku URL

  • The Bukku URL will be your entry point to access your company’s information.

  • The accepted URL is within 3 to 20 characters, containing only alphabets and numbers.

  • Locate your Bukku URL at the top-left corner of the Bukku interface.

  • In addition to the Bukku URL, there is a dropdown button available.

  • Click on it to access the list of companies you've previously created, or opt to create a new company by selecting 'New Company'."

  • You can access multiple companies using a single login account.

  • Note: One subscription for one company entity only.

Get Started Icon

  • It is on the top right of your Bukku screen.

  • Follow the steps to set up your account: company profile, contacts, products, chart of accounts, opening balance, and company settings.

  • It disappears after 30 days.

Quick Add

  • Beside the 'Get Started' icon, you'll find the 'Quick Add' icon. Use it to directly add or create transactions without going to the Main Menu."

Quick Search / Global Search

  • Next, with the 'Quick Search' icon, you can search for pages or transactions by entering keywords.

Notification

  • The notification icon alerts you in real time about important updates for your business, such as payment received from customer or low stock levels for your products.

User Menu

  • You'll find the user menu icon at the top right of your Bukku window. You can:

    • My Profile - Update your personal Bukku Profile, including changing your login email and mobile number.

    • Change Password - Modify your login password.

    • Logout - Sign out of Bukku.

  • Bukku offers two language options: English and Bahasa Melayu.

  • Click on your preferred language to change the user interface.

Filter

  • Each module features a consistent UI for Filters.

  • Expand the advanced filter by clicking 'More Filters'.

  • Filter options include Date Range, Search, Contact, Payment Mode, Status, Email Tracker, Customer Fields, and more.

Select Columns

  • The Select Columns icon is available in every Module and Report.

  • Click the icon to reveal a list of columns, allowing you to toggle their visibility.

  • Customize your list of transactions and reports by showing or hiding desired columns.

  • Here's an example: The list of columns in the Invoice module for your transaction list.

Quick Icon

  • Discover the various icons you'll see when creating a transaction.

  • They help you save time by letting you perform actions with just a click, reducing the need to go back to the main menu.

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