# Ballie Documentation

> Ballie is an all-in-one multi-tenant business management platform for growing businesses. It includes BallieAI, accounting, inventory, CRM, POS, payroll & HR, banking, project management, e-commerce, procurement, reporting, tax and compliance support, tenant currency, multi-store and multi-location operations, security, audit trail, backups, and mobile/offline features. This documentation covers how to use every feature.

## AI Assistant Usage
Use this file as the documentation map for Ballie. When a user asks about Ballie from an AI assistant, read the relevant page paths below, answer from the documentation context, and keep the Ballie documentation context available for follow-up questions in the same conversation.

## Documentation URL
https://doc.ballie.co

## Key Sections

### Getting Started
- /getting-started/: What Ballie is, why businesses choose it, who it is for, and the core modules: BallieAI, accounting and finance, inventory, CRM, POS, payroll and HR, banking, projects, procurement, e-commerce, tax and compliance, reports and analytics. Covers multi-tenant workspaces, modular setup, multi-currency, multi-store and multi-location operations, role-based access, audit trail, backups, mobile access, cloud access, and recommended first steps.
- /getting-started/registration: Full registration walkthrough. Covers accessing the website registration buttons, selecting a business type such as supermarket, retail, restaurant, manufacturing, consultancy, e-commerce, distributor, or service business, creating the account with business name, owner name, email, phone, password, choosing Starter, Professional, or Enterprise plan, accepting terms, starting the 30-day free trial, email verification, logging in, and moving to company onboarding. Includes screenshots for website entry, business type selection, account details, and plan selection.
- /getting-started/onboarding: Guided onboarding wizard after first login. Covers the welcome screen, Guided Setup versus Quick Start, company information, logo upload, business details, country, state, city, CAC registration number, TIN, website, currency and regional settings, timezone, date/time format, financial year start, default VAT rate, recommended modules, chart of accounts, core required accounts, recommended accounts, optional accounts, bulk account selection, setup completion, and next tasks after opening the dashboard. Includes screenshots for onboarding welcome, company information, preferences, chart of accounts, and setup completion.
- /getting-started/navigation: Dashboard navigation guide. Covers dashboard overview, first-time guided tour, BallieAI Assistant, sidebar modules, accounting, banking, inventory, customers, procurement, POS, e-commerce, payroll, projects, reports, admin management, collapsing the sidebar, global search, favorites, floating AI search widget, Ctrl+K shortcut, user account menu, module visibility, and productivity tips. Includes screenshots for dashboard overview, guided tour, dashboard widgets, BallieAI assistant, sidebar, sidebar collapse, search, favorites, AI widget, and user menu.

### Accounting
- /accounting/: Accounting module overview and how double-entry bookkeeping works in Ballie
- /accounting/chart-of-accounts: Account groups, ledger accounts, default chart setup
- /accounting/invoices: Creating, editing, sending, tracking invoices, and recording payments
- /accounting/quotations: Creating proforma invoices and converting to invoices
- /accounting/vouchers: Journal vouchers, voucher types, posting and unposting
- /accounting/expenses: Recording expenses, categorization
- /accounting/payments: Payment methods and recording payments received/made
- /accounting/prepaid-expenses: Setting up prepaid expenses with amortization schedules

### Inventory
- /inventory/: Inventory module overview
- /inventory/products: Adding products, images, pricing, SKU management
- /inventory/categories: Product categories and units of measurement
- /inventory/stock-management: Stock journals, stock movements, transfers between locations
- /inventory/physical-stock: Physical stock audit process and count vouchers

### CRM
- /crm/: CRM module overview
- /crm/customers: Customer management, bulk import, opening balances, activity tracking
- /crm/vendors: Vendor management and import
- /crm/reports: Customer and vendor reports, aging analysis

### Point of Sale
- /pos/: POS module overview
- /pos/cash-register: Setting up cash registers, opening and closing sessions
- /pos/making-sales: POS checkout process, split payments, receipt printing

### Payroll & HR
- /payroll/: Payroll module overview
- /payroll/employees: Employee profiles, documents, onboarding
- /payroll/departments-positions: Organizational structure
- /payroll/salary-components: Earnings, deductions, allowances, tax brackets
- /payroll/attendance: QR code check-in/out, shift schedules, overtime tracking
- /payroll/leave-management: Leave types, requests, approvals, balance tracking
- /payroll/loans-advances: Employee loan management and repayment
- /payroll/payroll-processing: Running payroll, generating payslips, pay periods
- /payroll/statutory: PAYE tax, pension (PFA), NHF, statutory compliance

### Banking
- /banking/: Banking module overview
- /banking/bank-accounts: Adding bank accounts, setting opening balances
- /banking/reconciliation: Bank reconciliation workflow

### Projects
- /projects/: Projects module overview
- /projects/managing-projects: Tasks, milestones, team assignment, attachments
- /projects/project-expenses: Tracking project-specific expenses

### E-Commerce
- /ecommerce/: E-Commerce module overview
- /ecommerce/store-setup: Storefront configuration, branding, custom domain
- /ecommerce/orders: Order management and fulfillment
- /ecommerce/coupons: Discount coupon creation and management
- /ecommerce/shipping: Shipping methods and rate configuration

### Procurement
- /procurement/: Procurement module overview
- /procurement/purchase-orders: Creating, approving, and receiving purchase orders

### Reports
- /reports/: Reports overview
- /reports/financial-reports: Profit & loss, balance sheet, trial balance, cash flow
- /reports/sales-reports: Sales analytics by period, customer, product
- /reports/purchase-reports: Purchase analytics and vendor spend analysis
- /reports/inventory-reports: Stock valuation and movement reports

### Settings & Administration
- /settings/: Settings overview
- /settings/company-settings: Company information, branding, logo, preferences
- /settings/international-currency: Country-aware tenant currency, locale, reports, exports, PDFs, APIs, and mobile/offline formatting
- /settings/users-roles: User management, roles, permissions, teams
- /settings/modules: Enabling and disabling business modules
- /settings/subscription: Subscription plans, upgrades, billing

### Mobile App
- /mobile-app/: Mobile app overview
- /mobile-app/installation: Download and install for Android/iOS
- /mobile-app/features: Offline mode, push notifications, mobile POS

### Audit Trail
- /audit-trail/: Audit system overview
- /audit-trail/viewing-audits: Search, filter, and export audit logs

### Support
- /support/: Support overview
- /support/tickets: Creating and tracking support tickets

### FAQ
- /faq: Frequently asked questions about Ballie