CCMonet Help Center
Step-by-step guides for running your accounting in CCMonet — organized by what you want to get done.
Welcome to the CCMonet user manual. These guides are organized around the jobs you actually do — send an invoice, reconcile the bank, close the month — and use the exact names you see in the app, in English and 中文.
Pilot preview
This is an early preview. Banking & Reconciliation is fully written; the remaining areas are being added area by area. Use the language switcher (top right) to read any page in 中文.
Start here
Banking & Reconciliation
Import statements, connect bank feeds, and match every transaction — including AI matching and adjustments.
Getting Started
Set up your organization, chart of accounts and opening balances. (Coming soon)
Sales & Invoicing
Invoices, quotations, customers and statements of account. (Coming soon)
Purchases & Expenses
Vendor bills, purchase orders and expense claims. (Coming soon)
How these guides work
- Task-first. Each article walks one job end to end, with numbered steps and screenshots.
- True to the app. Buttons, fields and statuses are named exactly as they appear in CCMonet.
- Accounting stays with your accountant. Where a task affects the ledger, tax or currency, we tell you what it does and flag anything to confirm with your accountant — we never invent the accounting.
- Bilingual. Every page is available in English and 中文.