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Quick Start Guide

Get ABSS running in under an hour

Follow these 8 steps to set up your company profile, configure GST, import your master data, and create your first compliant invoice. Each step includes a time estimate and practical tips.

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Step 1: Set Up Your Company Profile

~5 min

Configure your business identity. ABSS uses this information on all documents — invoices, quotes, delivery challans, and GST filings.

  • Enter your legal business name exactly as registered with the MCA
  • Add your GSTIN (15-digit GST Identification Number)
  • Set your financial year start — April 1 for Indian businesses
  • Upload company logo (PNG/SVG, min 200×200 px)
  • Add registered office address with PIN code and state
  • Choose your base currency (INR is pre-selected for India)

Tip: Your GSTIN is validated live against the GSTN database. If your business has multiple GSTINs (for different states), you can add branch-level GSTINs under Settings → Branches.

Step 2: Configure GST & Tax Settings

~10 min

India's GST structure requires accurate tax configuration from day one. ABSS supports regular taxpayers, composition dealers, and SEZ units.

  • Select your GST registration type (Regular / Composition / SEZ / Unregistered)
  • Enable E-Invoice if your annual turnover exceeds ₹5 crore
  • Configure HSN / SAC codes for your primary goods and services
  • Set default tax rates: IGST (interstate) and CGST+SGST (intrastate)
  • Enable GSTR-1 auto-filing preparation
  • Set your E-Way Bill threshold (default ₹50,000 for interstate movement)

Tip: If you're a composition dealer (turnover ≤ ₹1.5 crore), enable Composition Scheme under Settings → Tax. ABSS will automatically apply the flat composition rate on all transactions.

View detailed guide

Step 3: Invite Your Team & Assign Roles

~5 min

Add team members with role-based access control. Each user only sees the modules and data they need.

  • Go to Settings → Users & Permissions
  • Click 'Invite User' and enter their email address
  • Assign a role: Admin, Accountant, Sales, Purchase, or Viewer
  • Set branch-level access if you operate multiple locations
  • Configure approval workflows for invoices above set thresholds
  • Enable two-factor authentication (2FA) for sensitive roles

Tip: The Accountant role has full access to Books but read-only access to CRM. The Sales role can create quotes and invoices but cannot view bank balances or journal entries. You can create custom roles under Settings → Custom Roles.

Step 4: Import Your Existing Data

~20–45 min

Bring your master data — customers, vendors, items, and opening balances — from Tally, Excel, or your previous accounting software.

  • Download the ABSS import template (CSV format) from Settings → Import
  • Import Customer Master: name, GSTIN, billing address, credit limit
  • Import Vendor Master: name, GSTIN, payment terms, bank details
  • Import Item Master: HSN/SAC code, unit of measure, tax rate, selling price
  • Enter opening balances for each ledger account as of your migration date
  • Verify imported data using the Import Log under Settings → Import History

Tip: If you're migrating from Tally Prime or Tally ERP 9, use the Tally XML export feature. ABSS can read Tally's XML format directly — no manual CSV mapping needed. Contact support for assisted migration.

View detailed guide

Step 5: Create Your First Invoice

~3 min

Walk through creating a GST-compliant sales invoice with automatic tax calculation, E-Invoice IRN generation, and PDF export.

  • Go to Sales → Invoices → New Invoice
  • Select customer from the dropdown (GSTIN auto-fills from the master)
  • Add line items: select from item master, quantity auto-calculates tax
  • ABSS auto-applies IGST or CGST+SGST based on customer's state vs. your state
  • Preview the invoice — it matches the GSTN-prescribed format
  • Save & Submit: if E-Invoice is enabled, IRN is generated instantly via IRP

Tip: ABSS generates IRN (Invoice Reference Number) in real-time by connecting to the Invoice Registration Portal (IRP). The QR code and IRN are embedded directly on the PDF — no separate IRP login needed.

View detailed guide

Step 6: Connect Your Bank Account

~5 min

Link your business bank account to automatically import transactions and reconcile your books. Supports all major Indian banks.

  • Go to Banking → Banks → Add Bank Account
  • Select your bank from the list (HDFC, ICICI, SBI, Axis, Kotak, and 40+ more)
  • Enter account number, IFSC code, and account holder name
  • Set the account opening balance as of your go-live date
  • Enable auto-import if your bank supports API-based statement feeds
  • For manual import: download your bank statement as CSV and upload it

Tip: ABSS matches imported bank transactions to your existing invoices and bills automatically. Unmatched transactions appear in the reconciliation queue where you can categorise them in one click.

View detailed guide

Step 7: Set Up CRM Pipeline

~10 min

Configure your sales pipeline stages, lead sources, and deal categories so your sales team can start tracking from day one.

  • Go to CRM → Settings → Pipeline Configuration
  • Define pipeline stages: e.g. New Lead → Qualified → Proposal → Negotiation → Won/Lost
  • Set probability % for each stage (used in revenue forecasting)
  • Configure lead sources: Website, WhatsApp, Trade Show, Referral, Cold Call
  • Set up territory mapping for your sales reps by state or region
  • Create email templates for follow-up sequences

Tip: If you already have leads in a spreadsheet, use CRM → Import Leads. Map columns to ABSS fields in the drag-and-drop mapper. Leads import in under 2 minutes.

Step 8: Run Your First Report

~2 min

ABSS reports are real-time — no end-of-day processing or batch jobs. Your Profit & Loss, Balance Sheet, and GSTR-1 are always current.

  • Go to Reports → P&L Statement: choose date range and compare with last year
  • Open Balance Sheet: verify opening balances match your migration data
  • Go to GST → GSTR-1: review outward supplies before the filing deadline
  • Open CRM → Analytics: see pipeline value by stage and sales rep
  • Schedule auto-delivery: send P&L and cash flow reports to your email every Monday
  • Export any report to Excel or PDF with one click

Tip: ABSS formats GSTR-1 exactly as per the GSTN JSON schema. You can download the JSON file and upload it directly to the GST portal, or use our one-click portal sync once you've authenticated via GST Suvidha Provider (GSP).

View detailed guide
~45 min
Minimum setup
Steps 1, 2, 5 only — create invoices today
~2 hours
Full core setup
All 8 steps including data import
~4 hours
With Tally migration
Includes opening balance verification

Explore modules in depth

Once you're set up, dive into detailed guides for each ABSS module.

Sales Module

Invoices, quotes, delivery challans, credit notes, recurring invoices

Purchase Module

Vendors, POs, GRPO, bills, payment tracking, vendor credits

Accounting Module

Chart of accounts, ledger, journal entries, P&L, balance sheet

GST & Reports

GSTR-1, E-Invoice IRN, E-Way Bill, MIS reports, analytics

Frequently asked questions

Need help with setup?

Our onboarding specialists are available Monday–Friday, 9 AM–7 PM IST. We'll walk you through setup live via video call.

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