With Shine, you can quickly get started by setting up the most important features of your account. 

This guide walks you through the basics step by step-creating invoices, uploading receipts, managing transactions, and preparing your tax reports.

By following these four steps, you’ll have everything you need to start using Shine with confidence and keep your finances organized from day one.

Step 1: Set Up Your Invoicing Module

1. Navigate to Sales → Invoices in the left-hand menu.
2. Here you'll see all your invoices - filter by Paid, Unpaid, Drafts, or Overdue.
3. Want to change the invoice language, the design or payment methods? Then you will have to go to settings - invoicing.

Step 2: Upload Your Receipts and Expenses

1. Go to the Expenses module to log costs from vendors or suppliers.
2. Review your uploaded receipts (via uploading from your computer, the mobile app or unique email).
3. With the mobile app, tap +, choose Upload Receipt, take a photo-even for multi-page receipts—and let the app guide you through saving each image.
4. Prefer e-mailing? Find your unique receipt email under Settings > Company > Accounting, and forward your receipts directly from your inbox

Step 3: Monitor and Manage Transactions

1. In the Bookkeeping section, you'll see all postings-look for greyed-out entries to identify cancelled transactions.
2. Want to create a new one? Go to Daybook and click on + Add Transaction.
3. Use these tools to keep your finances organized and transparent.

Step 4: Complete Your Tax Reports Easily

1. Head over to Accounting> VAT Declarations to generate your VAT statements based on posted income and expenses.
2. Click into any period to view the specific figures, ready to submit to the tax authority.
3. Mistakes happen! If you’ve selected the wrong period, go to Settings > Organization > Accounting and go to How often do you report VAT? to correct it.