Quickly set up your account, discover Juan’s features, and manage your first transactions with ease.
Customize your organization settings, including chart of accounts, templates, and key configurations.
Understand Juan’s layout and navigation to quickly find pages, features, and tools across the platform.
Learn how to issue invoices, monitor status, and keep your receivables organized with Juan.
Learn how to add bills, monitor payments, and manage vendor transactions with ease.
Manage customer credits by creating credit notes, applying them to invoices, or saving them for future transactions.
Record supplier credits, apply them to bills, or keep them for upcoming payments and adjustments.
Track and manage advance payments for sales and purchases with deposit balances.
Create and manage workflows for sales and purchase orders.
Create manual journal entries to track adjustments, corrections, and non-standard transactions.
Enhance your data with tools for classification, grouping, and record keeping.
Access key financial reports that help you analyze data, monitor activity, and understand your business health.
Keep accounts accurate by reconciling bank transactions with your records in Juan.
Create and manage sales, purchase, and inventory items used in invoices, bills, and other transactions.
Manage your business relationships by adding and tracking customers and suppliers.
Manage employee expense claims, advances, and reimbursements from one place.
Use approvals to manage record reviews, reduce mistakes, and maintain compliance in your workflow.
A centralized place to view all the cash-ins and cash-outs of your business
Move and manage your records in Juan through import and export.
Work with your team and clients in real time. Share access, track updates, and stay aligned on records.
Manage assets such as equipment and property. Track cost, depreciation, and disposal easily.
Be BIR compliant with Juan's built in tax forms.
Automate tasks with AI-powered assistants. Use them to analyze data and speed up your accounting work.
Learn how Juan protects customer data with strong security practices.
Setup and use digital payments for invoice collection and bill disbursements.
