AIONA Docs
How to do the everyday things
Short, task-shaped guides to the everyday jobs in AIONA. Every screenshot is the live product on a demonstration book. If a page here does not answer your question, email support@aionatech.com and a person will reply.
Upload a document
Get an invoice or receipt into a client's book and see it become a draft.
Review and approve a draft
Check what AIONA read, resolve its doubts, and post to the ledger.
Import a bank statement
Load a statement as CSV, OFX, QIF or PDF and let AIONA propose matches.
Accept, reject or categorise a bank line
Make the reconciliation decisions AIONA will not make for you.
Check the VAT position
See output, input and net VAT for a period, built from posted journals only.
Run month-end
Depreciation, prepayment releases and recurring journals in one run, with an undo.
Close a period
Work through the pre-close checks and lock the month.
Pull a report and export it
Trial balance, P&L, balance sheet and aged reports, with drill-down to the document.
Invite a client to their portal
Give a client their no-login page and their Monday email.
Ask a client for an approval or a missing receipt
Send a one-tap question from a draft, or let the portal chase receipts for you.
Export everything
Take a full copy of a client's ledger, documents and audit trail at any time.