Guides
Follow the workflows in order for one business goal, from go-live setup to month-end close.
Open guidesWhere to start
Pick the resource by the question you have.
Evaluating BusinessIntents? Start with the role pages and the features they link to. Setting it up? Follow the guides in order. Using it every day? The flow guides describe each step, role, and status, and the glossary explains the terms. Product updates show what changed in each release.
Resource types
Six ways into the documentation.
Each resource links to the detailed page behind it.
Templates
Use the print layouts, invoice templates, and journal entry templates built into the product.
Open templatesGlossary
Explain the terms used across sales, purchasing, inventory, people, projects, services, and accounting.
Open glossaryProduct updates
Every release, newest first, with its date and what it changed.
Open updatesRoles
Evaluate BusinessIntents from the work owned by finance, sales, operations, and HR.
Open rolesFlow guides
Step-by-step guides for every workflow: who does what, which status comes next, and what happens automatically.
Open flow guidesBy question
Which resource answers which question.
Take the shortest path from your question to the answer.
Is BusinessIntents right for my team?
Start with the role page for finance, sales, operations, or HR, then open the features and use cases it links to.
How do we set it up?
Follow the go-live section of the guides: company details, document numbering, tax rates, and employees come first.
How does this workflow work?
Open the use case for an overview, then the flow guide for every step, role, and status.
What changed recently?
Product updates list every release, newest first, with its date and what it changed. Updates are applied automatically.
Continue the evaluation
Move to the next decision with the context intact.
Go deeper into the product, or ask the team.
Decision-stage questions
Questions about the resources.
Are the resources available in Bulgarian?
Yes. Every resource is available in English and Bulgarian; switch with the language picker in the top bar.
Do the resources describe the current product?
Yes. They are written from the current product documentation, and product updates list every release with what it changed.
Can we download the resources?
The resources are web pages. Inside BusinessIntents, every list and report exports to CSV and every document prints to PDF.
Where do I ask a question that is not covered?
Write to office@codbex.com in English or Bulgarian.
Next step
See the resources on real records.
Start the free demo and follow a guide on sample data.
Cannot find what you need? Write to office@codbex.com in English or Bulgarian.