Omnyra Wiki

How the platform works, how to connect your tools, and what the business terms mean. Written in plain English. Start with a section below, or search.

Getting Started

7

What to do first, and what each part of Omnyra is for.

Using the Platform

91

How to use each area of the platform, screen by screen.

Connecting Your Tools

23

Connecting your bank, accounting, field service, and marketing tools.

How Omnyra Works

24

The ideas behind how Omnyra reads your business.

Business Terms

294

Plain-English definitions of the business and accounting terms you will run into.

Troubleshooting

14

Fixes for the problems that come up most often.

Recently updated

  • Prepaid and deferred

    Spread a payment or a customer deposit across the months it actually covers, so an annual premium is not a single month's cost and a deposit is not revenue until the work is done.

  • Bank reconciliation

    Match your books to a bank statement, prove the difference is zero, and sign the month. The monthly check that makes every other number trustworthy.

  • Bills and payables

    Record what you owe suppliers before it leaves the bank, pay it down, apply vendor credits, and see what is late.

  • Books health

    Every accuracy check Omnyra can run on your books in one place, with what to do about anything that fails.

  • Capital and assets

    Record what the business owns and owes, split loan payments into interest and principal, track money you put in or take out, and keep personal items out of the business books.

  • Creating and sending an invoice

    Invoicing the day the work finishes, to the person who actually pays, with a way to pay from the invoice, is most of what decides how fast you get paid.

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