Documentation

The User Guide walks you through each part of Corevia ERP: setting up your company, adding users and roles, recording sales and purchases, managing inventory, running accounting, and processing payroll. Every screen has inline help, and each module includes a short "getting started" checklist so your team can be productive on day one.

• Getting started in 10 minutesCreate your workspace, set up your company and post your first transaction.
• Understanding your chart of accountsWhat the default ledger structure means and how to extend it safely.
• From quotation to cashHow a sale flows through the system and posts itself to your accounts.
• Keeping stock accurateHow stock moves are recorded and why your ledger always agrees.
• Running payrollSalary components, payslips and how payroll reaches your accounts.
• Users, roles and permissionsControl exactly what each person can see and do.

Corevia ERP is cloud-based — there is nothing to install, just sign in and start. For Enterprise customers who prefer a dedicated server or on-premise deployment, our team handles provisioning, SSL, backups and data migration for you. Initial setup covers company profile, fiscal year, chart of accounts, tax rates and opening balances.

• Backups and securityWhat protects your data and what you should still do yourself.

Prefer to watch? Our video library covers the essentials — a 2-minute overview, plus deeper walkthroughs of accounting, inventory, POS, HR and reports. New videos are added regularly as features ship.

Corevia exposes a clean REST API (available on Business and Enterprise plans) with token-based authentication. Use it to sync customers, products, invoices and stock with your e-commerce store or custom apps, and to automate your workflows. Full endpoint documentation and example requests are provided to your team on activation.

• REST API quick startAuthenticate with a token and make your first API call.

Have a quick question about pricing, security, cancellation, data ownership or supported features? Our FAQ covers 25+ common questions. If you still need help, our support team is one message away.