Onboarding Guide

Welcome to Digit Tally! This guide will walk you through the complete onboarding process to get your business management account set up and ready to use.

Overview

The Digit Tally onboarding process consists of 4 simple steps:

1. Business Information - Enter your business details
2. Contact Information - Provide your contact details
3. Bank Account - Connect your business bank account
4. Logo Upload - Add your business logo (optional)

The entire process takes about 5-10 minutes to complete.

[SCREENSHOT: Onboarding wizard welcome screen at https://app.digit-tally.io]

Step 1: Business Information

After signing up and verifying your email, you'll be directed to the onboarding wizard.

Required Information

Field	Description	Example
Business Name	Your registered business name	ABC Trading Limited
Business Type	Type of business entity	Limited Liability Company
Industry	Your business sector	Retail & E-commerce
Tax Identification Number (TIN)	Your company's TIN from FIRS	12345678-0001
Registration Number	CAC registration number	RC 123456
Business Address	Physical business location	123 Lagos Street, Ikeja, Lagos

[SCREENSHOT: Business Information form showing all fields]

Steps to Complete

1. Navigate to https://app.digit-tally.io and log in
2. Enter your Business Name exactly as registered with CAC
3. Select your Business Type from the dropdown menu:
   • Sole Proprietorship
   • Partnership
   • Limited Liability Company
   • Public Limited Company
   • NGO/Non-Profit
4. Choose your Industry from the available options
5. Enter your Tax Identification Number (TIN)
6. Provide your CAC Registration Number
7. Enter your complete Business Address
8. Click Continue to proceed to the next step

Business Name Requirements

Ensure your business name matches your official CAC registration documents. This information will appear on all invoices, receipts, and official documents.

Step 2: Contact Information

Provide the contact details for your business that will appear on documents and be used for communications.

Required Information

Field	Description	Example
Phone Number	Primary business contact number	+234 801 234 5678
Email Address	Business email (pre-filled from signup)	info@abctrading.com
Website	Company website (optional)	www.abctrading.com
Contact Person	Name of primary contact	John Adeyemi
Contact Position	Role/title of contact person	Managing Director

[SCREENSHOT: Contact Information form with fields filled]

Steps to Complete

1. Enter your Phone Number in international format (e.g., +234...)
2. Verify your Email Address (automatically filled from registration)
3. Add your Website URL if applicable (optional)
4. Provide the Contact Person name who will be the primary point of contact
5. Enter the Contact Position or job title
6. Click Continue to proceed

Email Verification

Your email address from registration will be pre-filled. Make sure this email is verified before continuing, as system notifications will be sent here.

Step 3: Bank Account Setup

Connect your business bank account to enable payment tracking and reconciliation features.

Required Information

Field	Description	Example
Bank Name	Your business bank	Access Bank
Account Number	10-digit account number	0123456789
Account Name	Account holder name	ABC Trading Limited
Account Type	Type of bank account	Current Account
Currency	Account currency	Nigerian Naira (NGN)

[SCREENSHOT: Bank Account form with Nigerian banks dropdown]

Steps to Complete

1. Select your Bank Name from the dropdown list of Nigerian banks:
   • Access Bank
   • GTBank
   • First Bank
   • Zenith Bank
   • UBA
   • And 20+ more banks
2. Enter your 10-digit Account Number
3. The system will automatically verify and populate the Account Name
4. Select your Account Type:
   • Savings Account
   • Current Account
   • Domiciliary Account
5. Confirm the Currency (defaults to NGN)
6. Click Continue to proceed

Account Verification

The system will verify your account details with your bank. Ensure the account number is correct to avoid verification failures. The account name must match your business name or authorized signatory.

Multiple Bank Accounts

You can add additional bank accounts later from Settings > Connected Accounts. During onboarding, set up your primary business account.

Step 4: Logo Upload

Upload your business logo to personalize invoices, receipts, and other documents.

Logo Requirements

Specification	Requirement
File Format	JPG, PNG, or SVG
Maximum Size	2MB
Recommended Dimensions	500 x 500 pixels (square) or 800 x 400 pixels (rectangular)
Background	Transparent background recommended for PNG files

[SCREENSHOT: Logo upload interface with drag-and-drop area]

Steps to Complete

1. Click Upload Logo or drag and drop your logo file
2. Select a logo file from your computer
3. Preview your logo in the display area
4. Adjust or crop if needed using the built-in editor
5. Click Save and Complete to finish onboarding

Skip This Step

You can skip logo upload during onboarding and add it later from Settings > Organisation Information. However, having a logo makes your documents look more professional from day one.

After Onboarding

Once you complete all 4 steps, you'll be redirected to your Digit Tally dashboard at https://app.digit-tally.io.

[SCREENSHOT: Dashboard after successful onboarding completion]

What Happens Next?

1. Dashboard Access - You'll see your main dashboard with workspace overview
2. Workspace Creation - Your first workspace is automatically created
3. App Access - All micro-frontend apps are now accessible:
   • Sales App (https://sales.digit-tally.io)
   • Suppliers App (https://suppliers.digit-tally.io)
   • Accounting App (https://accounting.digit-tally.io)
   • Payslip App (https://payslip.digit-tally.io)
4. Welcome Email - Check your inbox for a welcome email with quick start tips

Recommended Next Steps

• Create Your First Invoice - Start with the Sales App to create customer invoices
• Add Customers - Build your customer database for faster invoicing
• Explore Reports - Check out the Accounting App to see available financial reports
• Set Up 2FA - Enable two-factor authentication for enhanced security

Editing Onboarding Information

You can update any information provided during onboarding by visiting the Settings section:

• Business Information - Settings > Organisation Information
• Contact Details - Settings > Organisation Information
• Bank Accounts - Settings > Connected Accounts
• Business Logo - Settings > Organisation Information

Troubleshooting

Common Issues

Issue: Bank Account Verification Failed

• Solution: Double-check your account number is correct. Ensure the account name matches your business registration. Try again after a few minutes if the bank's verification service is temporarily down.

Issue: Logo Upload Failed

• Solution: Ensure your file is under 2MB and in JPG, PNG, or SVG format. Try compressing the image or converting to PNG format.

Issue: TIN/CAC Number Invalid

• Solution: Verify your TIN with FIRS and CAC registration number with the Corporate Affairs Commission. Remove any spaces or special characters.

Issue: Can't Proceed to Next Step

• Solution: Ensure all required fields (marked with *) are filled correctly. Check for error messages under each field.

Need Help?

If you encounter issues during onboarding:

• Email: support@digit-tally.io
• WhatsApp: +234 XXX XXX XXXX
• Live Chat: Available on the onboarding screen (bottom right)

What's Next?

Now that your account is set up, learn how to navigate the platform:

• Navigation Guide - Learn how to navigate between workspaces and apps
• Dashboard Overview - Understand your main dashboard
• Create Your First Invoice - Start invoicing customers

Complete Your Profile

Visit Settings > Account Information to add additional details like your profile picture, notification preferences, and security settings.