Steerd Help
How to use Steerd, from your first invoice to e-invoicing, time tracking, and travel expenses.
Everything here is about using Steerd. If you are looking for the REST and GraphQL API instead, that lives at docs.steerd.io.
Start here
If you are new, read these in order. Together they take about fifteen minutes.
What Steerd is
What the product covers, and what it deliberately does not.
Create your account
Signing up, verifying your email, and joining a team.
Your first 15 minutes
From an empty account to a finished invoice.
Finding your way around
The sidebar, the command palette, and why yours may look different.
Two more are worth knowing about before you go further: language and formats, which decides how dates, numbers and currencies come out, and roles and permissions, which decides what everyone else on your team sees.
Browse by area
Every part of the product has a section here, and each one opens with a page that says what the screen is for before it goes into detail.
Invoices
Writing one, checking it, finalizing it, correcting it, and sending it as an e-invoice.
Time tracking
Logging hours, the week and month views, and putting the hours on an invoice.
Travel expenses
Trips, per diems, receipts, approval, and reimbursement.
Projects and pipeline
The list and the board, stages, rates and terms, assignments, and what needs attention.
Contacts and organizations
People and companies, their addresses and VAT IDs, and two-way vCard sync.
CVs
The editor, sections, themes, photos, imports, anonymizing, and exports.
Files
Uploading, organizing, finding a file again, and how storage is encrypted.
Inbox
Connecting a mailbox and turning what arrives into records you can act on.
Settings
Your invoicing profile, team roles and seats, billing, integrations, and API keys.
If you cannot find it
Search covers every page on this site, in both languages. Start there for anything specific, such as a field name or a status label.
Common problems collects the things that go wrong most often, with what to do about each one.
Some questions are about the rules rather than the buttons. How VAT is decided and e-invoicing in Germany explain what Steerd is working out on your behalf, the status glossary says what a label on a record actually means, and your data covers where it is stored and how to get it back out.