Spurrin
Help Center

Everything you need to master Spurrin

Step-by-step guides, video walkthroughs and answers to common questions.

Getting started

Sign up, set up your first workspace and import opening balances.

  • Create your account
  • Choose your workspace type
  • Run the onboarding wizard
  • Import opening balances from Tally / Zoho
  • Invite your team and accountant

Bookkeeping basics

Chart of accounts, journal entries and reconciliations.

  • Customising your chart of accounts
  • Recording your first journal entry
  • Bank reconciliation step-by-step
  • Closing a financial year
  • Reading the Trial Balance & P&L

Invoicing & sales

Create, send and get paid for invoices and quotes.

  • Designing branded invoice templates
  • Setting up recurring invoices
  • Sending payment reminders
  • Issuing credit and debit notes
  • Tracking customer ageing

GST, TDS & compliance

Returns, e-Invoice, e-Way bill and compliance calendar.

  • Generating GSTR-1 and 3B JSON
  • Filing GSTR-9 (annual return)
  • Generating an e-Invoice (IRN)
  • Recording TDS deductions
  • Using the compliance calendar

Purchases & expenses

Bills, vendor payments and inventory.

  • Recording vendor bills
  • Capturing expenses with attachments
  • Setting up inventory items
  • Running a vendor pay-run
  • Issuing purchase orders

Payroll & HR

Employees, salaries and statutory filings.

  • Adding your first employee
  • Configuring salary structures
  • Running monthly payroll
  • Generating PF/ESI ECR files
  • Year-end Form 16 generation

Professional practice

Workflows for doctors, lawyers, CAs and 17+ other professions.

  • Setting up a doctor's clinic workspace
  • Tracking patients and visits
  • Lawyer case & hearings register
  • CA engagement and compliance tracker
  • Freelance project tracker

Personal finance

Budgets, goals, investments and net worth.

  • Setting up bank accounts and cards
  • Creating a monthly budget
  • Tracking loans and EMIs
  • Adding investments to your portfolio
  • Understanding your net worth

Billing & subscription

Plans, upgrades and payments.

  • Comparing plans
  • Upgrading from Free to Pro
  • Updating your payment method
  • Downloading invoices
  • Cancelling your subscription

Security & data

Roles, audit logs, exports and account deletion.

  • Understanding roles and permissions
  • Reading the audit log
  • Exporting your data
  • Two-factor authentication
  • Deleting your account

Find guides for your role

Business owners
Multi-company books, GST, payroll.
Professionals
Practice + finance in one workspace.
Individuals
Personal budgets, goals & investments.

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