Yonetior

User Guide

Your guide to getting the most out of Yonetior

What is Yonetior?

Overview

Yonetior is a professional services management platform designed to help teams organize their clients, projects, tasks, and expenses in one place. Whether you run a law firm, consultancy, accounting office, or any service-based business, Yonetior streamlines your daily operations. The platform brings together project tracking, expense management, AI-powered receipt recognition, and team collaboration into a single, easy-to-use interface.

Core Concepts

The platform is built around a few key concepts. A Client represents a person or organization you provide services to. A Project is a specific engagement or case tied to one or more clients. Expenses track costs incurred during a project, while Receipts let you upload images or PDFs and have AI extract the details automatically. Tasks help you manage the work within projects, and Documents store all related files in one place.

Quick Start

Follow these steps to get up and running with Yonetior in just a few minutes.

  1. Log in to your Yonetior account and explore the Dashboard.
  2. Add your first client from the Clients page.
  3. Create a project and link it to your client.
  4. Assign tasks to your team members within the project.
  5. Start tracking expenses and uploading receipts.