Nexus ERP, Documentation

Welcome. These guides walk you through everything you can do in Nexus ERP, no diagrams, no jargon, just clickpaths.

Start here

• New to the app? Read Getting started, a 10-minute tour of the things you'll do most.
• Need to give people access? Inviting vs creating users explains the two ways and when to use each.
• Confused by roles? How roles work is the one-stop guide.

Common tasks

• Create a client
• Send an invoice
• Record a payment
• Create a task
• Convert a lead into a client
• Create a short URL
• Schedule a meeting
• Create a task from WhatsApp

Browse by area

• Concepts: data model, permissions, client portal.
• Team: invite vs create, roles, teams.
• Profile: your profile, notifications, WhatsApp.
• CRM: clients, leads, projects.
• Finance: overview, invoices, quotes, payments, accounts, expenses.
• Marketing: short URLs.
• Work: tasks, files, chat, meetings, passwords.
• Admin: org settings, custom domains, email senders, feature flags, API keys, audit log.

Building an integration?

The Developer API Reference appears in the sidebar when you are signed in with the Developer Access permission. It documents every API endpoint with its input schema and a live Try it panel that runs against your real organisation.