Didyma Help Center

Find your way around Didyma

Use the help center to learn the core workflow, from adding a client and collecting documents to preparing and reviewing a financial statement.

Start with Show me around Didyma for a guided tour of the complete workflow.

Clients

• Add a client
• How the Zefix integration works
• Manage client permissions

Documents

• Upload and organize documents

Financial statements

• Create a financial statement
• Import financial data
• Understand the statement steps
• Use a prior-year rollover
• Finalize a statement and build the compliance pack

Integrations

• Set up Abacus
• Connect Bexio
• Connect M-Files

More practical guides

• Choose the closing scope
• Use the navigation and sidebars
• Map spreadsheet columns
• Map and review accounts
• Resolve checklist issues
• Approve and post bookings
• Customize and regenerate a report
• Correct a finalized close
• Set up your team and account
• Get help and report a problem