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Your first week: a suggested path

An ordered path through Spyral for a new firm, from signing in to running a first annual accounts cycle.

Spyral does several different jobs and it is not obvious which to start with. This is the order that gets a fiduciary firm to something real fastest, spread over a week. None of it is compulsory, and none of it has to be done in one sitting.

Before you start, check What you need to get started so you are not hunting for a document halfway through.

Day 1: sign in, secure the account, start the slow thing

Sign in and set up an authenticator app. Every sign in needs a six digit code. Setting up an app now means the code comes from your phone instead of waiting on an email each time. See Sign in and set up two-factor authentication.

Start your eCDF agent access request. Do this on day one even though you will not file anything for weeks.

Filing with eCDF needs your firm to hold XML transfer rights, and granting them involves your firm's eCDF account administrator and an external authority. It is not instant and you cannot hurry it. Everything else in this list can be done in an afternoon. This one cannot, so put it in motion first and let it run in the background. See Set up your firm's eCDF agent access.

Look around the sample workspace. A specimen company with three classified Luxembourg documents is created for you, so you can see a working library before you have uploaded anything. Remove it whenever you like. See Set up your firm.

Day 2: put real documents in

Upload a handful of documents for one client company. Not everything you hold. Pick one company you know well and upload its recent papers: the RCS extract, last year's annual accounts, the minutes approving them, a few invoices.

A small, real set is far more useful than a bulk import, because you can check what Spyral made of each file and tell immediately whether it got it right.

See Upload your first documents.

Day 2 or 3: create your first company properly

Import the RCS extract for that company. This is the step that turns a pile of documents into a company record. Spyral reads the extract and creates the company with its legal form, registered office, share capital, financial year end, managers and shareholders.

See Import a company from an RCS extract.

Then read the company profile. Open the company and go through its Overview tab against the extract in front of you. Check the managers, the share capital and above all the financial year end.

Day 3 or 4: run one annual accounts cycle

Do this for the single company you have just imported, end to end, before touching any others. One complete pass teaches you more than ten partial ones.

1. Start the cycle. Importing the extract may already have created one for the year you chose. See Start a cycle.
2. Configure it. Set the financial year, the meeting date and the result, then confirm who signs: the shareholder, and an email address for every manager on the board. See Configure the cycle and confirm signers.
3. Generate the resolutions and send them for signature. See Generate and dispatch the resolutions.

By the end of this you will know exactly which details Spyral needs from you and which it works out for itself, which is the knowledge that makes the next twenty companies quick.

Day 4: bring your colleagues in

Invite the people who will do the work. Invitations expire after 48 hours, so send them when your colleagues are actually around to accept.

Decide roles as you invite. A consultant can run the annual accounts workflow end to end, including filing, but cannot delete documents or reclassify them. A viewer can only read, and cannot even ask the assistant a question.

See Invite your colleagues and Team members and roles.

Day 5: ask the documents something

Open the assistant and ask a real question about the company you set up. Who are the managers and what are their signing powers. What was last year's result and how was it allocated. What is the share capital.

Check the citations. Every answer shows which document it came from, and following those links is how you learn to trust it, or learn where it needs help.

Where you should be by the end of the week

• Two-factor authentication on, with the recovery key stored somewhere safe.
• The eCDF agent access request submitted and waiting.
• One company imported and checked against its RCS extract.
• One annual accounts cycle configured, generated and out for signature.
• Colleagues invited with sensible roles.
• The sample workspace removed, once you no longer need it.

From here, the next things worth reading are Deadlines and, if your firm keeps books, the bookkeeping section.

If something does not behave as described here, see How to get help.