1️⃣ Create Your Agency EMAIL VERIFIED
1
Open travelaccountix.com and press Activate Your 15 Days Trial.
2
Fill the form: agency name, email (+ confirm email), password (min 8 characters), phone and address. Agree to the Terms & Conditions, solve the small security check, and press 📧 Send Verification Code.
3
A 6-digit code is emailed to you. Enter it on the next screen — done! Your agency is created and the 15-day free trial starts.
⚠️ Code not in the Inbox? Please also check your Junk / Spam folder — the email sometimes lands there. Wrong code? No problem: just press Resend and a fresh code arrives. Codes stay valid for 30 minutes.
💡 Each email can register only one agency — this keeps every account genuine and secure.
2️⃣ Login with Email Code NEW
Every login is protected by a code sent to your email — so even if someone knows your password, they cannot enter without your email.
1
Open Accounts Login, enter your email (or username) and password, and solve the captcha.
2
A 6-digit login code is emailed to you. Enter it — you are inside your private agency account.
3
Code expired or mistyped? Press Resend and try again — you get several attempts, nothing gets locked.
💡 Always check Inbox + Junk/Spam for the code email. This applies to the admin and to every accountant — each person receives the code on their own email.
3️⃣ Profile, Theme & Branding NEW
Go to ⚙️ Profile. Your signup details are already filled in. Here you can:
- Update your agency name, phone, address and logo
- Pick your theme color — new agencies start with a beautiful red theme by default; change it to any color you love, anytime
- Change your admin email or password (a verification code is emailed for safety)
- Activate a Delete PIN — highly recommended! It stops accidental deletions
💡 Your agency name shines in a royal animated style at the top of every page — set a name you are proud of.
4️⃣ Banks, Cash & Opening Balances
Go to 🏦 Banks & Cash:
- 💵 Cash Drawer — Opening Balance: the cash physically in your drawer today (from your old records)
- 📈 Profit (P&L) — Opening Balance: your accumulated profit so far (e.g. last closing)
- 🏦 Banks: add each bank account (e.g. MCB, HBL, Meezan) with its current balance
💡 The cards stay LOCKED — press ✏️ Edit to change them. Opening figures flow automatically into the Dashboard, P&L and Balance Sheet.
5️⃣ Vendors & Customers
🏢 Vendors: add your suppliers — airlines, consolidators, hotels, visa suppliers — with category and opening payable (if any).
👥 Customers: every customer belongs to a Main Account (a family / group / company ledger). Create the Main Account first, then add customers under it — one family, one account, many passengers.
💡 In a hurry? Create vendors and customers on-the-fly with + Add New right inside the New Entry form.
6️⃣ Your First Entry
1
Open ➕ New Entry and pick the product — Tickets / Umra / Visa / Hotel / your own custom products.
2
Select the vendor (bought from) and customer (sold to). Choose the salesperson in Issued By.
3
For Tickets: enter PNR, airline, and each passenger's name / ticket # / visa & passport numbers with bought-sold amounts. For other products, enter amounts all-together or per-passenger.
4
Optionally record the payment received and attach passport/ticket scans — then Save Entry.
Profit is calculated instantly and the Dashboard, ledgers and reports update themselves. The invoice number (INV-0001…) is created automatically and printable.
7️⃣ Payments & Receipts
Go to 💸 Payments:
- 🧾 Payment by Invoice #: the fastest way — type the invoice number, press Find, and Receive the amount
- Receipt (IN): from a customer into cash or bank
- Payment (OUT): to a vendor from cash or bank — the payable decreases automatically
- 🔀 Transfers: move money between your own cash and banks
⚠️ Entries with linked payments cannot be deleted until those payments are deleted first — this protects your accounts from mismatches.
8️⃣ Refunds
Ticket cancelled? Open ↩️ Refunds, search the entry by PNR / ticket # / passenger / invoice, and fill the airline-style form: what the vendor returns to you, the cancellation fee, your service charge, and the customer refund. The sale reverses and reports show the Refund Impact separately.
9️⃣ Expenses & Salaries
🧾 Expenses: create expense accounts (Rent, Utilities, Marketing…) and record spending from cash or bank.
👔 Employees: add staff with monthly salary, then pay salaries month by month. When a salary changes, use New Salary Effective From — previous months keep the old salary automatically.
🔟 Journal Vouchers (JV)
JV is for everything that is not a sale or purchase. Common examples:
- Owner invests money: Debit = Cash/Bank, Credit = Owner Capital
- Owner takes money out: Debit = Owner Drawings, Credit = Cash/Bank
- Salary paid from profit: Debit = Salary/Expense, Credit = Profit/Loss
- Other income (e.g. service charges): Debit = Cash, Credit = JV Profit
💡 Total Debit must equal Total Credit — the form will not let you save an unbalanced JV, so your books always stay perfect.
1️⃣1️⃣ Reports
- 🏠 Dashboard: cash, banks, receivables, payables, today's sales and profit at a glance
- 📄 Statements: full ledger of any customer, vendor or bank — with print/PDF and bulk invoice ZIP download
- ⚖️ Trial Balance: who owes you, whom you owe, and every account's summary — always balanced
- 📑 Balance Sheet: assets, liabilities and Owner's Equity as of any date
- 📊 P&L: profit & loss for any period — operating expenses separate from losses
- 🏆 Salesperson Ranking: see which salesperson brings the most profit
1️⃣2️⃣ Staff (Accountants) & Roles
From 🧑💼 Accountants (admin only), add your staff. Each accountant needs a unique username and their own email — their login code arrives on their email, so every login is verified.
- Full Access: everything except admin-only settings
- Entry Only: can add entries, but no edit / no delete
- View Only: can view reports only — no changes
1️⃣3️⃣ Activity Inbox (🔔 Bell) NEW
See the 🔔 bell at the top-right of every page, next to your name? That is your Activity Inbox.
- Every action by every accountant — customer added, entry made, payment received, refund, edit, delete — is recorded automatically
- The red counter shows how many activities you have not seen yet
- Click the bell to open a beautiful timeline: who did what, and at what time
- Use the 📅 calendar to jump to any date, or the ‹ › arrows to move day by day
💡 Perfect for owners: even when you are away, one look at the bell tells you exactly what happened in your agency today — and any previous day.
1️⃣4️⃣ Khan — Your 24/7 Help Chat NEW
Tap the 💬 Khan button (bottom-right of any page) and ask anything, in your own words:
- "How do I make an entry?"
- "Client paid me — how do I record it against the invoice?"
- "Where do I set opening balances?"
Khan answers instantly with exact step-by-step guidance and a button that takes you straight to the right page. It never sleeps, never gets tired — your personal software trainer, free, 24/7.
1️⃣5️⃣ Backup & Restore
Go to ⚙️ Profile → 💾 Backup & Restore:
- 📦 Data Backup: all accounting data without attachment files — small & fast, take it daily
- 🗂️ Full Backup: data + all attachments (passport copies, ticket scans) — take it weekly
Restore is safe: it asks you to type RESTORE, and automatically saves a snapshot of your current data before replacing anything.
⚠️ Make backups a habit — they are your safety net. Keep copies on your phone/PC and a USB.
1️⃣6️⃣ Trial, Subscription & Support
Your trial lasts 15 days — the remaining days show in the banner at the top of every page. Before it ends, contact Travel Accountix to subscribe and keep your access. Your data stays safe; access simply pauses until renewal.
💡 Need help, renewal or a custom feature? Contact Travel Accountix — we built this for agencies like yours.