nunia tutorial videos with transcript
Nine short tutorial videos guide you through the most important workflows in nunia, from the workspace through data import and financial statements to GM minutes, analysis and permanent files. Each video has its own page with subtitles, the full transcript and the most frequently asked questions.
- 01 · First steps · 4:53Welcome to nunia – your workspaceBoard, agenda, tasks, deadline calendar with calendar subscription, responsibilities per engagement and creating a new engagement.
- 02 · First steps · 3:56Importing dataRead in the trial balance as CSV, Excel or PDF, check the columns, map accounts to the SME chart of accounts, add the prior year.
- 03 · Financial statements · 4:36Preparing financial statementsBalance sheet and income statement with prior year, notes under Art. 959c CO, fixed asset movement schedule, CO or FER, five languages and PDF.
- 04 · Closing · 5:03The closing processClosing file with evidence per account, questions, checklists, four-eyes review, approval and read-only access for the auditor.
- 05 · Company & resolutions · 4:27GM minutes & share registerShare register under Art. 686 CO, GM minutes with agenda items, opting-out check, dividend with withholding tax.
- 06 · Data exchange · 3:37Data exchange with the client and the auditorRequest documents and questions via the client portal, automatic reminders, provide the financial statements, auditor.
- 07 · Analysis · 3:52Capital analysis & share valuationCheck loss of capital, over-indebtedness and repayment of contributions; tax value of unlisted shares under Circular No. 28.
- 08 · Analysis · 3:31AnalysisHidden reserves over all years, company analysis with key figures and company valuation using four methods.
- 09 · Master data · 3:03Permanent file & master dataKeep master data, governing bodies, accounting, the audit requirement table and permanent files by category in nunia.
Where to start?
If you are new to nunia, start with the workspace and then follow the path of a closing: import the trial balance, prepare the financial statements and run the closing process with four-eyes review. Then come the topics around the company: GM minutes, share register and dividend, the data exchange with the client and the auditor, the capital analysis and share valuation, the analysis and master data and permanent file.
The professional background to financial statements, appropriation of profit, GM minutes, share register, audit requirement and capital protection is explained on the pages under Knowledge.
Subtitles and transcript
All videos have English subtitles, which you can switch on and off in the player. The transcript on each video page contains the full spoken text, organised by chapter: for reading up, for searching for a term or if you prefer to read without sound. The videos show nunia with sample clients and sample figures; names and amounts are fictitious.
Frequently asked questions
Do I need an account to watch the tutorial videos?
No. The tutorial videos are public and play directly in the browser, with English subtitles.
Are the videos also available in the software?
Yes. The tutorial videos are also available in nunia itself, matched to the respective page.
In which order should I watch the videos?
To get started, the order 01 to 04 is recommended: workspace, data import, financial statements and closing process. The other videos can be watched individually.
Can I try nunia myself?
Yes. The system tour opens a test environment with sample clients and sample figures, without registration. You can arrange a personal online demo under Book a demo.
Try nunia
The system tour shows nunia with sample clients and sample figures, no registration required. For questions about your firm, book an online demo.