Before we dive into Cryptio, let’s take a tour of your workspace and set it up so that it’s bespoke to you and your business. Spending time going through these steps will set the foundation for building a healthy workspace. Let’s go!

Navigating your workspace

When you log into Cryptio, you will be taken to your Treasury Page on your workspace.

In the upper right hand corner, there are three icons that you can click for quick navigation:

If you click on the 👤 icon, you can see your personal settings, including your password and Cryptio subscription. This is also where you can set up 2FA.

The ⚙️ icon will open your workspace settings in a drawer on the right hand side.

Here, you can select the default settings for your workspace, including:

• Name
• Description
  • This is particularly helpful for adding any context about the workspace, e.g. UK entity
• Workspace currency
  • We recommend using the fiat currency you use in your ERP
• Timezone
  • It can be helpful to set this to UTC simply because this is usually the time that blockchains will use, however it may be best to match this to your ERP’s particular timezone, to avoid any slight discrepancies caused by time differences
• Cost basis methodology
  • We recommend selecting a per-wallet cost basis methodology where possible
• Lock/unlock a period
  • Once you have completed all of the work for a particular period, we highly recommend locking it so that no changes or updates can take place on the locked transactions
• Workspace members and their management

On the left hand side of your screen, you’ll be able to see the following main sections:

• WORKSPACE
• NAVIGATE
• ACCOUNTING
• CONNECT
• AUDIT READINESS (Enterprise customers only)

WORKSPACE

Under WORKSPACE, if you have more than one workspace you will be able to navigate to each one here. Click on the arrow after WORKSPACE, from here if you click on another name you will swap to that workspace.

You can manage the workspace and any invitations here as well.

Clicking on Manage workspaces will bring up a list of all of your workspaces, and you can see a brief overview of each one. If you click anywhere on a particular row, it will also bring up that workspace’s settings.

Clicking on Manage invitations will bring up a list of all pending invitations you have sent to your teammates.

The following pages in this Quick Start Guide will walk you through each of the other sections, but here’s a brief overview of what you can do in each one:

NAVIGATE

This is where the magic begins to happen, and where you’ll manage your transactions, assets, contacts and more! Your Treasury also lives here, which is a one-stop shop to monitor your positions.

ACCOUNTING

Here you’ll connect to your chosen ERP (Enterprise Resource Planning, typically Quickbooks or Xero), import and set up your Chart of Accounts, and see your live Trial Balance.

CONNECT

In this section, you’ll import your transactions using our connectors, as well as connect with some of our integrations such as Fireblocks. Our reporting suite also lives here.

AUDIT-READINESS

If this is part of your subscription with Cryptio, there are different components that make up this module that empowers you to confidently prepare for an audit. Please reach out to your account manager if you are interested in unlocking this on your workspace!

Now that we’ve toured the different sections of your workspace, let’s start importing your transactions!