# Quiddly Knowledge Base

> Guides for operations and client-portal users of Quiddly: setting up an instance, the daily routine, the Operations Portal and the Client Portal.

Each section below is a separate markdown file. Read the one the question is about rather than the complete documentation.

## Documentation Sets

- [Complete documentation](/kb/llms-full.txt): the full documentation for Quiddly Knowledge Base
- [Setup Quiddly](/kb/_llms-txt/setup-quiddly.txt): configuring an instance: entities, reminder profiles, bank accounts, users and roles, matching engines, debt collection
- [Daily Routine](/kb/_llms-txt/daily-routine.txt): the recurring operational work: importing payments, unplaced payments, reminders, billing, payouts
- [Operations Portal](/kb/_llms-txt/operations-portal.txt): screens and actions in the Operations Portal: clients, debtors, invoices, factoring, collection, the rule engine
- [Client Portal](/kb/_llms-txt/client-portal.txt): screens and actions in the Client Portal, used by your clients
- [Finance and Accounting](/kb/_llms-txt/finance-and-accounting.txt): closing of accounts, bookkeeping vouchers, balance adjustments and SIE files
- [Modules](/kb/_llms-txt/modules.txt): optional modules such as Match+
- [Integrations and API](/kb/_llms-txt/integrations-and-api.txt): ERP integrations, webhooks and where to find the API reference
- [Concepts and FAQ](/kb/_llms-txt/concepts-and-faq.txt): cross-cutting explanations, what the system sends, and the FAQ

## Notes

- The complete documentation includes all content from the official documentation
- The content is automatically generated from the same source as the official documentation