HIBR ERP first-day setup walkthrough

Verify your account email

After signing up at /erp/beta/, check your inbox for the welcome email from hello@hibr.ai. Click the "Verify Email" button. This activates your HIBR account and gives you access to the setup flow.

If the email doesn't arrive within 5 minutes, check spam/junk. If still missing, email hello@hibr.ai with your signup email address.

Set up your organization

The first time you log in, you'll be guided through organization setup. Fields:

• Legal name — exactly as on your trade license, including company suffix (LLC, FZ-LLC, FZE, etc.)
• Trading name / DBA — if different from legal name
• TRN — 15 digits; HIBR validates the format automatically
• Trade License number — alphanumeric per your DED / Free Zone authority
• Trade License authority — DED Dubai / ADED / Free Zone authority name
• Trade License expiry — used for renewal alerts
• Fiscal year-end — typically 31 December for calendar-year UAE businesses, 31 March for some, varies per license
• VAT filing frequency — Quarterly (default) or Monthly (if FTA-assigned)
• Functional currency — AED (default for UAE entities)
• Free Zone status — Yes/No (Yes triggers QFZP-aware classification + Substance documentation prompts)

Once submitted, HIBR provisions your organization in AWS me-central-1 (Bahrain) and creates the UAE-default chart of accounts.

Review and customize your chart of accounts

HIBR auto-creates a UAE-default chart of accounts with ~120 GL accounts covering: assets, liabilities, equity, revenue (split by VAT treatment), cost of revenue, operating expenses (split by category), other income/expense, taxes payable.

Review the default chart at Setup → Chart of Accounts. Three common customizations:

• Add accounts specific to your business — sub-accounts for revenue streams or expense categories you track separately
• Rename accounts to match your team's familiar terminology
• Mark inactive any default accounts you won't use (no need to delete — keeps audit trail intact)

Don't over-customize on day 1. The UAE-default chart works for ~80% of SMBs as-shipped. Refine over the first 30 days as you discover specific needs.

Invite your team members

Go to Setup → Users & Permissions. Invite users with email + role:

• Owner — full access, can manage billing + delete account. Limit to 1-2 people.
• Admin — full access except billing + account deletion
• Finance — posting access to all accounting modules, no admin actions
• HR/Payroll — payroll module + employee records only
• Sales — invoice creation + customer management only
• Read-only — view-only, for external accountants, auditors, advisors
• Custom — per-module permissions for specific patterns (Pro+ tiers)

Each invited user receives an email to set their password. Track invitation status in the Users list. The Lite tier supports 1 user; Pro supports 5; Enterprise unlimited.

Connect your primary bank

Go to Banking → Connect Bank. HIBR supports direct feeds from the major UAE banks at launch:

• Emirates NBD (corporate API)
• First Abu Dhabi Bank (FAB Open Banking)
• ADCB Hayyak
• Mashreq Neo Biz
• Wio Bank
• RAKBANK

For banks without direct feed: enter account details manually and import statements via CSV or MT940 monthly. Direct feeds are preferred — daily auto-reconciliation, no manual upload.

Bank connection involves a one-time authorization in your online banking portal. HIBR receives read-only transaction data; it cannot initiate transfers.

Issue your first invoice

Go to Sales → New Invoice. The form auto-populates from your organization setup:

• Customer: enter or select (HIBR creates the customer record on first use)
• Customer TRN: HIBR validates the format; this is required for UAE B2B Tax Invoices under Article 65
• Invoice date: today by default (this is the VAT tax point for most supplies)
• Due date: defaults to Net 30; adjust per your terms
• Line items: description, quantity, unit price, VAT treatment (Standard 5% / Zero / Exempt / Out of Scope / Reverse Charge)
• Currency: AED default; switch to USD/EUR/etc. for international clients

Hit Preview. You'll see the bilingual EN+AR tax invoice format with all Article 65 required fields. Save as Draft or Send. Send delivers the invoice via email with a Telr/PayTabs payment link if you've connected a payment gateway.

Your first invoice is now posted to revenue + VAT control account. Your books are live.