Additional apps and features
Capacity Planning, Proposals, Mini Uku (Chrome extension), Chat, Workforce Management, and Budgeting — what each does, which plan is required, and how to enable them.
Settings & Integrations
Users, permissions, e-Business Register, e-invoicing, and accounting integrations.
All articles
Section titled “All articles”Bulk actions and exports on the Members page
Select multiple members to run a combined report, or process multiple vacation requests at once. Export member and vacation data to CSV from the action menu.
Bulk-assign or reassign clients across team members
From the client list, assign one team member to many clients at once, remove them from many clients, or replace one member with another — all in a single bulk action.
Company settings guide
Configure task permissions, client management rules, calendar visibility, and time entry locking from Settings & Apps > Company > Settings.
Documents app — Google Drive and Dropbox integration
Connect Uku to Google Drive or Dropbox so files uploaded through tasks, emails, or the Client Portal are automatically saved to an organized folder structure in your cloud storage.
Email app settings and configuration
Configure sending addresses, email signatures, templates, and incoming reply handling in Settings & Apps > Emails.
How to manage members
Add, invite, organize into groups, and deactivate team members. Manage member roles, statuses, and export member data from the Members page.
Mailbox — email outbox and delivery log
The Mailbox is a central log of every email Uku has sent — view delivery status, identify failures, and resend failed emails in bulk.
Public API
Generate API keys, authenticate with JWT tokens, and start making requests to the Uku Public API. Requires the Elite plan.
Roles and permissions guide
The two-axis permission system: company role (Owner/Admin/Member) and client permission (Client Admin/Client Member). How they interact, what each unlocks, and how to change them.
Security and login methods
Control how your team signs in to Uku — enable or disable Email/Password, Google, Microsoft Azure AD, and Xero login from Settings & Apps > Company > Security.
Setting up accounting integrations
Enable and configure accounting software integrations (Merit Aktiva, Xero, QuickBooks, e-conomic, Fortnox, and more) in Settings & Apps so work statistics flow automatically into your Uku workflows.
Settings & Apps overview
The Settings & Apps page is your central hub to configure your Uku account, enable feature apps, and connect accounting integrations.
Subscription and plan management
View your current plan, change subscription tiers, adjust member counts, apply voucher codes, and manage payment methods from Settings & Apps > Subscription.