Step 1: Setting up your Cryptio account

Before diving into Cryptio, let’s take a tour of your workspace and set it up so it works for you and your business. Spending time on these steps will give you a strong foundation for building a healthy workspace.

Navigating Your Workspace

When you log into Cryptio, you’ll land on the Treasury Page in your workspace.

In the upper-right corner, you’ll see three icons for quick navigation:

• 👤 Profile icon – Access your personal settings, update your password, manage your Cryptio subscription, and set up two-factor authentication (2FA).

• ⚙️ Settings icon – Open your workspace settings in a drawer on the right-hand side.

From workspace settings, you can configure the following defaults:

• Name and Description – Add context about your workspace (e.g., “UK Entity”).

• Workspace Currency – We recommend using the fiat currency you use in your ERP.

• Timezone – Many blockchains default to UTC, but it’s often best to match your ERP’s timezone to avoid discrepancies.

• Cost Basis Methodology – Select a per-wallet cost basis methodology whenever possible.

• Lock/Unlock Periods – After completing a period, lock it to prevent accidental changes to transactions.

• Workspace Members – Add, remove, and manage members.

Main Sections of Your Workspace

On the left-hand side of your screen, you’ll see the main navigation menu:

• WORKSPACE

• NAVIGATE

• ACCOUNTING

• CONNECT

• AUDIT READINESS (Enterprise customers only)

Workspace

If you have multiple workspaces, you can switch between them here.

• Manage Workspaces – See a list of all your workspaces and a brief overview of each. Click on any row to access its settings.

• Manage Invitations – Review pending invitations you’ve sent to teammates.

Navigate

This is where most of the action happens. Here, you can manage your:

• Transactions

• Assets

• Contacts

• Treasury (your one-stop shop to monitor positions)

Accounting

In this section, you can:

• Connect Cryptio to your ERP (e.g., QuickBooks, Xero)

• Import and set up your Chart of Accounts

• View your live Trial Balance

Connect

This section lets you:

• Import transactions using connectors

• Set up integrations (e.g. Fireblocks)

• Access the reporting suite

Audit Readiness (Enterprise Only)

If included in your subscription, this module helps you prepare confidently for audits. Contact your account manager if you’d like to enable this feature.