Overview

Explore Marbles

Everything in Marbles works from the same accounting records, so your accounts and reports stay up to date as transactions are recorded.

Getting started

Get your business ready to use Marbles in a few steps.

1. Create your account and organisation. Enter your business details and complete the organisation setup. Both are described below.
2. Confirm your GST settings. Check your GST accounting method and reporting period under Settings > Activity Statement settings. See Tax.
3. Migrate your existing books. Moving from Xero? Follow the Xero migration guide to bring your existing accounting records across. If you are moving from another system, see Opening balances.
4. Connect your bank accounts. Set up a nominated representative with your bank if required, then connect your accounts so that transactions arrive automatically. See Banking.
5. Invite your team and accountant. Give each person the appropriate access under Settings > Users. See Users and roles.

Creating your account and organisation

1. Select Create an account on the sign-in page and continue with your email address.
2. Under Create your organisation, enter your Australian Business Number (ABN) and select Look up. Marbles retrieves the entity name, type, GST registration and location from the Australian Business Register. If you do not have an ABN, select I don't have an ABN and enter the organisation name.
3. Under Choose your plan, select a plan. No payment is taken at this step, and the plan can be changed later under Settings.

Setting up your organisation

The first time you open a new organisation, Marbles asks you to confirm its details under Set up your organisation.

• Organisation details: display name, legal or trading name, organisation type, ABN, contact details and addresses. You can also upload a logo.
• Financial Year End: the last month of your financial year.
• Tax Settings: your tax file number, and whether sales and purchases default to tax exclusive, tax inclusive or no tax.
• Lock Dates and Time zone. The time zone determines the dates used in reports and activity statements.

Select Finish setup to begin. Until an administrator completes this step, other users see a message that the organisation is still being set up. All of these details can be changed later under Settings.

Migrating from Xero

Moving from Xero? Marbles can help you bring your existing accounting records across, so that you can pick up where you left off. The Xero migration guide explains what to prepare, what comes across and what to check afterwards.

Signing in and switching organisations

One Marbles account can belong to several organisations. When you sign in, select the organisation to open under Choose an organisation, or select Create a new organisation. To move between organisations while signed in, select the organisation name at the foot of the main menu and choose another.

Your own name, job title and contact details are maintained under Settings > Account.

Users and roles

Administrators can invite and manage users under Settings > Users. Select Invite user, enter the person's email address and name, and choose their roles. The person receives an email with a temporary password. Until they sign in, they are listed as Invited, and the invitation can be sent again from their user page. Select a user to change their roles or to remove them from the organisation.

Each module page ends with the permissions that apply to that module. Your accountant or bookkeeper is normally invited as an Advisor.

The dashboard

The dashboard gives you an overview of your business and the work that needs your attention.

• Key figures: net cash generated, revenue and net income for the month, and the current cash balance, each compared with the previous period.
• Tasks: items to reconcile, overdue invoices, invoices awaiting approval, overdue bills and bills awaiting approval. Select a task to open the relevant list.
• Taxes: draft activity statements and activity statements to lodge.
• Charts: cash in and cash out with the starting and ending balance, and income against expenses, for the last 3, 6 or 12 months, together with total revenue for the last 12 months.

Payroll

Marbles brings together Australian payroll and accounting, powered by one of Australia's leading payroll providers.

• Awards and entitlements: apply modern awards, penalty rates, overtime, allowances and leave entitlements.
• Pay runs: calculate employee wages, PAYG withholding and superannuation, and issue payslips.
• Single Touch Payroll: report payroll information to the ATO through STP Phase 2.
• Superannuation: calculate and process employee super contributions, including Payday Super.
• Accounting: finalised pay runs post wages, superannuation and PAYG withholding to your Marbles ledger automatically.

See Payroll for setup instructions and managing your pay runs. This functionality is being enabled progressively on Marbles accounts from early October 2026.

Contacts

Contacts holds your customers and suppliers. The list has tabs for All contacts, Suppliers, Customers and Archived, and shows what you owe each contact and what each contact owes you.

Select New contact to record the contact name, an optional account number, the primary person and additional people, phone numbers, addresses, the ABN, and the bank details used when paying the contact. A contact can also be created directly from the Contact field on a bill, an invoice or a bank reconciliation line.

Each contact's page has tabs for Activity, Details, Financial and Files. Archive a contact you no longer deal with. Archived contacts are hidden from the list but kept for your records, and can be restored.

Settings

Settings has four tabs: General settings, Subscription (administrators only), Account and Notifications. The general settings include the following.

Under Subscription, an administrator can choose or change the plan, view the payment method and invoices, and cancel the subscription. After cancelling, access continues until the end of the current billing period. Under Notifications, choose which events send an email notification, such as an invoice becoming overdue or a bill falling due. Notifications are sent to every user in the organisation. A setting shown greyed out is not yet available.

Concepts used throughout Marbles

• Draft, approve, pay. Invoices, bills and expense claims are saved as drafts, posted to the ledger when approved, and marked as paid when the payment is matched in bank reconciliation.
• Tax rates. Every transaction line carries a tax rate, which determines the GST recorded and where the amount appears on your activity statement. See Tax.
• Void and reverse. A posted transaction is never silently deleted. It is voided at its original date. When its period is locked, a journal is reversed with a new entry, and an invoice or bill is cancelled with a credit note. See Accounting.
• Lock dates. A lock date prevents changes on or before a chosen date. See Accounting.
• History and notes. Actions are recorded with the user and the date, and can be reviewed under Accounting.

Security and your data

Customer data is hosted in Australia, on AWS infrastructure in Sydney, and Marbles is ISO 27001 certified. Bank connections are made through the Consumer Data Right and are read-only: Marbles can see the accounts and transactions you authorise and cannot move money through them. For more information, see Security at Marbles and the Privacy Policy.

Getting help

Select Support at the top of any page in Marbles, describe the problem under How can we help? and select Submit. We usually respond within 24 hours by email. Include the organisation name, the page you were on and, where relevant, the transaction or document number, so that we can find the record quickly.

You can also write to hello@marbles.ltd.