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Getting Started
Setting up your company account
Configure your company profile, branches, time zones and branding before inviting your team.
6 min read · 18,420 views
Getting Started
Inviting your team and assigning roles
Bulk import employees, send invitations and apply the right permission set to each role.
4 min read · 15,230 views
Scheduling
Building and publishing your first roster
Use templates, availability and skill matching to publish a compliant weekly roster.
7 min read · 22,110 views
Scheduling
Managing shift swaps and open shifts
Let staff trade shifts safely with approval rules and qualification checks.
5 min read · 9,840 views
Time Tracking
Troubleshooting GPS clock-in issues
What to check when a team member cannot clock in at a geofenced site.
5 min read · 12,660 views
Time Tracking
Reviewing and approving timesheets
Use exception filters to approve a full pay period in minutes.
4 min read · 17,420 views
Projects
Creating a project with a budget
Set cost codes, budgets and milestones so margin tracking works from day one.
6 min read · 8,710 views
CRM
Managing your sales pipeline
Configure stages, probabilities and automations for accurate forecasting.
5 min read · 7,320 views
Invoices
Setting up recurring invoices
Automate retainers and subscription billing with schedules and auto-charge.
4 min read · 14,180 views
Accounting
Reconciling bank transactions
Match feed transactions to invoices, bills and journals with suggested matches.
8 min read · 6,640 views
Payroll
Running your first pay run
Take approved timesheets through to payslips, bank file and journal posting.
9 min read · 11,290 views
Reports
Building custom reports
Combine data sources, add filters and schedule delivery to stakeholders.
6 min read · 5,410 views
Billing
Changing your plan or billing cycle
Upgrade, downgrade or switch between monthly and annual billing.
3 min read · 9,930 views
Integrations
Connecting Stripe for online payments
Authorise Stripe and configure fees, surcharges and reconciliation accounts.
4 min read · 8,120 views
Mobile Apps
Installing and setting up the mobile app
Download, sign in and configure notifications and offline mode.
3 min read · 20,340 views
Employees
Tracking employee document expiry
Set reminders for licences, certifications and right-to-work documents.
4 min read · 6,210 views
Getting Started
Inviting clients to the client portal
Brand the portal, choose what clients see and send invitations.
5 min read · 7,480 views
Invoices
Importing historic invoices and balances
Bring opening balances across without disturbing your ledger.
7 min read · 4,390 views