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