Administration
Settings, users and roles, approval policy, storage, security, and billing.
Settings: what is where
A map of every settings area, what each one controls, and which ones are worth revisiting periodically rather than setting once.
ReferenceBusiness owners, Bookkeepers, Firm staff
The approval and delegation matrix
Configuring who approves what and at which thresholds, handling delegation and absence, and testing the policy before you depend on it.
How-toBusiness owners, Firm staff
Document storage and retention
Where documents live, attaching them to records, organizing what is not attached, and thinking about retention before you need to.
How-toBookkeepers, Business owners, Firm staff
Security, access, and your data
How access is controlled, what the audit trail proves, the practices that matter most on your side, and what happens to your data if you leave.
ReferenceBusiness owners, Firm staff, Portal clients