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5-Step Onboarding Process

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  • Onboarding Process
    • First-time Registration
    • 5-Step Onboarding Process
  • General Settings
    • User Settings
    • Company Settings
    • Accounting Settings
    • Books Settings
  • Fixed Asset Transaction
    • Asset Groups
    • New Asset Register
    • Asset Depreciation
    • Asset Transfer
    • Asset Split
    • Asset Revaluation
    • Asset Retirement
  • Maintenance management
    • Maintenance Settings
    • Maintenance Work Order
  • Document Management
    • Document Management
  • Dashboard & Reporting
    • Dashboard & Reporting
  • Apps Integration
    • Disconnect from QuickBooks Online
    • QuickBooks Online App Integration
    • Xero Integration (Coming Soon)

5-Step Onboarding Process

5-step Onboarding Process

  1. Enter company name and select start of FY monthOnboarding_1_company name & FY
  2. Enter company location informationOnboarding_2_company address
  3. Select depreciation method, convention, and posting frequency
    • Internal bookOnboarding_3a_internal book
    • Tax bookOnboarding_3b_tax book
  4. Enter your first fixed asset (Optional: you can skip this step)Onboarding_5_add first asset