Knowledge Center
Find step-by-step guides for all features and operations.
Set up your organisation, invite team members, and get started.
Manage your profile, switch organisations, and configure API access.
Edit team members, set permissions, create roles, and manage your team.
Create, manage, and track workflows with templates, fields, and budgets.
- How to Create a Workflow
- How to Create a Workflow from a Template
- How to Clone a Workflow
- How to Create Workflows in Bulk
- How to Add Fields to a Workflow
- How to Assign Members to a Workflow
- How to Change Workflow Status
- How to Add a Comment to a Workflow
- How to Add an Expense to a Workflow
- How to Set a Workflow Budget
- How to Create an Invoice from Workflow Timesheets
- How to Export Workflows
- How to Save a Custom Workflow View
- How to Set Workflow Dependencies
- How to Bill Workflows in Bulk
- How to View the Workflow Timeline
- How to Lock Workflow Timesheets
Create reusable templates, browse the library, and generate with AI.
Add clients, manage contacts, capital structure, files, and custom fields.
- How to Add a Client
- How to Edit a Client
- How to Add a Contact Relationship
- How to Set Up Capital Structure
- How to Transfer Shares
- How to Execute a Stock Split
- How to Record a Share Redemption
- How to Add a Client Note
- How to Upload Client Files
- How to Assign Services to a Client
- How to Share Client Access via Magic Link
- How to Import Clients from Excel
- How to Export Clients to Excel
- How to Configure Custom Client Fields
- How to Handle a Client Change Request
- How to Generate a Share Certificate
- How to Reduce Share Capital
Create estimates, invoices, receipts, credit notes, and manage billing.
- How to Create an Estimate
- How to Convert an Estimate to an Invoice
- How to Create an Invoice
- How to Approve a Draft Invoice
- How to Record a Receipt (Payment)
- How to Issue a Credit Note
- How to Apply Credits to an Invoice
- How to Send an Invoice via Email
- How to Share an Invoice with a Client
- How to Export an Invoice to PDF
- How to Void an Invoice
- How to Set Invoice Number Prefix
- How to Configure Tax Rates
- How to Bulk Send Invoices
- How to Apply a Discount on an Invoice
- How to Create Invoice Note Templates
Log time, submit for approval, and view project-based timesheets.
Request leave, manage approvals, configure types, and set up schedules.
Start KYC assessments, complete questionnaires, and manage approvals.
Update organisation details, manage services, and configure modules.
Get help via the in-app chat, search the knowledge base, or talk to a human.
Use the AI assistant for context-aware answers and data queries.
View, filter, export, and drill down into reports across your organisation.
Stay informed about client, workflow, timesheet, and compliance events.