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Setup & administration

Build on a well-prepared foundation.

Company setup, staff access and recoverable data support your working day.

Create your company screen: company name, address, GST number, trade and the financial year, with the Create Company button.

Setup & administration

Company setup

Set the company up for the way you trade.

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Users screen: login and identity on the left, and the Entry permissions, Restrictions, Menus and Owner controls tabs on the right.

Setup & administration

User permissions

Give staff the access their work needs.

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Change Financial Year: the new date range and the five carry-forward options.

Setup & administration

Financial year change

Start the next year with a checked opening position.

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Setup & administration

Email backup and restore

Make backup a routine, and restore a tested skill.

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Setup & administration

Cloud access

Choose a supported route to remote access.

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Setup & administration

SQL Server integration

Plan the database around the working environment.

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