Can I add my staff or my accountant?
Yes, on the plans that include team members. Each person gets their own login rather than sharing yours, and how many you can add depends on your plan.
Team and accessAccount and team
Logins, team members, permissions and notifications.
Can I control what a team member can see?
Yes. Members are owners, managers or staff, and permissions are set per feature, so someone can be given invoicing access without seeing purchases or settings.
How do I invite someone?
Send an invite from the team screen. They accept through a link and set their own password โ you never handle their credentials.
I forgot my password. What now?
Use the forgot-password link on the login screen. A reset link is emailed to your registered address.
Can I get notified without opening the portal?
Yes. Web push notifications cover things like an invoice going overdue or stock running low, and email notifications point you back to the relevant screen.
Is there an audit trail of who changed what?
Yes. Documents carry an edit history, and on the plans that include it there is an account-level audit log of actions taken by team members.
Other help topics
Getting started
Setting up your business and raising your first invoice.
InvoicesBuilding, numbering, styling and sending your invoices.
GST on invoicesHow the software applies GST โ and where to ask a professional instead.
Payments and remindersRecording what you have been paid and chasing what you have not.
QuotationsQuoting, revising and converting to an invoice.
CustomersCustomer records, GSTIN, ledgers and statements.
Expenses and purchasesRecording spend, purchase bills and bank reconciliation.
Plans and billingLimits, upgrades and what happens to your data.