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Setup Set up company profile and verify ABN Enter the legal company profile, run ABR lookup, and confirm the returned active entity before the team starts work. 4 detailed steps - Company owner Create Invite a user and assign access Invite users with the right module-level access, then verify exactly what they can read or edit before they start work. 4 detailed steps - Company owner Edit / Delete Edit or remove a user's access Update a user's permissions when their responsibilities change, or remove access when they should no longer use the company. 4 detailed steps - Company owner

Create Create one chart-of-accounts row Add a single account so reconciliation, invoice coding, and reports can use the correct account and tax defaults. 4 detailed steps - Bookkeeping edit access Upload Upload chart of accounts from CSV Prepare a chart-of-accounts CSV with the exact active headers, upload it, then verify the accounts can be used for reconciliation and reporting. 4 detailed steps - Bookkeeping edit access Edit / Delete Edit or delete a chart account Update account details or remove an account that should no longer be available for new coding. 4 detailed steps - Bookkeeping edit access Upload Upload bank transactions Prepare unreconciled bank transaction rows with correct debit/credit direction and upload them into the reconciliation queue. 4 detailed steps - Reconciliation edit access Submit Reconcile one transaction Review one bank row, choose the correct account/tax treatment, and move it into the transaction ledger. 5 detailed steps - Reconciliation edit access Submit Bulk reconcile selected transactions Use bulk reconciliation only when every selected row has been reviewed and shares the intended treatment. 4 detailed steps - Reconciliation edit access Edit / Recover Edit or unreconcile a transaction Correct a transaction that has the wrong account, tax, details, or should return to reconciliation. 4 detailed steps - Transaction edit access Upload Upload already reconciled transactions Import fully classified transaction rows directly into the transaction ledger using the advanced CSV template. 4 detailed steps - Transaction edit access Review Run finance reports after reconciliation Use reports as a review surface after source transactions have been classified. 4 detailed steps - Report read access

Create Create a customer Add a customer record so invoices can reuse the correct billing name, email, ABN, and address. 4 detailed steps - Customer edit access Edit / Delete Edit or delete a customer Maintain customer details and remove records only when they should no longer be used for new invoices. 3 detailed steps - Customer edit access Create Create a product or service Set up reusable invoice line items with account and tax defaults. 4 detailed steps - Product edit access Create Create and save an invoice draft Create an invoice draft with correct customer, dates, line rows, GST treatment, account coding, and save state before approval. 4 detailed steps - Invoice edit access Approve / Send Approve and send an invoice Approve and send an invoice only after reviewing customer, dates, line rows, GST/account coding, totals, and recipient email. 4 detailed steps - Invoice edit access Edit Update invoice payment status Record payment outcome after customer payment, partial payment, overpayment, or manual follow-up. 4 detailed steps - Invoice edit access

Create Create a pay group Create a reusable payroll template covering pay cycle, date logic, ordinary hours, leave accrual, super defaults, and recurring pay items. 4 detailed steps - Payroll edit access Edit / Delete Edit or delete a pay group Edit pay-group defaults carefully, because assigned employees and future payslips can inherit the changed pay, leave, super, hours, and pay-item settings. 4 detailed steps - Payroll edit access Create Create a payroll employee Create an employee record with identity, employment, tax, bank, super, pay template, leave, and review-card readiness before creating payslips. 4 detailed steps - Payroll edit access Edit Edit employee details Update employee payroll details without accidentally changing inherited pay-group behaviour or invalidating future payroll review. 4 detailed steps - Payroll edit access Create / Edit / Delete Add, edit, or delete an employee pay item Maintain employee-specific pay items, including row add/remove behaviour, tax/super/OTE/STP treatment, and future payslip impact. 4 detailed steps - Payroll edit access Submit Submit a leave request Create a leave request with correct type, dates, amount, and supporting information. 4 detailed steps - Employee or payroll leave access Approve / Decline Approve or decline leave Review a submitted leave request and decide based on dates, balance, evidence, and operational context. 4 detailed steps - Authorised leave approver Recover Withdraw, cancel, or force-withdraw leave Use the correct recovery action depending on the request's current status and payroll impact. 4 detailed steps - Employee, manager, or payroll admin depending on action Create Create and save a payslip draft Create a payslip draft, maintain line rows, review tax/super/leave/YTD values, and save without approval side effects. 4 detailed steps - Payroll edit access Approve Approve a payslip Approve a payslip only after final payroll review, because approval creates downstream payroll, bookkeeping, and STP-ready snapshots. 4 detailed steps - Payroll approval access Send / Delete Email or delete a payslip Email payslips only to the correct recipient and delete only draft/incorrect records where allowed. 4 detailed steps - Payroll edit access Create / Review Create or update an STP event Prepare STP from approved payroll and review validation before any ATO-facing action. 4 detailed steps - Authorised payroll/STP user Submit / Response Submit STP and pull response Understand the final STP submission and response-monitoring flow for authorised production users. 4 detailed steps - Authorised payroll/STP submitter

Coming soon Use manual upload while Bank Feed is coming soon Bank Feed is not ready for production connection; use manual CSV upload and reconciliation until the product releases live bank connection. 4 detailed steps - Bookkeeping access