• How to use Contacts in the Mobile App
• Deleting a user
• Changing Company Name And Web Address
• Adding Company Logo and Color Scheme
• Adding A New User
• Changing Your Email Address
• Suspending a user
• How To Log-In into the Capsule Mobile App

• Account Locked
• Creating Subfolders In Mailboxes
• How to Track Messages
• Outbound Email Issues
• Include Conversation Number for Customer
• External IT Set Up
• Removing a Ticket from a Subfolder

• Creating a Purchase Order in Inventory Planner and syncing to Dear

• Shipping App Comparison for Dear and Shopify

• Submitting Items to Receipt Bank
• Bank Statement Extraction
• How to Submit Items by Email
• Uploading files from your PC
• How to reset your password
• Create a Bank Account
• How to re-integrate after an integration expires
• How to invite your accountant to access your Receipt Bank account
• Downloading documents out of ReceiptBank
• Extracting a category from items

Browse all articles

• Archiving and Unarchiving Employees
• How to Pause, Change, Cancel and Resume your Deputy Account
• Deputy Employee Setup - Onboardment Tool and Xero integration
• Deputy Employee Setup - Self Onboardment Tool
• How to Use the iPad Kiosk
• Self Onboardment - Superannuation choice options
• Connecting Deputy to Xero
• Amending Rates for Partial Public Holiday
• Viewing and Editing Employee Details
• How to Navigate Budget

Browse all articles

• Deleting a staff member from WorkflowMax
• Send and Store Emails Directly Against Jobs in WorkflowMax
• Adding a Staff Member
• Calendar Integration
• Reconnecting your XPM/WorkflowMax file to Xero
• Invite Advisor
• Troubleshooting a Parent Folder Access Error
• Scheduling your jobs, tasks and milestones
• Removing a Staff Member from Multiple Jobs
• Adding a Milestone to a Job

Browse all articles

• Connect the Stripe bank account to Xero bank feeds
• Pay bills - New NAB & Xero feature
• Best practice on preparing the Business Activity Statements
• Pay bills - New Batch Payments
• Pay bills - Classic batch payment
• Invite a new user
• Files within Xero
• Resend an invitation to a new user
• Remove a staff member from organisations they have access to

• Payments link not working
• Forgotten Password
• Sending pre-approval authority for automated payments
• Changing a User Email Address
• How to Add a User
• How to Delete a User
• How to do a refund

• Creating Assembles
• Cloning of Projects within Tidy
• User Roles
• Creating a User

• Average Inventory Cost in Dear and its differences to the Supplier Purchasing Price
• Overpayments in Cin7
• Purchase Credit Notes in Cin7
• Sales Credit Notes in Cin7
• Stocktake
• Forgotten Password
• Account Security
• Downloading Templates into Dear
• Customer Credits
• Simple Purchase - Supplier Deposit

Browse all articles