Help centre
Working across the platform
Dashboard, search, tasks and approvals, notifications, reports, documents and integrations.
6 guides
- Platform3 min
Customise your dashboard and find anything
Pick the widgets you care about, filter the dashboard by branch and period, and jump to any record or page with global search.
Read the guide - Platform4 min
Tasks and approvals
Assign work to your team, and approve or reject purchase orders, purchase requests, new vendors, trade orders and leave from one queue.
Read the guide - Platform3 min
Notifications and your preferences
Read reminders and updates in one list, and choose which kinds reach you in the app and by email.
Read the guide - Platform4 min
Reports, CSV exports and scheduled reports
Every module’s reports in one place, CSV downloads, an organization overview by branch, and reports sent to your team on a schedule.
Read the guide - Platform3 min
Documents and attachments
Keep files in one private library or on the records they belong to, with every version kept.
Read the guide - Platform5 min
Integrations and webhooks
What connects today, what is planned, and how to send signed webhook events to your own systems.
Read the guide
Still stuck?
Tell us what you are trying to do and we will help.