Docy

Dashboard setup

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To create a Remote Flow from scratch, perform the following steps in order.

  • Sign Up
  • Create Company
  • (Optional) Setup simPRO Integration
  • (Optional) Setup Xero Integration
  • (Optional) Setup MYOB Integration
  • Create Team(s)
  • Create Employee(s)
  • Create Contractor(s)
  • Assign Teams to Payroll
  • Create Pay Period
  • Create Time Rates
  • Create Schedule Types
  • (Optional) Create Allowances
  • Create Customers
  • Create Sites
  • Create Projects
  • Create Jobs

Refer to the How to Guides for setting up Remote Flow for your business.