Welcome to our detailed guide on “How to Set Terms of Payment.” In this tutorial, we’ll lead you through the process of defining payment conditions that promote smooth transactions and strengthen business relationships. STEP 1: From the homepage, click on ‘My…
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Tutorial: How to set terms of payment
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Tutorial: How to Add Team Members
In this tutorial, we will teach you how to add team members and assign work roles to your grofleX accounting system. Step 1: Start on the Homepage, and under ‘Quick Links’ click on ‘Invite Users’. Step 2: To add team members,…
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Tutorial: How to change a registered phone number
Welcome to our comprehensive guide on “How to Change a Registered Phone Number.” In this tutorial, we’ll walk you through the secure process of updating your mobile number, ensuring seamless access and account security. STEP 1: From the homepage, click on…
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Tutorial: How to change your password
In this tutorial, we will teach you how to change your password, ensuring the continued safety of your account. STEP 1: From the homepage, click on the ‘My Account’ icon. STEP 2: The next step is to click on ‘Account Settings’….
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Tutorial: How to update account details
Welcome to our comprehensive guide on “How to Update Account Details.” This tutorial will walk you through the simple and secure process of keeping your account information accurate and up-to-date. Let’s get started on mastering the art of managing your account…
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Tutorial: How to change registered email address
Welcome to our informative guide on “How to Change Registered Email Address.” In this tutorial, we will walk you through the simple steps to update your email information securely, ensuring uninterrupted access to your account and communications. STEP 1: From the…
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Tutorial: How to create a contact
Welcome to the comprehensive tutorial on how to create a contact! Building a well-organized contact list is a fundamental aspect of effective communication and relationship management. In this guide, we will walk you through the simple steps to create and manage…
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Tutorial: How to change team roles & details
As your organization evolves and team dynamics shift, it’s essential to have the flexibility to update and optimize the roles and information of your team members within the system. In this tutorial, we will teach you how to change team roles…
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Tutorial: How to Complete the KYC Process
Welcome to our comprehensive guide on “How to complete the KYC process”. Whether you’re new to KYC or need a refresher, our step-by-step tutorial will walk you through each stage, ensuring a seamless and compliant experience. Let’s get started! STEP 1:…
Tutorial: How to create Timesheets
Welcome to our comprehensive guide on “How to create timesheets”. Step 1: Under quick links on the homepage, click ‘Create Timesheets’. STEP 2: Choose your customer and enter their hourly rate. Don’t know how to create contacts? Click here. STEP 3:…
