Onboarding Checklist
A step-by-step checklist for agency owners — company profile, fiscal year, user invites, and travel module activation.
Getting Started · 8 min read
Before you invite your team
Complete your company profile (email, phone, address, logo) — the dashboard tracks this as a percentage and keeps reminding you until it's done. Confirm your fiscal year and base currency too; both get set during onboarding, but worth double-checking before real transactions start.
Users, roles, and branches
Invite your team from Settings → Users and assign a role to each person (custom roles come with every plan, not just Enterprise). On Enterprise, set up branches under Access Management → Branches if you run more than one location, and give each user a home branch.
Activating travel modules
If your Vertical was set to general accounting but you later start selling travel services, you can turn on travel modules (Travel Invoices, Umrah Vouchers) straight from your plan features — no re-implementation, no data migration.
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