Angus (Admin/Automation User)
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Recent activity by Angus (Admin/Automation User)-
Navigating Through Your Invoice Payments with ACH
ACH offers a convenient and efficient way to handle your financial transactions, including invoice payments, with ease. In this guide, we'll walk you through the process of leveraging ACH for seaml...
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How to Set Up Your Payment Methods at Remofirst
Managing Your Payment Methods on Remofirst Ensuring your payment methods are up-to-date is key to seamless transactions and efficient financial management. This guide will walk you through how to a...
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How to add or edit a billing contact
The Billing contact is the person who will receive email notifications about invoices and invoice payments. At Remofirst, you can have more than one billing contact, and both company owners and man...
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How to activate your account as a Client?
Step 1. You should receive a welcome email from Remofirst: Note: If you can't find Remofirst’s welcome email, please check the Spam folder as well. Step 2. Enter your new password twice and cli...
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How to add managers to your team
Step 1. Go to the Account preference on the Remofirst platform. In the Managers tab click Add manager. Enter the new manager's first name, last name, and email address. Indicate whether this man...
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Managing access rights with groups
The Remofirst platform offers the ability to set a 'Group' for each Manager. This will restrict access to some areas of the platform, its data and features. The following groups are available: PT...
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Multi-account switcher: How to link multiple accounts and switch between them
This guide will walk you through the process of using the Multi-Account Switcher feature, allowing you to seamlessly navigate between multiple accounts within the platform. By consolidating multi...
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How to create one-time and recurring additional payments
Step 1. Navigate to the Additional payments button To add an additional payment, select the + Additional payment button in the top right corner. Step 2. Select your payment frequency Select One-ti...
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How to approve employee payroll
Tour Overview Description Faster Payroll Approvals: Experience quicker payroll approvals with reduced manual steps. This means your payroll can be processed and approved in a more timely mann...
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How to Find the Public Holidays List in Your Profile
This guide will help you easily locate the public holidays relevant to the specific country from your profile on the platform. Step 1: Access Your Profile Log in to your account on the platform. N...