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 deactivate a contractor
The process of deactivating contractors on the Remofirst platform is pretty straightforward. 1. Access Your Contractors: Log in to your platform's dashboard Navigate to the Team section -> Contrac...
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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 Set up a Contractor Agreement at Remofirst
This guide will walk you through the steps to set up a contractor agreement for AOR Clients seamlessly. Whether you want to create a compliant contract from scratch or upload your own custom agreem...
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AOR Clients | How to Set up a Contractor Agreement at Remofirst
This guide will walk you through the steps to set up a contractor agreement for AOR Clients seamlessly. Whether you want to create a compliant contract from scratch or upload your own custom agreem...
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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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How to Assign a Line Manager for Your Contractor from Your Profile
Having a line manager on a platform used for managing contractors is crucial for several reasons. These reasons revolve around ensuring effective supervision, facilitating communication, and enhanc...
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AOR Clients | How to add contractors to your team on the Remofirst platform
This guide will walk you through the process of adding a contractor on Remofirst. How to add a contractor You can add a contractor from your Remofirst Dashboard. Step 0. Login to the Platform go t...