Uptick

How to set up the company profile, including logos, contact details and system notification email

Set up Company profile

Organize your business by location or business unit

Branches

How to create and manage service groups to trade areas or skillsets

Set up Service Group

How to create and update cost centres to track income and expenses in your accounting partner with more precision

Set up cost centres

Zones

Create an internal wiki to store company procedures, standards, and reference materials that your entire team can access.

Knowledge Base

Best Practices for Financial Reporting Structures

How to configure Allowances, Business Hours, Individual rates, Rate Multipliers, Task session types and Timesheets in the Control Panel

Configure Labour settings

How to configure Clients, Properties, Customer Portal, Contractors and Contractor Portal Settings

Configure Customers & Contractors settings

How to configure Tasks, Routines, Service Groups, Appointments, Projects, Actions, Prompts and Zones settings

Configure Work & Scheduling Settings

How to configure Invoicing, Sales Quoting, Defect Quoting, Warehouses, Cost Centres, Purchase Orders and Rate Multipliers settings.

Configure Quoting, Billing & Stock Settings

How to configure Security Groups, Single Sign-On, Account Device Audit and System Log settings.

Configure Security & Access Settings

Teresa Bui

Uliana Tokerava

Company Setup

Uptick Academy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.