To enhance the onboarding experience for users, we have implemented in-app guides, providing step-by-step instructions and assistance for users during the initial business setup process.
Who can access the in-app guides?
- New users upon sign up.
- New users added by existing users in the Control Panel.
- Control Panel > Company > Users > Add New > Type
- However, only users with the roles of "Superuser" and "Admin" can have the access to the greeting screen.
- Control Panel > Company > Users > Add New > Type
- Existing users who have recently created a new business but have not initiated any business setup.
- Existing users in the business setup process can access the in-app guide via the "Help" icon.
Below, you will find comprehensive information on how to effectively utilize this in-app guides.
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In-app guide will be available for these screens and functions:
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Dashboard
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Workflows
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Business Profile
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Business Settings
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Currencies
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Taxes
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Chart of Accounts
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Opening Balance
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Integrated Apps (for Singapore region only)
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Sales
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Purchases
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Transactions
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Contacts
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Products & Services
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Accessing the In-App Guide
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After signing up and logging in to Financio, you will see a greeting screen with two options:
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Take a Quick Tour
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Setup Business Profile
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This screen will be shown to you only during your initial login, and you will not see these tutorial messages again in future logins.
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In this screen, you can skip the entire tutorial messages by clicking "Don't show this again".
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Once clicked, the following screen will appear to inform you that you will not be able to access the tutorial messages again. However, you can still access individual tutorial messages by clicking the "Help" icon for each screen, as mentioned earlier.
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Take a Quick Tour
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If you choose "Take a Quick Tour", you will be guided through the following tabs:
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Dashboard
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Workflows
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These screens will be displayed after you click on the “Take a Quick Tour” in the greeting screen or click on the “Help” icon in the relevant tabs. Refer table below for more details:
No. Tabs Screens 1.
Dashboard
- Slide 1
This screen is the Dashboard tab introduction screen, which explains the key feature where you can directly access the relevant business setups without the need to navigate to specific tabs first. For instance, clicking on "Business Settings" will instantly redirect you to the relevant screen. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the key features of the Dashboard, allowing you to view your business data in a graphical format.
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Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now" screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
2.
Workflows
- Slide 1
This screen is the Workflows tab introduction screen, which explains the key features where you can easily initiate transactions by clicking on the relevant buttons here, eliminating the need to navigate to specific tabs beforehand.
- Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now" screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
- Slide 1
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Setting Up Your Business Profile
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Choosing "Setup Business Profile" will lead you through a six-step business setup process:
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Step 1: Business Settings
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Step 2: Currencies
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Step 3: Taxes
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Step 4: Chart of Accounts
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Step 5: Opening Balance
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Step 6: Business Profile
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Step 7: Integrated Apps (for Singapore region only)
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These screens will be displayed after you click on the “Setup Business Profile” in the greeting screen or click on the business setup options in the Dashboard.
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If you have done the whole business setup, you will not see this tutorial messages again. Refer table below for more details:
No. List of Functions Screens
1.
Business Settings- Slide 1
This is the Business Settings tab introduction screen, which explains you can conveniently view and edit crucial business details on this screen. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you need to set up your financial year. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of email reminders frequency. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now" screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
2.
Currencies- Slide 1
This screen highlights where you can add new currency for your business. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
3.
Taxes- Slide 1
This screen highlights where you can add new tax for your business. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
4.
Chart of Accounts- Slide 1
This is the Chart of Accounts tab introduction screen, which explains the functionalities of the chart of accounts as the foundation for the Balance Sheet and Profit & Loss. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new accounts for your business. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple accounts at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
5.
Opening Balance- Slide 1
This screen is the Opening Balance tab introduction screen, which explains about the opening balances including how opening balances are determined and entered at the beginning of a financial period. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
6.
Business Profile- Slide 1
This screen is the Business Profile tab introduction screen, which explains about the business profile details that will be reflected on the invoices and other transactions such as business logo picture. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
7.
Integrated Apps (Singapore region only)- Slide 1
This screen is the Integrated Apps tab introduction screen, which explains the integrated apps available in Financio for you to connect. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
- Slide 1
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Additional Listing Pages
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After completing your business setup, you'll receive in-app guides when navigating to these pages:
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Sales
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Purchases
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Transactions
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Products & Services
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Contacts
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These screens will be displayed the first time you click on the relevant tabs or click on the "Help" icon in the corresponding tabs subsequently. Please refer to the table below for more details:
No. Tabs Screens
1.
Sales- Slide 1
This screen is the Sales tab introduction screen, which explains the functionalities of sales transactions in Financio. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new sales transactions. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple sales transactions at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “View Statement”. - Slide 5
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “Filter” and “Column Chooser”. - Slide 6
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
2.
Purchases- Slide 1
This screen is the Purchases tab introduction screen, which explains the functionalities of purchases transactions in Financio. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new purchases transactions. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple purchases transactions at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “Filter” and “Column Chooser”. - Slide 5
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
3.
Transactions- Slide 1
This screen is the Transactions tab introduction screen, which explains the functionalities of transactions in Financio. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new transactions. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple purchases transactions at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “Filter” and “Column Chooser”. - Slide 5
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
4.
Products & Services- Slide 1
This screen is the Products & Services tab introduction screen, which explains the functionalities of products and services in Financio. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new products or services. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple products or services at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “Filter” and “Column Chooser”. - Slide 5
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
5.
Contacts- Slide 1
This screen is the Contacts tab introduction screen, which explains the functionalities of contacts in Financio. - Slide 2
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can add new contacts. - Slide 3
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights where you can import multiple contacts at once. - Slide 4
Once you click “Next” in the previous screen, the following screen will appear.
This screen highlights the functionalities of “Filter” and “Column Chooser”. - Slide 5
Once you click “Next” in the previous screen, the following screen will appear.
This screen will show you how to access the “Help” icon in the future if you wish to view the tutorial messages again. - "Skip this for now” screen
If you choose to skip the tutorial at any point within the same tab by clicking the “Skip this for now” checkbox, this screen will appear to show you how to access the tutorial messages again by clicking on the “Help” icon.
- Slide 1
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Skipping Tutorial Messages
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If you prefer not to see tutorial messages, you can click on "Skip this tutorial" or the "X" button.
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Revisiting Tutorial Messages
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At any time, you can revisit the tutorial messages by clicking the "Help" icon.
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Completing the In-App Guide
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Once you reach the final screen of each in-app guide message without clicking "Skip this for now" or "X" and click "Got It!", the tutorial messages screens will disappear, and you will return to the original screen for each tab.
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We hope this in-app guide enhances your onboarding experience and helps you make the most of Financio's features. Enjoy using Financio!
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