Enabling the seamless login feature between Financio Accounting and Financio Payroll allows you to manage both your accounting and payroll tasks more efficiently. Follow these steps to get started:
Step 1: Register on Both Platforms
Before you can enable this feature, ensure you are registered as a user on both Financio Accounting and Financio Payroll.
Step 2: Log into Financio Accounting
- Log in to your Financio Accounting account.
- Navigate to the Control Panel.
- Click on Users under the Company tab.
Step 3: Add a New User
- Click the Add New button.
- Enter the email address you used to sign up for Financio Payroll in the email field.
- Select Admin for the user type.
- The system will automatically verify the email with Financio Payroll.
- Check the box labeled Enable seamless login feature to activate it.
Step 5: Log Out and Log Back In
- Log out of Financio Accounting.
- Log back in to your Financio Accounting account.
- Click on the notification bell icon to view the seamless login prompt message.
- Click Accept to complete the process.
Step 6: Access Financio Payroll
- Select the company for which you have enabled the seamless login feature.
- You will see a Payroll button next to the Control Panel button.
- Click the Payroll button to be seamlessly linked to Financio Payroll without needing to re-enter your login details.
Conclusion
With these steps, you are now ready to use the seamless login feature between Financio Accounting and Financio Payroll. This feature is designed to streamline your workflow and enhance productivity. We hope you find this guide helpful and enjoy the benefits of this integrated experience.
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