Getting started

What BizCortex is, how you sign in, how a new company is set up and how you find your way around the app.

In this section · 16 pages

• What is BizCortex?

  A modular business software for accounting, sales, purchasing, people, operations and more, in one place.

• Signing in and signing out

  How the sign in works, what happens with passwords and two factor sign in, and how you sign out.

• The "No access yet" page

  What it means when you are signed in but do not belong to any company yet.

• Invitations: joining a company and inviting your team

  How new people get access, what the invitation statuses mean and how to resend or revoke an invitation.

• Working for several companies

  How to switch between companies and what is kept separate per company.

• The setup checklist ("Getting started")

  The list of first steps on Home that guides owners and administrators through the setup of a new company.

• Entering the company details

  The company master data that appears on invoices and other documents.

• Language and theme

  Change the language of the interface and switch between light and dark theme.

• Finding your way: header, apps and sidebar

  The parts of the screen: app switcher, breadcrumbs, header buttons, sidebar and app overview pages.

• Global search (Ctrl K or Cmd K)

  Find customers, invoices, products, employees and pages from anywhere.

• Favourites and recently visited pages

  Pin the pages you use most to the top of the sidebar and get back to the pages you visited last.

• Simple view and all functions

  Hide specialist pages from the sidebar, or show every function.

• Help on every page

  The question mark next to the page title explains the page and suggests next steps.

• The onboarding tour

  A one minute guided tour of Home, the app switcher, search, Brain and notifications.

• Notifications

  The bell in the header shows approvals, reminders and news that concern you.

• Keyboard shortcuts

  The shortcuts that work on every page.