Getting started with Simplicate
What you need to know and set up for a smooth start with Simplicate.
Get the most out of your trial account!Make a quick and good start with Simplicate! Make the right preparations regarding an online demo, setup, and onboarding.
Setting up company profile(s)Set up company profiles with your own preferences regarding corporate identity (logo or letterhead), and quotation and invoice numbering.
Login PolicySecure all your users’ Simplicate accounts with a strong Login policy — and enable login via Microsoft or Google.
2FA: Setting Login Session DurationEasily configure the login session duration for all users in your environment who have 2FA enabled.
Your own (personal) profileThis article explains how to set up your own profile.
Entering Personal Data in the HRM Module
Two-step authentication (2FA)After reading this article, you will know how to set up two-factor authentication in Simplicate.
Collectively changing invoicing for hour or cost typesWith the "Change invoicing" option, you can indicate for multiple hour and cost types whether registrations are invoiced.
The Logical Route in the SoftwareFrom first contact with a potential customer (CRM) through to sending an invoice (Invoices)
Recording and managing external documents in SimplicateSave links to external documents in Simplicate now and open them directly from the document pages!
The Dashboard in SimplicateGetting started with an overview in Simplicate