Getting Started and System Set-up

Find more information on system set up as well as training resources like videos and webinars

22 articles in this collection
Written by Dan C, Matt Govett, and Kate Cromie

Getting Started

The Buildxact navigation menu

What does each section of the left-hand navigation menu do in Buildxact?

Written by Matt Govett
Updated over a week ago

How do I access Buildxact software?

Written by Matt Govett
Updated over a week ago

Setting up your account

Getting a new Buildxact account up and ready to use. Includes business details, logos, loading data.

Written by Dan C
Updated over a week ago

What is the difference between Registered, Contact and Billing Emails?

Under your Business Details you can set up Registered, Contact and Billing emails.

Written by Matt Govett
Updated over a week ago

Getting help inside Buildxact

What are the information panels inside Buildxact?

Written by Matt Govett
Updated over a week ago

Buildxact sample plans/pricing

If you're going through our tutorial videos and can't find the sample plans/pricing, here it is

Written by Dan C
Updated over a week ago

Webinars & Training

Do you have training videos?

Written by Matt Govett
Updated over a week ago

OnDemand Webinars for Australia and New Zealand

If you don't have time to attend our live webinars, you can watch them OnDemand

Written by Matt Govett
Updated over a week ago

Live online training webinars

Get started with Buildxact with our online training webinars.

Written by Matt Govett
Updated over a week ago

Tax Settings and Profile

Tax Profile/Settings in Australia/New Zealand

Info on tax profile/settings in Australia/New Zealand

Written by Dan C
Updated over a week ago

Tax Profile/Settings in North America

How to set up Buildxact tax profile/settings in North America and use them effectively

Written by Dan C
Updated over a week ago

Customizing your Tax Profile

How to configure and customize the way tax is handled within Buildxact

Written by Matt Govett
Updated over a week ago

Updating your Accounting settings for our new Tax (Australia/New Zealand only)

We've recently changed the way we do tax, there is a slight change you'll need to make to your accounting settings

Written by Dan C
Updated over a week ago

2 Step Verification

How to reset or change your Buildxact password

If you have forgotten your password or wish to change it, this guide will show you how to do this.

Written by Kate Cromie
Updated over a week ago

2-Step Verification

How to connect via 2-Step Verification (Also called 2FA or MFA)

Written by Matt Govett
Updated over a week ago

2-Step Verification - Recommended Authenticator Apps

Recommended authenticator apps for 2-Step Verification (Also called 2FA or MFA)

Written by Matt Govett
Updated over a week ago

2-Step Verification - Request your login code via email

This guide will walk you through how to request a 2-Step Verification code via email

Written by Matt Govett
Updated over a week ago

2-Step Verification - Synchronizing your date/time on your mobile device

Written by Matt Govett
Updated over a week ago

Contacts

How to get help from us at Buildxact

We have videos, help guides, webinars, live chat and you can book times to speak with us!

Written by Dan C
Updated over a week ago

How to load clients from Excel

Getting clients lists from elsewhere into Buildxact in bulk

Written by Matt Govett
Updated over a week ago

Tracking insurance expiry of contractors/suppliers

You can add insurance details with expiry dates to your contacts cards. This creates an alert to remind you to follow up

Written by Matt Govett
Updated over a week ago

How to create contacts (contractors/suppliers) or load from excel

How to create your suppliers and contractors either individually or in bulk

Written by Dan C
Updated over a week ago