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Getting Started and System Set-up
Getting Started and System Set-up
Find more information on system set up as well as training resources like videos and webinars
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22 articles in this collection
Written by
Dan C,
Matt Govett,
Corryn
and 1 other
Getting Started
The Buildxact navigation menu
What does each section of the left-hand navigation menu do in Buildxact?
Written by
Corryn
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
Corryn
Updated over a week ago
Getting help inside Buildxact
What are the information panels inside Buildxact?
Written by
Corryn
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
Corryn
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
Corryn
Updated over a week ago
Live online training webinars
Get started with Buildxact with our online training webinars.
Written by
Corryn
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