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Getting Started & System Set-up
Getting Started & System Set-up

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

Matt Govett avatarDan C avatarRyan Noonan avatar
By Matt and 3 others4 authors20 articles

Getting Started


Understanding the Buildxact navigation menu
How do I login or access Buildxact?
How do I set up my Buildxact account?
What is the difference between Registered, Contact and Billing Emails?
Can I get help inside Buildxact?
Buildxact sample plans/pricing
Troubleshooting Log-in Problems

Webinars & Training


Do you have training videos?

Tax Settings and Profile


Tax Profile/Settings in North America
Tax Profile/Settings in Australia/New Zealand
Customizing your Tax Profile
Updating your Accounting settings for our new Tax (Australia/New Zealand only)

2 Step Verification


How to reset or change your Buildxact password
2-Step Verification
2-Step Verification - Recommended Authenticator Apps
2-Step Verification - request your login code via email
2-Step Verification - synchronizing your date/time on your mobile device

Contacts


How to load clients from Excel
Tracking insurance expiry dates of contractors/suppliers
How to create contacts (contractors/suppliers) or load from excel
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