Getting Started
Ontraccr features overviewHow to access the Ontraccr appsAdding your company adminsConfiguring basic company settingsSetting initial user roles & permissionsImporting existing data (users, projects, cost codes, materials, etc)Creating your first projectCustomizing profile names & typesCreating your first boardGetting started with time trackingCreating your first formFile management and storageGetting started with scheduling
Project Management
Customer Management
Boards
How do boards work?Creating a board from a templateCreating a board from scratchCustomizing board statusesSharing boards with other usersAdding and moving cardsBoard workflow automationsBoard viewing optionsManaging tasksTriggering forms from a boardConfiguring board email notificationsCustom board templatesLocking boardsCommon board use-cases
Forms
Time Tracking
User Management
File Management
Scheduling
Equipment
Settings & Configuration
Integrations
Quickbooks Online (QBO)
How the QBO integration worksActivating and managing the QBO integrationSyncing time cards from Ontraccr into QBOSyncing inventory across Ontraccr and QBOSyncing invoices (receivable) from Ontraccr to QBOSyncing purchase orders from Ontraccr into QBOSyncing invoices (payable) from Ontraccr to QBOSyncing using QBO classes
Sage 100 Contractor
Stripe
Troubleshooting
Updating web and mobile app versionsResetting & changing passwordsMobile app is not showing expected dataWeb app is not showing expected dataForm is not submitting or approvingMobile app is not allowing photo uploadsMobile app display and formatting issuesGeofencing is not workingEmails are exceeding file size limits
Common Workflows
Software Updates
Other Information & Policies
Configuring payroll settings
In the Settings > Time Tracking > Payroll page, you can configure your company's payroll information.
In the 'Pay Period' selection, you can pick from weekly, bi-weekly, semi-monthly, and monthly options.
For the 'Pay Period Dates' setting, select the date of your most recent payroll close. With these two settings configured, Ontraccr will anchor the data around your company's current payroll cycle.
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