If you'd like a feature added that others might also want, share your idea by contacting us.

We're focused on building features that benefit the entire community.

If you have a feature request, let us know on 1st Money's FREE support ... Mon-Fri, 9 am to 5 pm, UK time.

If it's a feature others might benefit from, we may add it as a standard feature in 1st Money. Many of our best features come from your ideas.

See all the ideas: 1st.money/ideas

The most advanced search feature is: "Search inside"

How "Search inside" works:

1. In the search box start typing the name of a person (or other item).
2. Once the intended person is selected (by either being the first in the search list, or highlighted in grey).
3. To "Search inside", press: Tab
4. Next, "Search inside" that person by typing your second search.
5. Use the arrow keys to go up and down.
6. Once you've selected the correct row, press: Enter

Example: Search for "John's" birthday:

1. Type "jo" (John's name comes to the top).
2. Press: Tab
3. Type "bi" ("Date of birth" comes to the top).
4. Press: Enter

You're taken directly to John's birthday date.

To add another business:

• Go to: > Orgs > Set up another org

1st Money is FREE! Create all the orgs you like.
Add your own logo, people, payroll, and more. Your org stays private. No one else sees it until you invite them.

There's no limit to the number of orgs you may create.

Everyone can make their own new orgs. You don't have to have admin permissions for this.

To copy the report's settings, click show settings then click copy link.

Once you've changed a report's settings, save your setting by:

1. Click show settings (at the bottom).
2. Click copy link:

Next:

1. Paste this into an email.
2. Save it as a bookmark, etc.

Every time it's opened, it remembers the exact same settings as those you've just set.

To see who deleted something, look for the "...deleted" action in history.

First find the item that was deleted:

1. Go to: > Menu > Deleted
2. Click the type of item you're looking for. E.g.: Person, Pay batch, etc.
3. Click the item in the list.

To see who deleted it:

1. Go to: More > History
2. Find the row with the "...deleted" action (at the top).
3. Click that row to see who deleted it.

If deleting was a mistake, click  Undelete (at the bottom).

Note: Only org admins can set these features. To see if you're an "Org admin":

• Go to: You > Settings > Permissions > Org admin perm...

Switch to any other org, anytime. You won't be asked to log out or log in again.

To switch between your different orgs:

1. Go to: > Orgs
2. Click the org you'd like to switch into.

Or:

1. Press: Alt+C

Or:

1. Go to: > Orgs
2. Click:
3. That org is added to your side shortcuts.

Now switch to that org with just one click.

If you'd like to have a second org open (at the same time), open the other org in a private browser window:

The "search from the address bar" feature allows you to search for something in 1st Money directly from your browser's address bar.

To try it:

1. In your browser's address bar, type: "1st.money"
2. Press: Tab
3. Type what you're searching for, e.g.: "birthday"
4. Press: Enter

This opens you directly to the search results for your search term.

This feature's automatically added to your browser once you log in for the first time.

To remove us as a search engine:

If you've deleted a person (or pay batch, or location, etc) by accident, get them back by:

1. Go to: > Menu > Deleted
2. Click the type of item that was deleted. E.g.: Person, Location, etc.
   1. Open the item you're looking for.
3. Click  Undelete (at the bottom).

It's now restored back, exactly as it was.

Note: Only org admins can set these features. To see if you're an "Org admin":

• Go to: You > Settings > Permissions > Org admin perm...

Change the icon and colour by clicking the big coloured circle (left of the name).

1. See:
   • Pay batches:

     Go to: Pay batch > Settings > Pay batch sett... > Pay batch name

   • Locations:

     Go to: Location > Location > Location name

   • Bookmarks:

     Go to: Bookmark > Bookmark > Bookmark name

2. Click the big coloured circle (left of the name).
3. Click your chosen icon or colour.

General

Alt+/ Open this keyboard shortcuts page

Alt+J Jump

Alt+H Open / close help

Alt+R Reload tab

Alt+Enter Save

Navigation

Alt+U > Menu

Alt+P > People

Alt+A > Pay batches

Alt+L > Locations

Alt+M > Bookmarks

Alt+C > Orgs

Search

Alt+S > Search

or Move up or down search results

Enter Open the selected entry

Esc Clear the search box

Videos

Esc Close video

F Fullscreen video

Space Play / pause

Jump 5 seconds forwards

Jump 5 seconds backwards

Home Jump to the beginning

Advanced search

Ctrl+Enter Open the entry in a new tab

Ctrl+Click Open the entry in a new tab

Tab "Search inside" item

Alt+Click "Search inside" item

Esc (second press) Hide the menu

The search box

> p Search people

> a Search pay batches

> l Search locations

> m Search bookmarks

> c Search orgs

> ps Search payslips

Deleted items

> p - Search deleted people

> m - Search deleted bookmarks

Calculator ... do sums in the search box

> 1+1

> 5*(9-3)=

Opening a private browser window lets you log in as a second person.

Using the same device, if you'd like two log ins (same time), this is the best way:

Once you've got a private window open:

1. log in: 1st.money/login
2. To switch to a different org:

   Go to: > Orgs

Note: It's not possible to do this for the third (or more) person.

The UK, then the U.S., Australia, and Canada.

After launching in the UK, we expect to then launch in the U.S., Australia, and Canada sometime after.

Other countries may follow after that.

To see who made some changes to a single field:

1. Mouse over: (left of the row)
2. Click: See history

This shows the changes to just this one field, including:

• Who made the change.
• What the change was (before vs after).
• When it happened.

As soon as you've sent the invite, you're shown that person's settings. Start configuring these without delay.

The more you set now, the more "ready" it's going to be when they log in.

To see what's recommended to be set (at a minimum):

• Go to: Person > Person > Admin onboarded

To change your login password:

1. Go to: You > Person
2. Down the page, look for: "Password"
3. On that row, click: change password
4. Look in your email inbox.
5. Follow the instructions (in the email) to securely change your password.

To change a password:

1. Go to: Person > Person
2. Go down the page, to: "Self onboarded"
3. Look for: "Password"

If it's for yourself:

• Click: "change password" (it takes you to the page to type your new password)

If it's for someone else:

• Click: "resend password reset" (it sends an email asking them to change their password)

To temporarily block a person:

• Go to: Person > Settings > Permissions > Temporarily bl...

Other people's password can't be changed by you. Instead, send them a request to others to change their password.

To log out:

• Click: >  Log out

Logging out:

• Fully disconnects your session.
• Clears any  keep me logged in session (if there's one).

If you're unable to see  Log out (for whatever reason), this page also logs out your session:

• Go to: 1st.money/logout

After you've logged out, log in again: 1st.money/login

If you didn't get the email, first look in your "Spam" folder.

If your admin's sent you an "invite" to signup, by email, and it's not arrived in your email inbox:

1. Look in your "Spam" folder.
2. Ensure that your admin has spelt your email correctly.
3. Ask your admin to:
   • Go to: Person > Person
   • Go down the page, to: "Self onboarded"
   • Look for: "Invited"
   • Click: resend invite

If all else fails, try sending the invite to a different email.

By turning on  keep me logged in at log in, you get a session for 30 days. You won't be asked to re-enter your password for 30 days (on that device).

Once the 30 days your session expires, you're automatically returned to log in.

To log out manually:

• Click: >  Log out

To protect your security (on a shared device):

• Don't use:  keep me logged in
• When you're finished:
  • log out (as shown above).
  • Or, close the browser window (this also clears non-30 day sessions).

If you've forgotten your password, reset your password with these steps:

1. Go to: 1st.money/login
2. Click: Forgot?
3. Type your: "Login email"
4. Click: Send password reset
5. Look in your email inbox.

You get an email with instructions on resetting your password.