"How do I change my wallpaper and theme?" 

Setting your wallpaper and theme can make your working day a little more enjoyable. 

To change your wallpaper: 

1. First, right-click anywhere on the page, then click: Theme 
2. Now, scroll down, and click between the wallpapers until you find one you like. 
3. Then click: Save 
4. To learn more about any wallpaper image, hover your mouse over the camera image (at the bottom-left corner). 
5. And finally, to learn more about the wallpaper, click the thumbnail. 

For advanced usage: 

• If you want your wallpapers to change every 30 seconds on every page, go back to the "Theme" settings. 
• Then change the "Loop wallpapers" option to: Everywhere 

To change your light or dark theme: 

1. First, right-click anywhere on the page, then click: Theme 
2. Find "Always light", and change it to: "Always dark" 
3. And finally, click: Save 

You may notice: 

• If you're not seeing the wallpaper settings, it could be because you're on a smartphone or tablet. Wallpapers only work on laptops or desktops. 
• By default, your wallpaper changes every 30 seconds, but only on the "Home & break" screens. 
• Everywhere else, by default, you'll get a new wallpaper only once a day, so it's less distracting. 

And that's it! That's everything you need to know about changing your wallpaper and theme! 

"How do I customize my home screen?" 

Your home screen is the first page you'll see each time you log in. It's got buttons to the most important features you'll need. 

To upload your own org's logo: 

1. First, if you're an org admin, click the logo, then upload your own org's logo. 
2. And finally, every time your people log in, your uploaded logo is the first thing your people see. 

To set your theme wallpaper: 

1. First, right-click anywhere on the page, then click: Theme 
2. Scroll down, and click a wallpaper. 
3. Then click: Save 
4. And finally, your home screen now loops through beautiful wallpapers of your choice, changing every 30 seconds. 

To hide your home screen buttons: 

1. First, click the "Close" button: (in the top-right corner of the center box) 
2. Now nothing's in the way of you seeing your selected wallpapers. 
3. Anytime you need to return back to your home screen buttons, move your mouse into the middle of the screen. When you do this, your home screen buttons reappear. 
4. And finally, if you want your home screen buttons back permanently, click the "Pin" button:  

To return back to your home screen from anywhere: 

• Click:
  Menu > Home 

And that's it! That's everything you need to know about making your home screen even more beautiful! 

"How do I set an email reminder to check back on something later?" 

Setting up an email reminder is a convenient way to remind you to come back and check on something later. 

To turn on an email reminder: 

1. First, click: Remind me to check this 
2. Then pick the date you'd like to be emailed the reminder. 
3. Then click: Save 
4. And finally, the email reminder's all set up. 

Once you get an email reminder: 

1. First, on the date that you chose, you'll be emailed a reminder. 
2. Open the reminder email, and click the blue button. 
3. And finally, you'll be taken right back to the field that you asked to be reminded about. 

You may notice: 

• Once you return back, that the reminder's now been automatically turned off. This is because the reminder's already been sent. 
• Once set, reminders are only ever sent once, and always sent to the email of the person who turned it on. 
• If you need another reminder, you can always turn on the reminder again. 

And that's it! That's all you need to do to set up an email reminder. 

"How do I find a deleted person?" 

Once a person ends their employment, you'll usually delete them after you've done their final paystub. Sometimes, however, you may need to come back and open their details, after deleting them. 

To see a deleted person's details, or download their old paystubs and P45s: 

1. First, click:
   Menu > Deleted bin 
2. Then click: People 
3. And then click the person you're looking for, to open them. 
4. There's no need to "Undelete" them. You can still get all their employment info, even while the person remains deleted. 
5. You can also download all their previously paid paystubs from:
   Pay > Paystubs history 
6. And finally, you can download all their previously sent tax forms, like P45s, from:
   Pay > Tax forms history 

You may notice: 

• Some of the common reasons to find a deleted person, perhaps even years later, include. 
• If a person's come back asking for old employment info, like paid paystubs. 
• Or, if a person's lost their leaving documents, like their P45. 
• Because a deleted person remains in the "Deleted bin", you can retrieve this info anytime. 

Keep in mind that: 

• The only time you'd need to "Undelete" them is if you've decided to re-hire them. 

And that's it! That's all you need to do to find deleted people! 

"How do I find deleted items and undelete them?" 

When you delete items in 1st Money, the items are moved to the: "Deleted bin" 

To delete an item: 

1. First, open the item. 
2. Then click:
   More > Delete 
3. Then: Yes ... delete 
4. And the item's now deleted. 
5. And finally, when you click the side menu listing, the deleted item is no longer in the list. 

To find and undelete a deleted item: 

1. First, click:
   Menu > Deleted bin 
2. Next, you'll see a category for every kind of item that can be deleted. 
3. Click the one you want. 
4. Now you'll see a list of items in this category that've previously been deleted. 
5. Click the item that you're looking to undelete, to open it. 
6. And then click: Undelete (at the bottom) 
7. And finally, when you click the side menu listing, it's back in the list again. 

Keep in mind that: 

• There's no expiry time period on deleted items. Deleted items stay in the "Deleted bin" for as long as you keep your org. 
• This means that you can come back and undelete things at any time. 
• Also keep in mind that only people who've got "Full org admin" permissions can delete or undelete items. 
• And remember that all deletes and undeletes are always permanently recorded in "History". This means any admin can always look back in time and see who did any delete, and when it was done. 

And that's it! That's all you need to do to find deleted items and undelete them! 

"How do I install 1st Money on my smartphone or laptop?" 

1st Money can be installed on most devices. To install 1st Money: 

• On Android phones and tablets, get it from the Google Play Store. 
• On iPhones and iPads, get it from the Apple App Store. 
• On Windows laptops, get it from the Microsoft Windows App Store. 
• On MacBooks and iMacs, get it from the Mac App Store. 
• And on Linux laptops, including Ubuntu, and Red Hat, get it from the Snapcraft App Store. 

To install 1st Money on to your device: 

1. First, go to the 1st Money home page. 
2. And click the blue Get it now button. 
3. Once your device's App Store page opens, click the install button, and then the open button. 
4. Then once it's installed, for Windows and Linux, the "Open at login" is automatically turned on. But for Mac, you'll need to turn it on yourself. 
5. And finally, 1st Money now starts automatically, in the background, every time you restart your laptop. 

To log in to 1st Money: 

1. First, click the "Have a login" link. 
2. Then enter your login email, and click: Continue 
3. Then click Password, and enter your password. 
4. And finally, click: Log in 

To try searching with "Global search": 

1. First, right-click anywhere in the 1st Money window, and you'll see "Global search" listed (at the top). 
2. Start typing any search term you'd like. For example, you could type the name of a person in your team. 
3. Once you see what you're looking for, showing near the top of the list, press the Enter key to go to it. 
4. Also, "Global search" can be run from anywhere, by pressing its keyboard shortcut, even when you've got other apps open in front. 
5. If you combine the "Global search" shortcut, with the "Search inside" shortcut, you can search for anything in your org, using only your keyboard. 
6. For example, to find your own tax code, using only your keyboard. 
7. Press the "Global search" shortcut of: Win+Shift+Z 
8. Then type "Me", then press the "Search inside" shortcut of: Tab 
9. Then type "Tax code", and then press the Enter key, to go to it. 
10. And finally, it takes you right to what you're searching for. 

You may notice: 

• That regardless of your choice of device, every 1st Money feature is always the same on every device. 
• For example, every feature that's available on Windows, Mac, and Linux, is also available on Android and iOS. 
• Also, regardless of your choice of device, you'll always get software updates, automatically. 

Keep in mind that: 

• There's no limit to the number of devices you can log in to (at the same time). 
• For example, if you have a laptop, a tablet, and a smartphone, you can have 1st Money running on all three (at the same time). 
• Also, 1st Money supports accessibility features, like "high-contrast" or: "reduced motion" 
• If you need an accessibility feature, set it on your device, and it's automatically applied to your install of 1st Money. 

And that's it! That's everything you need to know about installing 1st Money on your smartphone or laptop! 

"How do I use the jump menu?" 

The "Jump" menu is a fast way to go from one person to another, whilst keeping you on the same tab, as you jump between each. 

You may notice: 

• The "Jump" menu remains hidden while you're on your home screen. But once you go to a person, the "Jump" menu appears. 
• To demonstrate how the "Jump" menu remembers the tab you're on, first click through to any different tab. 

To go to a different person, using your "Jump" menu: 

1. First, click Jump, and then select the person to jump to. 
2. And finally, when the person opens, you can see it's taken you directly to the remembered tab, with no extra clicks. 

Keep in mind that: 

• "Jump" also works on pay batches, projects, and locations. 
• This is particularly useful when you're repeatedly making the same change to each person on your team. For example, you're changing everyone's target hours. 
• So if you ever find yourself doing a repeated change, click Jump to go from person to person. 

For advanced usage: 

• Alternatively, you could also try using the "People" report, as an even faster way to do a repeated change. 

And that's it! That's everything you need to know about using your "Jump" menu! 

"How do I use the keyboard shortcuts?" 

Keyboard shortcuts are available for most features in 1st Money, including both in the browser, and when you install 1st Money. 

To see a few common keyboard shortcuts: 

1. First, click:
   Menu 
2. You'll see the keyboard shortcuts written in light gray. 
3. And finally, you can also see the keyboard shortcuts on the:
   Work-time menu (top-right) 

To see a full list of keyboard shortcuts: 

1. First, click:
   Menu > Keyboard shortcuts 
2. This'll show you the full listing of all keyboard shortcuts that're available to you right now, as a help page on the right. 
3. You can also get to this page by pressing the keyboard shortcut: Alt+/ 
4. And finally, to see the additional shortcuts that only work in search, in the search box, click the "Keyboard" button:  

To jump between orgs using org shortcuts: 

1. First, hover your mouse over each org in your follow list. You'll see that each org has a keyboard shortcut. 
2. The first org is always: Ctrl+Shift+1 
3. And the second is always Ctrl+Shift+2, and so on. 
4. Also keep in mind that you can always drag the orgs to change their order. 
5. And finally, for whatever org is listed first, its shortcut is always: Ctrl+Shift+1 

To combine shortcuts when jumping orgs: 

1. First, to show you a list of projects, press: Alt+Z 
2. Then press: Ctrl+Shift+1 
3. Then press: Ctrl+Shift+2 
4. Then press: Ctrl+Shift+3 
5. And finally, on each keypress it shows you each org's projects, as you jump between the orgs with shortcuts. 

Keep in mind that: 

• You'll see different shortcuts depending on whether you're on Windows, Mac, or Linux. 
• Or, in other words, you'll always see the shortcuts for whatever operating system you're currently on. 

You may notice: 

• That you'll only see keyboard shortcuts when you're working on a laptop or desktop. 
• You won't see keyboard shortcuts when you're using 1st Money on a smartphone or tablet. 

For advanced usage: 

• For people managing more than one org, like accountants and bookkeepers, the shortcuts to jump orgs may be especially useful. 
• It helps speed up jumping between each of an accountant's or bookkeeper's client orgs. 

And that's it! That's everything you need to know about using keyboard shortcuts! 

"How do I use the "People" report?" 

The "People" report shows you a one page summary of all your people in a location, a pay batch, or even your whole org. 

To see a "People" report: 

1. First, go to a location, a pay batch, or to your org. 
2. Then click:
   Reports > People 
3. Once it's open, you'll see a list of people. 
4. You may prefer to click the check boxes (at the start of any row). 
5. With the highlight turned on, it's easier to keep track of rows as you scroll across. 
6. And finally, as you scroll across the "People" report, you'll see info about each person, like their permissions, working hours, job title, and employment dates. 

To update something about a person from a "People" report: 

1. First, go to a location, a pay batch, or to your org. 
2. Then click:
   Reports > People 
3. Next, click the cell you want to change. 
4. Once the right side opens, make your change. 
5. Then click: Save 
6. And finally, you'll now see that the "People" report's automatically updated, as you save each change. 

To only list people under a specific manager on a "People" report: 

1. First, select a manager on:
   Show settings > Manager 
2. Now you'll only see the people under this manager. 
3. And finally, to return back to listing all of a pay batch's people, click:
   Show settings > Manager > All managers 

To see some additional payroll columns on a pay batch's "People" report: 

1. First, select the pay batch on:
   Menu > Pay batches 
2. Then click:
   Pay > People 
3. And finally, in the pay batch version of the "People" report you'll see even more info. You'll see the status of recent paystubs, their pay rate, their employment agreement, and more. 

Keep in mind that: 

• Org and location "People" reports are only available to people with org admin permissions. 
• The pay batch "People" report is only available to people with payroll admin permissions. 

And that's it! That's everything you need to know about using "People" reports! 

"How do I use the side menu?" 

The side menu is your main way to jump around all the different places in 1st Money. 

To permanently pin out your side menu: 

1. First, click:
   Menu 
2. Then click the "Pin" button: (at the top) 
3. Now the side menu is always pinned out, making it easier to click. 
4. And finally, when you want to hide the side menu again, click the "Close" button:  

To open your org's settings from your menu: 

1. First, when you hover your mouse over your org's name (at the top), you'll see it turn into a blue button. 
2. And finally, if you click it, you'll be taken to your org's settings. 

To see your "Menu" links: 

1. First, click:
   Menu 
2. On the menu, you'll see a list of all the main places you may want to go in 1st Money. 
3. And finally, you may also notice that this list is the same listing as the one you'll see on your home screen. 

To add org shortcuts to your follow list: 

1. First, the follow list is the column on the left edge of the menu. 
2. To add some orgs to it, click the "Add" button: (at the top) 
3. Then click: Follow more orgs 
4. Then beside the orgs you want to add, click the highlighted "Add" buttons:  
5. Instantly, your orgs now show up on the follow list. 
6. And finally, to switch orgs, click the new org shortcuts that you've put on your follow list. 

To add people shortcuts to your follow list: 

1. First, click the "Add" button: (at the top) 
2. Then click: Follow more people 
3. Then beside the people you want to add, click the highlighted "Add" buttons:  
4. And finally, to go to each person's settings, click the new person shortcuts that you've put on your follow list. 

You may notice: 

• By adding people to your follow list, you can see their work-time status goes green when the person starts. 
• And goes yellow when the person goes on break. 

For advanced usage: 

• To re-order shortcuts in your follow list, drag your org and people shortcuts to put them into the order you prefer. 
• To remove org or person shortcuts from your follow list, find them in the menu, and click the "Check" to remove them. 

And that's it! That's everything you need to know about your side menu! 

"How do I create a bookmark?" 

Bookmarks are a convenient way to share internet links with the people in your company. 

To create a personal bookmark: 

1. First, click:
   Menu > Bookmarks > New bookmark 
2. Once it's open, enter the bookmark's name. This is the name that'll show on the bookmarks menu. 
3. Then enter the bookmark's address. This is the link that the bookmark opens to. 
4. And finally, click: Save 

To see your new bookmark: 

1. First, go to:
   Menu > Bookmarks 
2. And finally, you'll now see it in the list. 

Keep in mind that: 

• When you click New bookmark from the menu, it creates a "Personal" bookmark that can only be seen by yourself. 
• If instead, you make the bookmark from your org, pay batch, project, or location, then your bookmark is shared, and can be seen by others. 
• Pay batch, project, and location bookmarks are automatically shared with people. The bookmarks are shared as soon as the person is added to a pay batch, a project, or a location. 
• Org bookmarks are automatically shared with all your org's people, as soon as the people are added to your org. 

To learn more: 

• About sharing bookmarks, watch the video on: Sharing bookmarks 

And that's it! That's all you need to do to create a personal bookmark! 

"How do I change or promote a bookmark?" 

You can change or promote a bookmark at any time. This includes changing its name, updating the address, and changing its list color and image. 

To change or update a bookmark: 

1. First, select the bookmark on:
   Menu > Bookmarks 
2. You'll see an "Edit" link on the bookmarks you have permissions to change. 
3. Once you've decided on the bookmark you want to change, click its "Edit" link. 
4. Once it's open, make your changes. 
5. Optionally, you can also click the circle and set the list color and image. 
6. And finally, click: Save 

Promoting a bookmark moves the bookmark's position to the top of the bookmarks list. 

To promote a bookmark: 

1. First, select the bookmark on:
   Menu > Bookmarks 
2. Then click the "Edit" link on the bookmark you want to promote. 
3. Once it's open, turn on:
   Promote to the top of the list 
4. Then click: Save 
5. And finally, the bookmark now shows (at the top of the bookmarks list), with the yellow "promoted" star. 

Keep in mind that: 

• People who've got "Full org admin" permissions can add or update all org, project, location, and personal bookmarks. 
• But only payroll admins can add or update pay batch bookmarks. 

And that's it! That's all you need to do to change or promote a bookmark! 

"How do I share bookmarks to people in my org, pay batch, project, or location?" 

A bookmark's sharing is automatically set based on where you created the bookmark. 

To share a bookmark with all people in your org, pay batch, project, or location: 

1. First, open your org, pay batch, project, or location that you'd like to share a bookmark from. 
2. Once it's open, go to:
   More > Bookmarks 
3. Then click:
   New bookmark 
4. Once it's open, enter the bookmark's details. 
5. Then click: Save 
6. And finally, this bookmark is now shared to all the people in whatever org, pay batch, project, or location that you created the bookmark from. 

Keep in mind that: 

• People who've got "Full org admin" permissions can add or update all org, project, location, and personal bookmarks. 
• But only payroll admins can add or update pay batch bookmarks. 

And that's it! That's all you need to do to share a bookmark with whatever groups of people you have in your org! 

"How do I show bookmarks when a person ends their working day?" 

Bookmarks can be used as a helpful reminder of websites that your people may need to visit when ending their working day. 

To set which org bookmarks are shown when a person ends their working day: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   Attendance > Attendance settings 
3. Then scroll down to the empty bookmark slots (at the bottom). 
4. And select the bookmarks you want to add. You can set a maximum of three. 
5. If the bookmark you're after hasn't been added yet, click New, to make the missing bookmark. 
6. After you've selected your bookmarks, click: Save 
7. And finally, everyone in your org can now see the bookmarks when your people finish their working day! 

To see your org's bookmarks at "Finish": 

1. First, click:
   Work-time menu > Finish 
2. Then enter any notes and your feeling. 
3. And finally, you'll see the bookmarks that are shown at: "Finish" 

Keep in mind that: 

• Only bookmarks created in your org can be selected to show at "Finish". This is because only org bookmarks can be seen by everyone in your org. 

And that's it! That's everything you need to know about how to show bookmarks when a person ends their working day! 

"How do I use inserts in a bookmark?" 

Inserts are an advanced feature. With inserts, you can add each person's unique email, email prefix, employee ID, and more, into the address of any bookmark. 

To add an insert in to an existing bookmark's address: 

1. First, select the bookmark on:
   Menu > Bookmarks 
2. Once you've decided on the bookmark you want to change, click its "Edit" link. 
3. Once it's open, type in your changes to the "Address" so it's ready for the insert. 
4. Then click the "Show inserts" button:  
5. And you'll now see the "Inserts" box. 
6. Open the "Inserts" box, and select the insert you want. 
7. You'll see that it's added the insert text (in square brackets) to the point of the "Address" where you left your cursor. 
8. Now click: Save 
9. And finally, go back and find the bookmark in the menu. You'll see that it's automatically replaced the insert tag with your unique details. For example, your unique email. 

Keep in mind that: 

• Only inserts that don't include sensitive info can be included into a bookmark address. 
• However, if the data you want to append isn't listed, you can always use the "Employee ID" field. 

To learn more: 

• About using the "Employee ID" field, watch the video on: Employee ID 

And that's it! That's all you need to do to customize a bookmark with an insert. 

"How do I delete or undelete a bookmark?" 

If you no longer need a bookmark, you're welcome to delete it whenever you like. 

To delete a bookmark: 

1. First, select the bookmark on:
   Menu > Bookmarks 
2. And click its "Edit" link to open it. 
3. Then once the bookmark's open, click More, then: Delete 
4. And then click: Yes ... delete 
5. Now, the bookmark's deleted. 
6. The bookmark's also locked, so it can't be changed anymore. 
7. And finally, if you change your mind and want the bookmark back again, click Undelete, and it's immediately undeleted. 

If it's been a while since you deleted a bookmark, and you want to undelete it, you'll first need to find it in the: "deleted bin" 

To undelete a bookmark from your "deleted bin": 

1. First, click:
   Menu > Deleted bin 
2. Next, you'll see a category for every kind of item that can be deleted. Click: Bookmarks 
3. And then click the "Edit" link on the bookmark you'd like to undelete. 
4. Next, click: Undelete 
5. And finally, the deleted bookmark is immediately undeleted. 

Keep in mind that: 

• Only people who've got "Full org admin" permissions can delete or undelete bookmarks. 
• And remember that all deletes and undeletes are always permanently recorded in "History". This means any admin can always look back in time, and see who did any delete, and when the delete was done. 

And that's it! That's everything you need to know about deleting or undeleting a bookmark! 

"How do I use email signatures?" 

... 

To add your org's email signature to your emails: 

1. First, open yourself on:
   Menu > Me 
2. Then click:
   More > Email signature 
3. And finally, click Copy email signature to copy your signature. 

To optionally preview how it looks in your email inbox: 

1. First, click: Send test email 
2. This sends you your signature in a test email. 
3. And finally, to see the HTML used for this signature, you could click: Show HTML (at the bottom) 
4. Next, in your browser, log in to Gmail and click the settings cog: (at the top) 
5. Then click: "See all settings" 
6. Once in settings, scroll down to "Signature" and click: "Create new" 
7. Now give your new signature a name, and click: "Create" 
8. Now you'll see the signature box. Paste your signature into this box. 
9. Then select your signature name under: "Signature defaults" 
10. Next, scroll down and click: "Save Changes" (at the bottom) 
11. And finally, when you compose a new email, your email signature now shows (at the bottom of the email). 

Keep in mind that: 

• To prevent your email signature from getting too large, only the first 8 contact details are ever shown. 

And that's it! That's all you need to do when setting your email signature! 

"How do I customize the format of my org's email signature?" 

Email signatures give the people in your org a way to have a consistent email signature, with their up-to-date contact info. It gives your org consistency. 

To open your org's default email signature: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   Settings > Default email signature 
3. Go ahead and make any changes you'd like to your org's default email signature. 
4. And finally, any changes you make now shows up on everybody's personal email signature. 

To customize your org's default email signature: 

1. First, click See your sig, to see how it currently looks. 
2. Next, make your changes. 
3. Now, to preview this change, click See your sig again. 
4. And finally, you can see your changes, exactly how you typed them. 

To see how it looks in your email inbox: 

1. First, click: Send test email 
2. And finally, go check your email. 

For advanced usage: 

• Click the "Inserts" button , to select additional inserts that are available. 

And that's it! That's everything you need to know about customizing your org's default email signature! 

"How do I see all changes made to a person, location, etc?" 

History stores all the changes made in 1st Money over time. It shows you what was changed, who made the change, and when the change was made. 

To see all changes to a person, location, etc: 

1. First, select the person, location, etc on:
   Menu > People 
2. Then click:
   More > History 
3. And finally, history shows you changes made over the last 30 days. 

To show history changes going back 90 days: 

• Click:
  Show settings > Dates > Previous 90 days 

To see more details on any change: 

1. First, click the row. 
2. Now, you'll see a lot more details about the change. 
3. As you'd expect, some change history is considered private. 
4. And finally, if a person doesn't have "View ... payroll admin" permissions, then private changes, like a change in pay, have some details hidden. 

Now, switching person. You're now logged in as a person who's got "Full org admin" but is limited to "No payroll admin" permissions. 

As an org admin: 

• You can see most of another person's change history. 
• However, if your org admin isn't also a payroll admin, your org admin can't see what a person's pay was changed to. 
• When an org admin clicks on the row showing a change in pay rate, their access is limited. 
• Your org admin can see who made the change, and when it was changed, but not the amount. 

To copy a link to an item in change history: 

1. First, click the three dots: (on the far left) 
2. Then click: Copy link 
3. And finally, an org admin could then send that link to a payroll admin to review. 

To find out who payroll admins are: 

1. First, click the "payroll admins" link. 
2. Then select from the list of all the people who've got payroll admin permissions. 
3. And finally, any payroll admin can see the pay rate of any person, including all of its change history. 

And that's it! That's all you need to do to look up any change in 1st Money ... even going back years! 

"How do I see who's made changes to a field?" 

As a company, multiple people often have admin permissions to make changes. It's sometimes useful to see what changes were made, who made the changes, and when. 1st Money has full change history built-in. History's where you go to see everybody's changes. 

To see who's made changes to a field: 

1. First, hover your mouse over the row where the field is. 
2. This reveals three dots: (on the far left) 
3. When you click it, a menu opens. 
4. Then when you click the "History" button on this menu, a panel slides out on the right, listing the change history for this row. 
5. In the history, you'll see of every change that's been made. 
6. You'll also see who made the changes. 
7. And finally, this listing, by default, shows any changes that've happened to the selected fields over the last 36 months. 

To lengthen or shorten a date range: 

1. First, click:
   Show settings > Dates 
2. And finally, pick a date range. 

To see more details about a change: 

1. First, click the row. 
2. And finally, you'll now see further details appear on the right. 

And that's it! That's everything you need to know about seeing change history of any field in 1st Money, even going back years! 

"How do I create a location?" 

A location groups people together based on where the people physically work. Once people are grouped into a location, you can share bookmarks and notes with each of those people. 

To create a new location: 

1. First, click:
   Menu > Locations > New location 
2. Once it's open, type in the name of your new location. 
3. Optionally, you can also click the circle and set the list color and image. 
4. Next, click: Set address 
5. And type your location's address. As soon as you start typing, it automatically suggests similar addresses. 
6. Once you've clicked on your address, it fills everything else in for you, but you can still type in your own changes. 
7. Once you're ready, click: Save 
8. Once it's saved, you'll see the full address with a matching map preview. 
9. And finally, optionally, you can also add notes to your location. For example, notes on Wi-Fi or fire exits. 

To add notes to a location: 

1. First, select the location on:
   Menu > Locations 
2. Then scroll down to the "Notes" heading, and click the "Edit" button:  
3. Once the panel slides out on the right, type out the notes you'd like to share with this location's people. 
4. You can format your notes using Markdown, including: bold text, and bullet lists. 
5. To learn more about formatting with Markdown, click the question mark button:  
6. You can type in as many notes as you like. Even pages of notes is fine. Once you've finished typing your notes, click: Save 
7. And finally, once it's saved, you'll now see your notes shown on the main page for your new location. 

Keep in mind that: 

• Anyone who's added to a location can see all the notes and bookmarks of that location. 
• Only people who've got "Full org admin" permissions can create, make changes, or add people to a location. 

To learn more: 

• About how to add people to a location, watch the video on: Adding people to a location 

And that's it! That's everything you need to know about creating a location! 

"How do I add people to a location or set a person's location?" 

There's three ways to add people to a location. 

To add lots of people to a location, all in one go: 

1. First, select the location on:
   Menu > Locations 
2. Once it's open, scroll down and click: Add person 
3. Once the panel slides out on the right, click each person you want to add. 
4. Then click: Save 
5. And finally, now you'll see the people you selected are all added to this location. 

To set only one person's location: 

1. First, select the person on:
   Menu > People 
2. Then click:
   Settings > Location 
3. Next, select the location you'd like to set for the person. 
4. Then click: Save 
5. And finally, the location for the person is now set. 

To set a person's location from an org chart: 

1. First, open your org on:
   Menu > Orgs 
2. Then click:
   Org charts > Location 
3. Once the panel slides out on the right, you'll see a visual map of everybody grouped by their location. 
4. On each person, you'll see a "Change location" link. Click the link to change location for an existing person. 
5. Alternatively, when you scroll to the bottom, you may see the heading: "People with no location" 
6. If you click the "Set location" link on one of the people, you can select a location for them. 
7. Now, once it's saved, you'll see that the person's been moved out of the "People with no location" list. 
8. And finally, the person's been moved under the location you selected. 

Keep in mind that: 

• Only people who've got "Full org admin" permissions can add or move people between locations. 

And that's it! That's everything you need to know about adding a person to a location! 

"How do I delete or undelete a location?" 

If you no longer need a location, you're welcome to delete it whenever you like. 

To delete a location: 

1. First, select the location on:
   Menu > Locations 
2. Then once the location's open, click More, then: Delete 
3. And then click: Yes ... delete 
4. Before deleting, if there's still people in this location, you'll be asked to move people out. 
5. To move everyone over to another location, click: See "Move all" 
6. Then select the location to move everyone over to. 
7. And then click: Yes ... move all 
8. Now, the people have all been moved, and the location's now deleted. 
9. The location's also locked, so it can't be changed anymore. 
10. And finally, if you change your mind and want the location back again, click Undelete, and it's immediately undeleted. 

If it's been a while since you deleted a location, and you want to undelete it, you'll first need to find it in the: "deleted bin" 

To undelete a location from your "deleted bin": 

1. First, click:
   Menu > Deleted bin 
2. Next, you'll see a category for every kind of item that can be deleted. Click: Locations 
3. And then click the location you'd like to undelete. 
4. Next, click: Undelete 
5. And finally, the deleted location is immediately undeleted. 

Keep in mind that: 

• Whenever you undelete a location, you'll still have to add the people back in again after it's undeleted. 
• Also keep in mind that only people who've got "Full org admin" permissions can delete or undelete locations. 
• And remember that all deletes and undeletes are always permanently recorded in "History". This means any admin can always look back in time, and see who did any delete, and when the delete was done. 

And that's it! That's everything you need to know about deleting or undeleting a location! 

"How do I change my password?" 

It's a good idea to change your password once-in-a-while. This helps to protect your payroll and salary settings, and improves your account's safety. 

To change your existing password: 

1. First, click:
   Menu > Change password 
2. Now, type your new password. 
3. And finally, click: Save new password 

To fix your password, if it's too short: 

1. First, if it's too short, you'll see a warning. 
2. Now type in a password that's at least 8 characters long. 
3. Then click: Save new password 
4. And finally, once your password change has been successful, you'll see a confirmation message. 

Keep in mind that: 

• Your new password must be 8 characters, or longer. 
• And your password must have at least one uppercase letter, one lowercase letter, and one number. 

And that's it! That's everything you need to know about changing your password! 

"How do I log in and log out of 1st Money?" 

The log in and log out process is the same regardless of whether you're using a browser, or you've installed 1st Money. 

To login to 1st Money: 

1. First, go to the homepage and click: Log in 
2. Then enter your email and password. 
3. Then turn on: Keep me logged in 
4. Turning on "Keep me logged in" means you won't be asked to log in again for 30 days. 
5. And then click: Log in 
6. And finally, you're now logged in. 

To end your session and log out: 

1. First, click: Work-time menu > Log out 
2. You may have to scroll down to see the "Log out" button. 
3. You'll now be logged out. 
4. And finally, you'll be taken back to the login page. 

Keep in mind that: 

• You must never turn on "Keep me logged in" on a public or shared device. 
• Once you've logged in with "Keep me logged in", if you close your browser or restart your device, you can still get straight back in by typing "1st.money" into this browser, on this device. 
• However, if you log in on a different browser, or on a different device, you'll be asked to log in again. 
• Also, if you want to end your 30 days session early, you can log out anytime. 

For advanced usage: 

• You can be logged in to more than one device (at the same time). 

And that's it! That's everything you need to know about logging in and logging out of 1st Money!