© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
 

Cookies help us run our services and make them more tasty. We've posted the full recipe on our Privacy Notice.

Whoa! Wait a minute ... how do I change my cookie settings?

Click "Got it" if you're OK with cookies...

Got it
 

General

Emailing yourself a reminder1:06
Emailing yourself a reminder
Showing bookmarks at "Finish"1:05
Showing bookmarks at "Finish"
Promoting a bookmark0:35
Promoting a bookmark
Deleting bookmarks1:02
Deleting bookmarks
Sharing bookmarks1:36
Sharing bookmarks
Editing bookmarks0:35
Editing bookmarks
Creating a bookmark0:53
Creating a bookmark
Using inserts in bookmarks1:26
Using inserts in bookmarks
Using email signatures1:43
Using email signatures
Customising the default email signature1:39
Customising the default email signature
Logging out1:17
Logging out
Changing password0:59
Changing password
The start page1:49
The start page
The people report2:27
The people report
Change history ... for a single field1:27
Change history ... for a single field
Seeing all change history2:05
Seeing all change history
Deleted items1:16
Deleted items
The "Jump" menu1:43
The "Jump" menu
Changing wallpapers1:39
Changing wallpapers
Using keyboard shortcuts2:22
Using keyboard shortcuts
Creating locations1:07
Creating locations
Deleting a location0:54
Deleting a location
Adding people to a location1:43
Adding people to a location
The side menu2:35
The side menu
 

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

Updated: Sat, Jul 25, 2020. Keywords: develop, engineer, custom, improve, but, suggestion, feedback, programming. Headings: `I need a new feature added. Can you add my feature?`, `Can you add my idea to your product?`, `How do I get my idea or feature added?`
 

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 gray).
  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.

Updated: Sat, Jul 25, 2020. Keywords: tips, enhance, shortcut, quick, internal. Headings: `Does search have keyboard shortcuts?`, `How do I use search?`, `What's search inside?`, `How can I search more quickly?`
 

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.

Updated: Fri, Mar 4, 2022. Keywords: url, configure. Headings: `How do I share a report, including my setting changes?`, `Can I store my changes to a report?`
 

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

First find the item that was deleted:

  1. Go to:   Menu > 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 p...
Updated: Wed, Feb 16, 2022. Keywords: removed, trash, recycle, responsible, bin, rubbish. Headings: `How do I find out which of my employees deleted an item?`, `How do I know when an item was deleted?`
 

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:

See other browsers
Chrome
Go to: Settings > Search > Manage search engines
Firefox
Go to: Settings > Privacy and services > Address bar > Manage search engines
Edge
Firefox doesn't do search from the address bar. Try Chrome, or Edge.
Internet Explorer
Internet Explorer doesn't do search from the address bar. Try Chrome, or Edge.
Updated: Tue, Oct 19, 2021. Keywords: find, look, inside. Headings: `How can I use my browser's address bar to search in 1st Money?`
 

Changing wallpapers1:39

"How do I change wallpapers?" 

Setting your wallpaper can make your working day a little more enjoyable, by adding just a touch of variety and beauty. 

The fastest way to get to wallpapers: 

  1. Is just to right-click, from where ever you are. 
  2. Then, on the right-click menu, click: Theme 
  3. The wallpapers will now show on the right side. 

The other way to get to wallpapers: 

  1. Is go to   Menu, then click: Theme 
  2. Now, scroll down, and click between the wallpapers until you find one you like. 
  3. Once you're happy with your choice, click: Save 

If you combine your wallpaper with "Theme" you can get very dramatic effects: 

  • Here's how it looks with "Always dark" and: "Graffiti" 
  • Or we can try "Always light" and: "Interiors" 
  • Whatever your taste, you can probably find the look you like. 

Most wallpapers come from Unsplash. To learn more about any wallpaper: 

  1. Mouse over the attribution credits here. 
  2. Then click here, to see more about the image on Unsplash. 

By default, the wallpapers change every 30 seconds, but only on the "Home & break" screens. Everywhere else, they change once a day. If you want your wallpapers to change every 30 seconds on every page, change this to: Everywhere 

Finally, to get the most beautiful wallpaper experience, turn on Beautify wallpapers 

  • Beautify adds a subtle movement to slightly glide your wallpaper. 
  • However, this setting uses more CPU, so be warned, it's for fast computers only. 

And that's it! That's everything to know about wallpapers! 

Updated: Tue, Apr 5, 2022. Headings: `How do I edit my backgrounds?`
 

The start page1:49

"How do I customise my start page?" 

The start page is the first page you'll see each time you log in. It's got buttons to the most important features you'll need. Scroll down to see them all. 

Here's three things you can do to make your start page even more beautiful. 

First up, let's set the logo: 

  1. If you're an admin, click the logo, then upload your own org's logo. 
  2. Once it's uploaded, go back to the start page. 
  3. Now, every time your people log in, your logo will be the first thing they'll see. 

Secondly, let's set the wallpaper: 

  1. Right-click anywhere on the page, then click: Theme 
  2. Scroll down, and choose a wallpaper. In this example, we'll choose: Animals 
  3. Then click: Save 
  4. Your start page now loops through beautiful animal wallpapers, changing every 30 seconds. 

Thirdly, let's see more of our chosen wallpaper by hiding the start buttons: 

  1. Click the close button in the top-right corner. 
  2. Now nothing's in the way of you seeing your chosen wallpapers. 
  3. Anytime you need to get back to the start buttons, just move your mouse into the middle of the screen and they'll appear. 
  4. If you want the start buttons back permanently, just click the pin icon here, but we'll leave it hidden for now. 

Finally, if you're ever somewhere else, and need to get back to your start page, just click:   Menu, then: Start page 

And that's it! That's four things you can do to make your start page even more beautiful! 

Updated: Fri, Apr 1, 2022. Headings: `How do I get to my start page?`, `How do I set my company's logo?`
 

Emailing yourself a reminder1:06

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

To set an email reminder: 

  1. Click: Remind me to check this 
  2. Then, choose the date you'll be emailed the reminder. In this example we'll choose tomorrow. 
  3. Finally, click Save, and that's it! The email reminder has been set up. 

Now later, on the date that you chose, you'll be emailed a reminder that looks like this. In the email, if you click the blue button, it'll take you right back to where you were before. 

You'll notice, once you return back, that the reminder has now been automatically turned off. If you need another reminder, you can always turn on the reminder again. Once set, reminders are only ever sent once, and always sent to the email of the person who turned it on. 

And that's it! That's how you set up an email reminder. 

Updated: Mon, Jan 31, 2022. Keywords: future. Headings: `How can I set up an email reminder?`
 

Deleted items1:16

How do I find deleted items and undelete them? 

When you delete items in 1st Money, they're moved to: "Deleted" 

Let's show this by deleting one of our projects: 

  1. First, open the project. 
  2. Then click through to: More > Delete 
  3. Then: Yes ... delete 
  4. The project's now deleted, so let's go to the start page. 
  5. Now when we click Projects, the deleted project is no longer in the list. 

To find and undelete the deleted project: 

  1. Go to:   Menu 
  2. Then, scroll down and click: "Deleted" 
  3. Here you'll see a category for every kind of item that can be deleted. Let's click: Projects 
  4. Now we can see the project that we just deleted. 
  5. Click the project, to open it. 
  6. And then, to restore it, click: Undelete 
  7. Now when we click Projects, it's back in the list again. 

And that's it! That's how you can find deleted items and undelete them! 

Updated: Sat, Apr 2, 2022. Keywords: trash, removed. Headings: `How do I see all of my deleted items?`, `How do I undo a delete?`
 

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

  1. Go to:   Menu > 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 p...
Updated: Wed, Aug 4, 2021. Keywords: restore, gone, junk, recycle. Headings: `How do I get something out of the trash?`, `How do I undelete something?`
 

Change the icon and color by clicking the big colored circle (left of the name).

  1. See:
    • Projects:

      Go to: Project > Project > Project name

    • Pay batches:

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

    • Locations:

      Go to: Location > Location > Location name

    • Bookmarks:

      Go to: Bookmark > Bookmark > Bookmark name

  2. Click the big colored circle (left of the name).
  3. Click your chosen icon or color.
Updated: Wed, Aug 4, 2021. Keywords: appearance, symbol. Headings: `How can I set the image and color of a location?`, `Where can I adjust the list icon style?`
 

The "Jump" menu1:43

"How do I use the jump menu?" 

The "Jump" menu is a useful way to go from one person to another, whilst keeping on the same tab as you jump between each. For now, the "Jump" menu's not showing because we're on the start page. Let's go to a person so we can see the "Jump" menu. Now that we've got a person open, the "Jump" menu appears. 

To show how useful the "Jump" menu is, let's open an example field like: "Average hours" 

  1. By clicking: HR > Assessment 
  2. And here we can see: "Average hours" 

Now, suppose we'd like to see this same setting for other people. It'd be slow if every time we open a different person, we'll of had to click HR > Assessment again and again. 

The "Jump" menu makes this faster: 

  1. Let's click: Jump 
  2. Then click another person. 
  3. Now we're on a different person, and we can see "Average hours" with no extra clicks. 
  4. Let's do it one more time. 
  5. Again, we see "Average hours" with no extra clicks. 

Because we used "Jump", it's automatically opened to the same tab every time. "Jump" also works on Pay batches, projects, and locations. It's particularly useful when you're doing the same thing for each person on your team. You could be updating the same field, or looking at the same report for each person. Just use "Jump" to go from person to person. 

And that's it! That's how to use the "Jump" menu! 

Updated: Tue, Apr 5, 2022. Keywords: . Headings: `What does the jump menu do?`, `How do I add things to the jump menu?`
 

Using keyboard shortcuts2:22

"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 Desktop. However, 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. 

Let's look at where we can find the keyboard shortcuts: 

  • On the side   Menu, you can see reminders of the keyboard shortcuts written here. 
  • On the work-time menu you can also see similar keyboard shortcut reminders here. 
  • If you'd like to see the full list of keyboard shortcuts, click   Menu, then scroll down to Keyboard shortcuts 
  • This'll show you the full listing of all keyboard shortcuts as a help page on the right. 
  • This page always shows you the keyboard shortcuts that're available to you right now. In other words, you'll see different shortcuts depending on whether you're on Windows, Mac, or Linux. 
  • You can also get to this page more easily by pressing the keyboard shortcut: Alt Slash 

One final keyboard shortcut is the numbered shortcut to each org in your follow list. People managing more than one org, like accountants and bookkeepers, will find this especially useful. It speeds up jumping between orgs. 

Next, let's look at the org shortcuts: 

  • When you hover over each org in your follow list, you'll see they each have a keyboard shortcut. We've setup a green, a blue, and a red org, as an example. 
  • The first org is always Alt 1, and the second is always Alt 2, etc. 
  • Also keep in mind that you can always drag them to change the order. Let's drag the red org to the top, like this. 
  • Now that red is at the top, it's now the new: Alt 1 
  • When we press the Alt 1 shortcut, and then press the Alt Z shortcut, we can see the red org's projects. 
  • When we press the Alt 2 shortcut, it lists the green org's projects. 
  • And finally, when we press the Alt 3 shortcut, it shows the blue org's projects. 

This makes it easy to jump between orgs using your keyboard. 

And that's it! That's all you need to know to use the keyboard shortcuts! 

Updated: Wed, Jun 1, 2022. Keywords: keybinding, hotkey. Headings: `Where can I see the keyboard shortcuts?`, `How do I switch orgs?`
 

The people report2:27

"How do I use the people report?" 

The people report shows you a one page view of all your people in a location, a pay batch, or even your whole org. This report's only available to people with org admin permissions. 

To open the people report: 

  1. First go to a location or go to your org. For this example, we're going to go to a location. 
  2. Then, go over to: Reports > People 
  3. Once it's open, you'll see a list of the people that've been added here. 

As you scroll across this list, you'll see information about each person, like their permissions, working hours, job title, and employment dates. Because it's a wide report, you may prefer to use the check boxes at the start of each row. This way you can highlight the rows you're focusing on before you scroll across. 

If you spot something you'd like to update: 

  1. Simply click it. For example, let's click Pam's job title. 
  2. Let's change it to "Cafeteria Manager". 
  3. Then click: Save 
You'll now see that the people report's automatically updated, as you save each change. 

To only list the people under a specific manager: 

  1. Click: Show settings > Manager In this example, we'll choose "Wayne". 
  2. Now it only shows the people managed by Wayne. 

To get back to listing all people: 

  • Click: Show settings > Manager > All managers 

At the bottom of the report you'll see the email addresses of the people listed. This is useful if you're sending a group email and don't want to miss anyone. 

Now let's open a pay batch's people report. This can only be opened by people with payroll admin permissions. 

To open the pay batch people report: 

  1. First go to a pay batch. 
  2. Then, click over to: Pay > People 
In the pay batch version of the people report you'll see even more information. Such as the status of recent Paystubs, their pay rate, their employment agreement, and more. 

And that's it! That's how to use the people report! 

Updated: Mon, Mar 7, 2022. Keywords: details, contact, employee. Headings: `How can I find all my people's data in one place?`, `How do I download a spreadsheet of my person's info?`, `Where can I see each worker in a list?`
 

The side menu2:35

"How do I use the side menu?" 

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

The two places you can click, to open the side menu, are here, and here. They both do the same thing, so it doesn't matter which you prefer to click. 

Before starting, let's permanently pin the side menu out: 

  1. First, click the   Menu 
  2. Then click the pin icon at the top. 
  3. Now the side menu will always be pinned out, making it easier to get to. 
  4. When you want to hide the side menu again, just click the close button here, but for now, we'll leave it pinned out. 

By the way, if you need to get to your org, click your org's name at the top, and it'll take you there, like this. Now, clicking back to the start page. 

If you click   Menu, just below your org's name: 

  • You'll see a list, here, of all the main places you may want to go in 1st Money. 
  • You may also notice that this list is the same listing as the one you'll see on the start page. 

Some menu items won't show for all users. For example, "Pay batches" will only show for payroll admins. 

On the left edge of the menu is your follow list. Let's add some orgs to it: 

  1. First, click the plus sign at the top. 
  2. Then click: Follow more orgs 
  3. Then, click the pluses beside the orgs you want to add shortcuts to. We'll add all three. 
  4. These followed orgs instantly show up, over here, on the left. 
  5. Now we can easily switch orgs by just clicking the org buttons on our follow list. 

Next, let's add some people to your follow list: 

  1. Click add at the top. 
  2. Then click: Follow more people 
  3. Then click the pluses beside the people you want to add. We'll add five. 

By adding people to your follow list: 

  • You can see when these people have started their work-time, by when this green circle shows. 
  • And when it goes yellow, it means they're on break. 

If you want to change the order: 

  1. You can just drag the org icons to put them where you want. 
  2. You can drag the people icons too. Just drag them to where you want them. 

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

Updated: Tue, Apr 5, 2022. Keywords: hamburger icon. Headings: `How do I add people to my follow list?`
 

Using keyboard shortcuts2:22

 

Alt+/ Open this keyboard shortcuts page

Alt+J Jump

Alt+H Open / close help

Alt+R Reload tab

Alt+Enter Save

Ctrl+S Save

 

Alt+U   Menu > Menu

Alt+P   Menu > People

Alt+A   Menu > Pay batches

Alt+Z   Menu > Projects

Alt+O   Menu > Docs ... all

Alt+L   Menu > Locations

Alt+M   Menu > Bookmarks

Alt+C   Menu > Orgs

Alt+1 Switch to your first Org

Alt+2 Switch to your second Org

Alt+3 Switch to your third Org

Alt+4 Switch to your 4th Org

Alt+5 Switch to your 5th Org

Alt+6 Switch to your 6th Org

Alt+7 Switch to your 7th Org

Alt+8 Switch to your 8th Org

Alt+9 Switch to your 9th Org

 

Alt+S   Menu > Search

or Move up or down search results

Enter Open the selected entry

Esc Clear the search box

 

Esc Close video

F Fullscreen video

Space Play / pause

Jump 5 seconds forwards

Jump 5 seconds backwards

Home Jump to the beginning

 

Alt+[ Start

Alt+B Go on break

Alt+] Finish

Alt+Y  Switch projects

Alt+I  I forgot

Alt+N  Add timesheet note

Alt+X  Timesheet

 

Ctrl+Enter Open the entry in a new tab

Ctrl+Click Open in new browser tab

Tab "Search inside" item

Alt+Click "Search inside" item

Esc (second press) Hide the menu

 

  Menu > p Search people

  Menu > a Search pay batches

  Menu > z Search projects

  Menu > o Search docs

  Menu > l Search locations

  Menu > m Search bookmarks

  Menu > c Search orgs

  Menu > ps Search paystubs

  Menu > ts Search timesheets

 

  Menu > p - Search deleted people

  Menu > z - Search deleted projects

  Menu > m - Search deleted bookmarks

 

  Menu > 1+1

  Menu > 5*(9-3)=

Updated: Wed, Jun 1, 2022. Keywords: access, quick, bindings. Headings: `What keyboard shortcuts can I use?`, `Where's a list of all the keyboard shortcuts?`
 

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.

Updated: Sat, Jul 25, 2020. Keywords: states, release, New Zealand, Ireland, Singapore, Hong Kong, China, India. Headings: `Where can I use this for?`, `What region have I got to be in to try this?`, `Which locations is this available for?`
 

Bookmarks

 

Creating a bookmark0:53

"How do I create a bookmark?" 

To create a personal bookmark, seen by yourself only: 

  1. First go over to:   Menu > Bookmarks > New bookmark 
  2. Once it's open, enter the bookmark's name. This is what the bookmark's title will show as. 
  3. Then, enter the bookmark's address. This is the link that the bookmark will open to. 
  4. Finally, click: Save 

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

To see your new bookmark, click your way to:   Menu > Bookmarks You'll now see it in the list. 

To make your bookmark stand out, you can also change the color and image to whatever you prefer. 

Updated: Thu, Mar 3, 2022. Keywords: favourites. Headings: `What's a bookmark?`, `How do I change a bookmark?`
 

Editing bookmarks0:35

"How do I edit a bookmark?" 

You can change or update a bookmark anytime. 

  1. First, click your way to:   Menu > Bookmarks 
  2. Then, click "edit" on the bookmark you want to change. 
  3. Once it's open, make your changes. 
  4. Finally, click: Save 

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

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I change a bookmark?`
 

Promoting a bookmark0:35

"How do I promote a bookmark?" 

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

  1. First click your way to:   Menu > Bookmarks 
  2. Then click edit on the bookmark you want to promote. 
  3. Once it's open, turn on the toggle to promote the bookmark. 
  4. Then click: Save 

And that's it! That's all you need to do to promote a bookmark. The bookmark will now show at the top of the bookmarks list. 

Updated: Tue, Mar 22, 2022. Keywords: favourites, prioritize. Headings: `How do I move a bookmark up?`, `How do I star a bookmark?`
 

Showing bookmarks at "Finish"1:05

"How do I show bookmarks when someone ends their day?" 

Here's how to set which org bookmarks are shown when anyone in your org finishes for the day. 

  1. First, choose your org by going to:   Menu > Orgs 
  2. Once you've chosen the org, go to: Attendance > Attendance settings 
  3. Scroll down and click the empty bookmark dropdown. 
  4. Then choose the bookmark you want to add. There's a maximum of three. In this example we choose the "ABC Co Handbook" bookmark. 
  5. Finally, click: Save 

And that's it! That's all you need to do to show a bookmark when anyone in your org finishes for the day! 

To see the bookmark you've set: 

  1. Click: Finish 
  2. After you've entered any notes and your feeling, you'll now see the "ABC Co Handbook" bookmark on the popup. 

This makes it really easy for your employees to click any bookmark at the end of their working day. Also note that only bookmarks created at the Org level will be available to be listed in the "Show at finish" feature. 

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I remind people to complete tasks when they finish?`, `How do I show a bookmark at finish?`
 

Sharing bookmarks1:36

"How do I share bookmarks to people in a pay batch, org, etc?" 

For this example, we're going to share a bookmark to all the people in a pay batch. 

  1. First, click your way to:   Menu > Pay batches 
  2. Then, choose the pay batch you'd like to share a bookmark in. 
  3. Once it's open, go to: More > Bookmarks 
  4. Then, click New bookmark from here so the bookmark's made in this pay batch. 
  5. Once it's open, enter the bookmark's details. 
  6. Finally, click: Save 

And that's it! That's all you need to do to share a bookmark to everyone in a pay batch. 

Sharing bookmarks to all the people in a project, org, or location also works the same. Just follow similar steps once you're in a project, org, or location. 

In this example, we're logged in as Ahmed. 

  • Because Ahmed's a member of this pay batch, when he goes to "Bookmarks" he'll now see this new bookmark show up. 
  • If you later moved Ahmed to a different pay batch, this bookmark would automatically disappear. Instead, Ahmed would automatically get any bookmarks from his new pay batch. 
  • The same also goes for any projects and locations that Ahmed joins. 
  • This makes the bookmarks feature a powerful tool in keeping your people up-to-date with the resources they need to do their job! 

Updated: Tue, Mar 22, 2022. Keywords: favourites. Headings: `How do I make bookmarks for a specific group of people?`, `How do I show bookmarks to people in the same location?`
 

Using inserts in bookmarks1:26

"How do I use inserts in a bookmark?" 

Inserts are an advanced feature. With inserts, you can insert a person's email, employee ID, email prefix, and others, into a bookmark. This is useful if you want a bookmark to work personally for multiple people in an org. 

  1. First, to open the org you want the bookmark to show in, click over to:   Menu > Orgs 
  2. Once you've selected the org, click your way to: More > Bookmarks 
  3. Then, click: New bookmark 
  4. Once it's open, type in the bookmark details. 
  5. When you're ready to put the insert in the bookmark address, click the insert button on the right. 
  6. Then, choose the insert you want to use. For this example, we're going to insert the person's email address. 
  7. Finally, click: Save 

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

  • If you click your way to:   Menu > Bookmarks, you can see the bookmark now includes Wayne's email address. 
  • Each employee will now see their own email address when they go to this bookmark. 

Updated: Tue, Mar 22, 2022. Keywords: favourites, tags. Headings: `How do I add a tag to a bookmark?`, `How do I add an email to a bookmark?`
 

Deleting bookmarks1:02

"How do I delete or undelete bookmarks?" 

To delete a bookmark: 

  1. First click your way to:   Menu > Bookmarks 
  2. Then, click edit on the bookmark you want to delete. 
  3. Once it's open, go to: More > Delete 
  4. Finally, click: Yes ... delete 

And that's it! That's all you need to do to delete a bookmark. 

"How do I undelete bookmarks?" 

To undelete a bookmark: 

  1. First, click over to:   Menu > Deleted 
  2. Then, click on: Bookmarks 
  3. After that, click edit on the bookmark you want to undelete. 
  4. Once it's open, click Undelete at the bottom of the page. 

And that's it! It's not deleted anymore. That's all you need to do to undelete a bookmark. 

Updated: Wed, Mar 23, 2022. Keywords: favourites. Headings: `How do I remove a bookmark?`
 

Email signature

 

Using email signatures1:43

"How do I use email signatures?" 

To add your org's email signature to the end of your emails: 

  1. First go to click over to:   Menu, then click yourself. 
  2. On your person page, go over to: More > Email signature 
  3. Then, click Copy email signature to copy your signature. 

By the way, this is optional, but if you wanted a preview of how it looks in your email inbox, just click Send test email This would send you your signature in a test email. Also, If you wanted to see the HTML used for this signature, you could click Show HTML at the bottom of the page. 

  1. Next, in your browser, log in to Gmail and click the settings cog at the top, then click: See all settings 
  2. Once in settings, scroll down to "Signature" and click: Create new 
  3. Now give your new signature a name, and click: Create 
  4. Now you'll see the signature box. Paste your signature into this box. 
  5. Then, select your signature name under "Signature defaults". 
  6. Finally, scroll down and click Save Changes at the bottom. 

Now, when you compose a new email, your email signature will show at the bottom of the email. 

By the way, to prevent your email signature from getting too large, only the first 8 contact details will ever be shown. 

And that's it! That's all you need to do to use the email signature feature. 

Updated: Wed, Mar 23, 2022. Keywords: trademark. Headings: `How do I use the same signature format across my org?`
 

Customising the default email signature1:39

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

Email signatures make it easy for people in your org to have their up-to-date contact info presented in a consistent email signature format. It gives your org consistency. 

To customise your Org's default email signature: 

  1. First open your org by going to:   Menu > Orgs 
  2. Then, click your way to: Settings > Default email signature 

From here you can make any changes you'd like to your Org's default email signature. Any changes you make here will show up on everybody's personal email signature. 

Let's do a simple change as an example: 

  1. Currently, if you click See your sig, the email signature says "Sincerely". 
  2. We'll now switch "Sincerely" to "All the best". 
  3. Now, to preview this change, simply click See your sig again. 
  4. Now you can see that it says "All the best", just like you typed in. 

By the way, this is optional, but if you wanted to see how it looks in your email inbox: 

  1. Just click: Send test email 
  2. Then go check your email. 

For advanced users, feel free to pick and choose from the additional inserts that are available by clicking here. 

And that's it! Go ahead and make as many changes as you like to customise your Org's default email signature! 

Updated: Fri, Feb 25, 2022. Keywords: trademark. Headings: `How do I change my org's signature format?`, `How do I add inserts into my org's signature?`
 

History

 

Seeing all change history2:05

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

To see all the changes to a person, location, or anything else in 1st Money go to: More > History 

By default, history shows you changes made over the last 30 days. To show changes over the last 90 days: 

  • Click: Show settings > Dates > Previous 90 days 

To see more detail on any change, just click the row. For example, here's what we see when we click Sophia's change of manager from Clara to Wayne. 

As you'd expect, some change history is considered private. If a user doesn't have "View ... payroll admin" permissions, then private changes, like a change in pay, will have some details hidden. 

For example, here, we're 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 an org admin isn't also a payroll admin, they 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. 
  • They can see who made the change, and when it was changed, just not the amount. 

The org admin could instead copy a link to this item in change history by: 

  1. Clicking the three-dots. 
  2. Then "Copy link". 
  3. The org admin could then send that link to a payroll admin to review. 

If an org admin wants to know who can see it, they can just click this "payroll admins" link. 

  • Now it lists all the people who do have payroll admin permissions. 
  • These admins would be able to see the rate the pay was changed to. 

And that's it! That's how you can look up any change in 1st Money ... even going back years! 

Updated: Mon, Mar 7, 2022. Keywords: modify, log, audit, which, lookup. Headings: `How do I know who made some updates?`
 

Change history ... for a single field1:27

"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. 

Here's the easiest way to see who's made changes to a field. 

  1. First, hover your mouse over the row where the field is, for example, the name of this location. 
  2. This reveals three-dots on the far left. 
  3. When you hover your mouse over the three-dots, a menu opens. 
  4. Then, when you click the "History" button on this menu, a side-panel opens on the right, listing the change history for this row. 

Here we can see that there's been changes to this location's name, and also to its icon and color. These changes were made by at least 4 different people. 

This listing, by default, shows any changes that've happened to these fields over the last 36 months. 

You can easily change this date range: 

  1. Simply click: Show settings > Dates 
  2. Then choose a date range. 

To see more details about just one of the changes, click on the row. You'll now see further details appear on the right. 

And that's it! That's how you can see a history of any change to any field in 1st Money, even going back years! 

Updated: Thu, Mar 3, 2022. Keywords: modify, log, audit, person, which, lookup. Headings: `How do I know who made some updates?`, `Where does it show a list of changes to a text box over time?`
 

Locations

 

Creating locations1:07

"How do I create a location?" 

To create a location: 

  1. First click:   Menu > Locations > New location 
  2. Once it's open, type in the name of the location. 
  3. Next, choose the country. 
  4. Then, start typing the address, and it'll automatically suggest matching addresses. 
  5. Once you've clicked the address you're looking for, it'll show that the address is verified with this green check. 
  6. Optionally, you can also scroll down to "Notes" and click the arrow to the right. Then, type out all the notes you want to share to people in this location. You can even format your notes using markdown! 
  7. Once you're done, click: Save 

To make your location stand out, you can also change the color and image to whatever you prefer. 

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

Updated: Fri, Feb 25, 2022. Keywords: workplaces. Headings: `How do I group people based on where they work?`
 

Adding people to a location1:43

"How do I add people to a location?" 

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

For the first way: 

  1. Click over to:   Menu > Locations, and open the location that you want to add a person to. In this example, we'll choose the "Warehouse" location. 
  2. Once it's open, scroll down and click: Add people 
  3. On the right side, click each person you want to add. In this example, we're just going to add Ahmed. 
  4. Finally, click Save, and now you'll see Ahmed show up in the list. 

For the second way to add a person to a location: 

  1. Click:   Menu > People, and open the person that you'd like to set the location for. In this example, we're going to open Clara. 
  2. Once it's open, click your way to: Settings > Location > Work location 
  3. Next, select the location you'd like to set for Clara. In this example, we'll choose the "Warehouse" location. 
  4. And finally, click: Save 

Now, click over to:   Menu > Locations, and open the "Warehouse" location. 

Once it's open, you'll see both Ahmed and Clara have now been added to the "Warehouse" location. 

You can also easily see how this location now looks in the org chart. Simply click the org chart button at the top, and it'll open a view of how the location now looks. 

And that's it! That's both of the ways to add a person to a location. 

Updated: Fri, Feb 25, 2022. Keywords: workplaces. Headings: `How do I set the location a person is in?`
 

Deleting a location0:54

"How do I delete or undelete a location?" 

If you no longer need the location and want to delete it: 

  1. Click on: More > Delete 
  2. Then click: Yes ... delete 
  3. Before deleting, you may be asked to move out the people in this location. 
  4. To easily move everyone to an alternative location, click Replace all 
In this example we'll move everyone to "Call centre". 
  1. Then click: Save 

Once everyone's moved out, and the location's deleted, it's locked and nothing in this location can be edited. 

If you change your mind and want it back again just click Undelete, but you'll still have to move the people back in again. 

And that's it! That's all you need to do to delete a location! 

Updated: Tue, Mar 1, 2022. Keywords: remove. Headings: `How do I move a location to deleted?`
 

Login

 

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
Updated: Tue, Jul 20, 2021. Keywords: join, create, send, email, login. Headings: `Is there a delay before I can setup an employee after sending the invite?`
 

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.
Updated: Tue, Jul 20, 2021. Keywords: security. Headings: `Where's the page to update my password?`, `How do I reset my password?`
 

Changing password0:59

"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 password: 

  1. First, click:   Menu 
  2. Then click: Change Password 
  3. Now, type your new password. 
  4. Finally, click: Save new password 

If your password's too short: 

  1. You'll see this warning. 
  2. Now type in a password that's at least 8 characters. 
  3. Then, click: Save new password 
  4. The password change has been successful, and you'll now see this message. 

Make sure: 

  • Your new password is 8 characters or longer. 
  • And that your password has at least one uppercase letter, one lowercase letter, and one number. 

And that's it! That's how you can change your password! 

Updated: Thu, Apr 7, 2022. Keywords: security. Headings: `Can I reset my 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...

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

Updated: Tue, Jul 20, 2021. Keywords: modify, another, security. Headings: `How do I reset my login password?`, `How do I send a password update reminder email?`
 

Logging out1:17

"How do I log out of 1st Money?" 

When you go to the login screen of 1st Money, you've got the option to turn on the "Keep me logged in" option. Turning this on means you won't be asked to login again for 30 days. 

Let's login: 

  1. By entering our password. 
  2. Then turning on: Keep me logged in 
  3. And then clicking: Log in 
  4. You're now logged in, and won't be asked to log in again for 30 days. 

Even if you close your browser or restart your device, you'll still be able to get straight back in by simply typing "1st.money" into this browser, on this device. If you log in on a different browser, or on a different device, you'll be asked to log in again. Any other login won't affect this login. 

If you want to end your 30 days session early, you can just log out. 

To log out: 

  1. Click through to:   Work-time menu >  Log out 
  2. You'll now be logged out, and brought back to the login page. 

And that's it! That's how to log out of 1st Money! 

Updated: Thu, Apr 7, 2022. Keywords: sign out, leave, finish. Headings: `How do I log myself out?`, `How do I exit my 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.

Updated: Tue, Jul 20, 2021. Keywords: junk, trash, send, mail. Headings: `How do I resend the login invite email?`, `I can't find the email to onboard. How can it be resent?`
 

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:   Work-time menu >  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).
Updated: Tue, Jul 20, 2021. Keywords: access, authentication. Headings: `How do I disconnect my login session?`, `How can I clear any remembered sessions?`, `What precautions can I take when I log in on my friends device?`, `What's keep me logged in?`
 

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.

Updated: Sat, Jul 25, 2020. Keywords: denied, blocked. Headings: `I can't remember my password. How do I get access?`, `I'm locked out. How do I change my password?`

© 2020–2022 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/General/