General
Can I pay you to add a feature?
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
Does search have any advanced tricks?
The most advanced search feature is: "Search inside"
How "Search inside" works:
- In the search box start typing the name of a person (or other item).
- Once the intended person is selected (by either being the first in the search list, or highlighted in grey).
- To "Search inside", press: Tab
- Next, "Search inside" that person by typing your second search.
- Use the arrow keys to go up and down.
- Once you've selected the correct row, press: Enter
Example: Search for "John's" birthday:
- Type "jo" (John's name comes to the top).
- Press: Tab
- Type "bi" ("Date of birth" comes to the top).
- Press: Enter
You're taken directly to John's birthday date.
How can I add a new org or business?
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.
How can I see who deleted something?
To see who deleted something, look for the "...deleted" action in history.
First find the item that was deleted:
- Go to: > Menu > Deleted
- Click the type of item you're looking for. E.g.: Person, Project, etc.
- Click the item in the list.
To see who deleted it:
- Go to: More > History
- Find the row with the "...deleted" action (at the top).
- 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":
How can I switch between my different businesses?
Switch to any other org, anytime. You won't be asked to log out or log in again.
To switch between your different orgs:
- Go to: > Orgs
- Click the org you'd like to switch into.
Or:
- Press: Alt+C
Or:
- Go to: > Orgs
- Click:
- 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:
See other browsers
- Chrome
- Go to: Options > New incognito window
- Firefox
- Go to: Options > New Private Window
- Edge
- Go to: Options > New InPrivate window
- Internet Explorer
- Go to: Options > Safety > InPrivate Browsing
How does search from the address bar work?
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:
- In your browser's address bar, type: "1st.money"
- Press: Tab
- Type what you're searching for, e.g.: "birthday"
- Press: Enter
This opens you directly to the search results for your search term.
This feature's automatically added to your browser once you login 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.
How do I change my cookie settings?
Learn more about cookies, including disabling, enabling, and deleting them, at: aboutcookies.org
You might decide to block most cookies with the setting in your browser that lets you to block all or some cookies. However, if you block all cookies, most of our services may not work. Unless you've already blocked browser cookies, our system sends you cookies as soon you visit our website.
To opt-out of receiving cookies from a range of ad servers (including, among others, Doubleclick, Videology, AudienceScience, Flashtalking and Microsoft), follow the instructions at: youronlinechoices.com
How do I change the colour and icon of a project, pay batch, bookmark, etc?
Change the icon and colour by clicking the big coloured circle (left of the name).
- See:
- Projects:
- Pay batches:
Go to: Pay batch > Settings > Pay batch sett... > Pay batch name
- Locations:
- Bookmarks:
- Projects:
- Click the big coloured circle (left of the name).
- Click your chosen icon or colour.
I've changed a report's settings. How can I save these changes as a bookmark, or send them to someone else?
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:
- Click show settings (at the bottom).
- Click copy link:
Next:
- Paste this into an email.
- Save it as a bookmark, etc.
Every time it's opened, it remembers the exact same settings as those you've just set.
I've deleted a person (or pay batch, or project). How do I get it back?
If you've deleted a person (or pay batch, or project, etc) by accident, get them back by:
- Go to: > Menu > Deleted
- Click the type of item that was deleted. E.g.: Person, Project, etc.
- Open the item you're looking for.
- 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":
Keyboard shortcuts?
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+Z > Projects
Alt+O > Docs ... all
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
Browser work-time
Alt+[ > Start
Alt+B > Go on break
Alt+] > Finish
Alt+Y > Switch project...
Alt+I > I forgot
Alt+N > Add timesheet ...
Alt+X > Timesheet
1st Money for Linux work-time
Win+Shift+[
Start
Win+Shift+B
Go on break
Win+Shift+]
Finish
Win+Shift+Y Switch project
(no shortcut) I forgot
Win+Shift+N Add timesheet note
Win+Shift+X Timesheet
1st Money for Linux other
Win+Shift+G Search
Win+Shift+Z Show / hide 1st Money
Win+Shift+Esc Open work-time menu
Ctrl+D Dual workspaces
Ctrl+Tab Switch workspace
Ctrl+U Get page address
Ctrl+Click Open in new browser tab
Middle click Open in new browser tab
Shift+Click Open in other workspace
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
> z
Search projects
> o
Search Docs
> l
Search locations
> m
Search bookmarks
> c
Search orgs
> ps
Search payslips
> ts
Search timesheets
Deleted items
> p -
Search deleted people
> z -
Search deleted projects
> m -
Search deleted bookmarks
Calculator ... do sums in the search box
On one device, how can I login to two different orgs at once?
Opening a private browser window lets you login as a second person.
Using the same device, if you'd like two logins (same time), this is the best way:
See other browsers
- Chrome
- Go to: Options > New incognito window
- Firefox
- Go to: Options > New Private Window
- Edge
- Go to: Options > New InPrivate window
- Internet Explorer
- Go to: Options > Safety > InPrivate Browsing
Once you've got a private window open:
- Log in: 1st.money/login
- To switch to a different org:
Go to: > Orgs
Note: It's not possible to do this for the third (or more) person.
Which countries are you launching your products for?
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.
History
How do I see who's made changes to a field?
To see who made some changes to a single field:
- Mouse over: (left of the row)
- 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.
Login
Do I wait until a person accepts their invite before I can configure their account?
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):
How can I change my log in password?
To change your login password:
- Go to: You > Person
- Down the page, look for: "Password"
- On that row, click: change password
- Look in your email inbox.
- Follow the instructions (in the email) to securely change your password.
How do I change the password for myself or someone else?
To change a password:
- Go to: Person > Person
- Go down the page, to: "Self onboarded"
- 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:
Other people's password can't be changed by you. Instead, send them a request to others to change their password.
How do I log out?
To log out:
- Click: > Log out
Logging out:
- Fully disconnects your session.
- Clears any Keep me logged in for 30 days 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
How do your login sessions work?
By turning on Keep me logged in for 30 days at login, you get a 30 day session. You won't be asked to re-enter your password for 30 days (on that device).
After 30 days your session automatically expires (you're returned to login).
To log out manually:
- Click: > Log out
To protect your security (on a shared device):
- Don't use: Keep me logged in for 30 days
- When you're finished:
- Log out (as shown above).
- Or, close the browser window (this also clears non-30 day sessions).
I've forgotten my password. How can I reset my password?
If you've forgotten your password, reset your password with these steps:
- Go to: 1st.money/login
- Click: Forgot?
- Type your: "Login email"
- Click: Send password reset
- Look in your email inbox.
You get an email with instructions on resetting your password.
My admin's sent me an invite to sign up and login, but I didn't get it. What do I do?
If you didn't get the email, first look in your "Spam" folder.
If your admin's sent you an invite to sign up, by email, and it's not arrived in your email inbox:
- Look in your "Spam" folder.
- Ensure that your admin has spelt your email correctly.
- 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.
© 2020–2021 1st Money Ventures. All rights reserved.
www.1st.money/help/General/