© 2020–2021 1st Money Ventures. All rights reserved.
 

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General

 

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, 25 Jul 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 grey).
  3. To "Search inside", press: Tab
  4. Next, "Search inside" that person by typing your second search.
  5. Use the arrow keys to go up and down.
  6. Once you've selected the correct row, press: Enter

Example: Search for "John's" birthday:

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

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

Updated: Sat, 25 Jul 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 add another business:

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.

Updated: Sat, 25 Jul 2020. Keywords: setup. Headings: `How many orgs can I add?`, `How do I make a new company?`, `What's the limit on orgs that I can create?`, `Who's allowed to add new orgs?`
 

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

First find the item that was deleted:

  1. Go to:   > Menu > Deleted
  2. Click the type of item you're looking for. E.g.: Person, Project, 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":

Updated: Sat, 25 Jul 2020. 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?`
 

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

To switch between your different orgs:

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

Or:

  1. Press: Alt+C

Or:

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

Now switch to that org with just one click.

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

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
Updated: Sat, 25 Jul 2020. Keywords: jump, session,change. Headings: `How do I switch orgs?`, `How do I get to my other orgs?`, `How do I get to my account with another business?`
 

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 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.
Updated: Sat, 25 Jul 2020. Keywords: find, look, inside. Headings: `How can I use my browser's address bar to search in 1st Money?`
 

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

Updated: Tue, 15 Sep 2020. Keywords: restrict. Headings: `How do I block cookies?`, `What happens if I stop my browser cookies?`
 

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

  1. See:
  2. Click the big coloured circle (left of the name).
  3. Click your chosen icon or colour.
Updated: Mon, 16 Nov 2020. Keywords: appearance, symbol. Headings: `How can I set the image and colour of a location?`, `Where can I adjust the list icon style?`
 

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: Sat, 25 Jul 2020. Keywords: url, configure. Headings: `How do I share a report, including my setting changes?`, `Can I store my changes to a report?`
 

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

  1. Go to:   > Menu > Deleted
  2. Click the type of item that was deleted. E.g.: Person, Project, etc.
  3. Open the item you're looking for.
  4. 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":

Updated: Sat, 25 Jul 2020. Keywords: restore, gone, junk, recycle. Headings: `How do I get something out of the trash?`, `How do I undelete something?`
 

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

  > 1+1

  > 5*(9-3)=

Updated: Sat, 23 Jan 2021. Keywords: access, quick, bindings. Headings: `What keyboard shortcuts can I use?`, `Where's a list of all the keyboard shortcuts?`
 

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:

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

    Go to:   > Orgs

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

Updated: Sat, 25 Jul 2020. Keywords: multiple, session, second, more, third, 3rd, 2nd. Headings: `How can I login as a second person, using the same PC?`, `How can I get to two orgs at once?`
 

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, 25 Jul 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?`
 

History

 

To see who made some changes to a single field:

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

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

  • Who made the change.
  • What the change was (before vs after).
  • When it happened.
Updated: Sat, 25 Jul 2020. 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?`
 

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):

Updated: Sat, 25 Jul 2020. 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: Sat, 25 Jul 2020. Keywords: security. Headings: `Where's the page to update my password?`, `How do 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:

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

Updated: Sat, 25 Jul 2020. Keywords: modify, another, security. Headings: `How do I reset my login password?`, `How do I send a password update reminder email?`
 

To 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:

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

Updated: Sat, 25 Jul 2020. Keywords: leave, finish. Headings: `How do I exit my login?`
 

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:

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).
Updated: Sat, 25 Jul 2020. 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 for 30 days?`
 

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, 25 Jul 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?`
 

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:

  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: Sat, 25 Jul 2020. 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?`

© 2020–2021 1st Money Ventures. All rights reserved.

www.1st.money/help/General/