
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
Updated: Tue, Mar 14, 2023.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 gray).
- 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.
Updated: Tue, Mar 14, 2023.How can I save or share changes to a report's settings?
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.
Updated: Tue, Mar 14, 2023.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 > Menu > Deleted
- Click the type of item you're looking for. E.g.: Person, Pay batch, 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).
Updated: Tue, Mar 14, 2023.Note: Only org admins can set these features. To see if you're an "Org admin":
- Go to: You > Settings > Permissions > Org admin p...
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 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.
How do I change wallpapers?
1:39
"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.
To change your wallpaper settings:
- First, right-click, from where ever you are.
- Then on the right-click menu, click: Theme
- The wallpapers now shows on the right side.
- To change your wallpaper settings a second way...
- Click: Menu > Theme
- Now, scroll down, and click between the wallpapers until you find one you like.
- And finally, click: Save
To combine both "Theme" and "Wallpaper" settings:
- First, you can get very dramatic effects with the "Always dark" theme with the "Graffiti" wallpaper.
- And finally, you could try the "Always light" theme with the "Interiors" wallpaper. Whatever your taste, you can probably find the look you like.
To learn more about any wallpaper image:
- First, hover your mouse over the attribution credits.
- And finally, click the image, to learn more about it.

Keep in mind that:
- Your wallpaper changes every 30 seconds, but only on the "Home & break" screens.
- Everywhere else, your wallpaper changes once a day.
- If you want your wallpapers to change every 30 seconds on every page, change the loop option to: Everywhere
To see a more beautiful wallpaper experience:
- First, turn on: Beautify wallpapers
- Beautify adds a subtle movement to slightly glide your wallpaper.
- And finally, however, remember this setting uses more CPU, so be warned, it's for fast computers only.
And that's it! That's everything you need to know about changing your wallpaper!
How do I customise my home screen?
1:49
"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. Scroll down to see them all.
You might like a few suggestions on how to make your home screen even more beautiful.
To set your org logo:
- First, if you're an admin, click the logo, then upload your own org's logo.
- Once it's uploaded, go back to your home screen.
- And finally, every time your people log in, your logo is the first thing your people see.
To set your theme wallpaper:
- First, right-click anywhere on the page, then click: Theme
- Scroll down, and click a wallpaper.
- Then click: Save
- And finally, your home screen now loops through beautiful wallpapers of your choice, changing every 30 seconds.
To see more of your selected wallpaper, by hiding your home screen buttons:
- First, click the "Close" button: (in the top-right corner)
- Now nothing's in the way of you seeing your selected wallpapers.
- Anytime you need to return back to the start buttons, just move your mouse into the middle of the screen and the start buttons appear.
- And finally, if you want the start buttons back permanently, click the "Pin" button:
To go 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 email myself a reminder to look back later?
1:06
"How do I set an email reminder to check back later on something?"
To set an email reminder:
- First, click: Remind me to check this
- Then pick the date you'd like to be emailed the reminder.
- Next, click: Save
- And finally, the email reminder's all set up.
Now later, on the date that you chose, you'll be emailed a reminder.
In the email, if you click the blue button, it takes you right back to where you were before.
You'll notice, once you return back, that the reminder's 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 all you need to do to set up an email reminder.
How do I find a deleted person?
0:57
"How do I find a deleted person?"
Once a person ends their employment, you usually delete them after you've done their final paystub. But sometimes, you need to find them after deleting them.
To find a deleted person:
- First, click: Menu > Deleted bin
- Then click: People
- And finally, click the person you're looking for, to open them.
Sometimes you may need to find a deleted person, perhaps even years later. You may need to do this:
- If a person's come back asking for old employment info.
- Or, if a person's lost their P45.
There's no need to "Undelete" them. Whilst the person remains deleted, you can still get:
- All their employment info.
- All their previously paid paystubs.
- And all their previously sent tax forms.
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?
1:16
"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:
- First, open the item.
- Then click: More > Delete
- Then: Yes ... delete
- The item's now deleted.
- And finally, when you click the side menu listing, the deleted item is no longer in the list.
To find and undelete any deleted item:
- First, click: Menu > Deleted bin
- Next, you'll see a category for every kind of item that can be deleted.
- Click the one you want.
- Now you'll see a list of items in this category that've been deleted.
- Click the item that you're looking for, to open it.
- And then click: Undelete
- And finally, when you click the side menu listing, it's back in the list again.
And that's it! That's all you need to do to find deleted items and undelete them!
How do I get back a deleted person, pay batch, or project)?
If you've deleted a person (or pay batch, or location, etc) by accident, get them back by:
- Go to: Menu > Menu > Deleted
- Click the type of item that was deleted. E.g.: Person, Location, etc.
- Open the item you're looking for.
- Click Undelete (at the bottom).
It's now restored back, exactly as it was.
Updated: Tue, Mar 14, 2023.Note: Only org admins can set these features. To see if you're an "Org admin":
- Go to: You > Settings > Permissions > Org admin p...
How do I set the colour or appearance of a location, pay batch, bookmark?
To change the appearance and color, click the big colored circle (left of the name).
- 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
- Projects:
- Click the big colored circle (left of the name).
- Click your preferred appearance or color.
How do I use the jump menu?
1:43
"How do I use the jump menu?"
The "Jump" menu is a useful way to go from one person to another, whilst keeping you on the same tab, as you jump between each.
For now, the "Jump" menu's not showing because you're on your home screen. Once you go to a person, the "Jump" menu appears.
Now that you've got a person open, the "Jump" menu appears.
To go to a field before using your "Jump" menu:
- First, to open the selected field on the person, click: HR > Assessment
- And finally, click your selected field. It can be any field.
Now, suppose you'd like to see this same setting for other people. It'd be too slow if every time you open a different person, you'd have to click through the tabs each time.
To go there much faster, using your "Jump" menu:
- First, click: Jump
- Then click a second person.
- When it opens the second person, and you can see it's taken you directly to the selected field, with no extra clicks.
- Next, "Jump" to a third person.
- Again, you can see the selected field for the third person, with no extra clicks.
- Because you used "Jump", it's automatically opening to the selected field 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.
- And finally, you could be updating the same field, or seeing the same tab for each person. Just use "Jump" to go from person to person.
And that's it! That's everything you need to know about using your "Jump" menu!
How do I use the keyboard shortcuts?
2:22
"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.
To see a few common keyboard shortcuts:
- First, click: Menu
- You'll see reminders of the keyboard shortcuts written in light gray.
- And finally, on the work-time menu you can also see similar keyboard shortcut reminders.
To see a full list of keyboard shortcuts:
- First, click: Menu > Keyboard shortcuts
- 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.
- In other words, you'll see different shortcuts depending on whether you're on Windows, Mac, or Linux.
- And finally, you can also get to this page more easily by pressing the keyboard shortcut: Alt+/
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, find this especially useful. It speeds up jumping between orgs.
To jump between orgs using org shortcuts:
- First, hover your mouse over each org in your follow list. You'll see that each org has a keyboard shortcut.
- The first org is always: Alt+Shift+1
- And the second is always Alt+Shift+2, and so on.
- Also keep in mind that you can always drag them to change the order.
- And finally, now that a different org is listed first, it's now the new: Alt+Shift+1
To combine shortcuts when jumping orgs:
- First, press Alt+Shift+1, and then Alt+Z. It shows you the first org's projects.
- Then press Alt+Shift+2. It shows you the second org's projects.
- And finally, press the Alt+Shift+3. It shows you the third org's projects.
This makes it easy to jump between orgs using your keyboard.
And that's it! That's everything you need to know about using keyboard shortcuts!
How do I use the people report?
2:26
"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. The "People" is only available to people with org admin permissions.
To open a location's "People" report:
- First, go to a location, a pay batch, or to your org.
- Then click: Reports > People
- Once it's open, you'll see a list of people.
- And finally, as you scroll across this list, you'll see info about each person, like their permissions, working hours, job title, and employment dates.
To keep track of rows on a wide page:
- First, you may prefer to click the check boxes: (at the start of any row)
- And finally, with a highlight turned on, it's easier to keep track of the rows you're focusing on, as you scroll across.
To update something about a person:
- First, click the cell you want to change.
- Once the right side opens, make your change.
- Then click: Save
- 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:
- First, select a manager on: Show settings > Manager
- And finally, you'll see only the people under this manager.
To return back to listing all of a pay batch's people:
- First, click: Show settings > Manager > All managers
- You'll see the email addresses of the people listed (at the bottom of the "People" report).
- And finally, this is useful if you're sending a group email and don't want to miss anyone.
A pay batch's version of the "People" report has some important additions. The pay batch "People" report can only be opened by people with payroll admin permissions.
To open a pay batch's "People" report:
- First, select the pay batch on: Menu > Pay batches
- Then click: Pay > People
- In the pay batch version of the "People" report you'll see even more info.
- And finally, you'll see the status of recent paystubs, their pay rate, their employment agreement, and more.
And that's it! That's everything you need to know about using "People" reports!
How do I use the side menu?
2:35
"How do I use the side menu?"
The side menu is your main way to jump around all the different places in 1st Money.
There's two buttons (at the top of the screen) open the side menu. Both buttons do the same thing, so it doesn't matter which you prefer to click.
To permanently pin out your side menu:
- First, click: Menu
- Then click the pin button: (at the top)
- Now the side menu is always pinned out, making it easier to see.
- And finally, when you want to hide the side menu again, click the "Close" button:
To open your org settings from your menu:
- First, click your org's name (at the top).
- And finally, you'll see your org settings.
To open some menu links:
- First, click: Menu
- On the menu, you'll see a list 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 your home screen.
- And finally, some menu items, like "Pay batches" won't show for non-payroll admins.
To add orgs to your follow list:
- First, find the follow list is on the left edge of the menu. To add some orgs to it...
- Next, click the "Add" button: (at the top)
- Then click: Follow more orgs
- Then beside each org you want to add a shortcut to, click the "Add" button:
- Instantly, your orgs now show up on the follow list.
- And finally, to easily switch orgs, click your org buttons on your follow list.
To add people to your follow list:
- First, click the "Add" button: (at the top)
- Then click: Follow more people
- And finally, beside the people you want to add, click the "Add" button:
By adding people to your follow list:
- You can see when your follow list people have started their clocked-in timesheet time, because this green circle shows.
- And when it goes yellow, it means the person's on break.
To re-order items in your follow list:
- First, drag your org icons to put them where you want.
- You can drag the people icons too.
- And finally, drag any of them to where you want them.
And that's it! That's everything you need to know about your side menu!
Keyboard shortcuts
2:22Chrome Windows keyboard shortcuts.
General
Alt+/ or / Open this keyboard shortcuts page
Alt+J or J Jump
Alt+H or H Open / close help
Alt+R Reload tab
Alt+Enter Save
Ctrl+S Save
Navigation
Alt+U or U Menu > Menu
Alt+P or P Menu > People
Alt+A or A Menu > Pay batches
Alt+Z or Z Menu > Projects
Alt+O or O Menu > Docs ... all
Alt+L or L Menu > Locations
Alt+M or M Menu > Bookmarks
Alt+C or C Menu > Orgs
Alt+Shift+1 Switch to your first Org
Alt+Shift+2 Switch to your second Org
Alt+Shift+3 Switch to your third Org
Alt+Shift+4 Switch to your 4th Org
Alt+Shift+5 Switch to your 5th Org
Alt+Shift+6 Switch to your 6th Org
Alt+Shift+7 Switch to your 7th Org
Alt+Shift+8 Switch to your 8th Org
Alt+Shift+9 Switch to your 9th Org
Videos
Esc Close video
F Fullscreen video
Space Play / pause
M Mute / unmute
Jump 5 seconds forwards
Jump 5 seconds backwards
Home Jump to the beginning
Work-time
Alt+< Start
Alt+B Go on break
Alt+> Finish
Alt+Y or Y Switch projects
Alt+I or I I forgot
Alt+N or N Add timesheet note
Alt+X Timesheet
Updated: Tue, Mar 14, 2023.Search shortcuts?
Search
Alt+S Menu > Search
or Move up or down search results
Enter Open the selected entry
Esc Clear the search box
Advanced search
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
The search box
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
Deleted items
Menu > p - Search deleted people
Menu > z - Search deleted projects
Menu > m - Search deleted bookmarks
Calculator ... do sums in the search box
Menu > 1+1
Menu > 5*(9-3)=
Updated: Tue, Mar 14, 2023.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.
Updated: Tue, Mar 14, 2023.Bookmarks
1. How do I create a bookmark?
1:06
"Why are bookmarks useful?"
Bookmarks are a convenient way to share internet links with the people in your company. Bookmarks make it faster for you and your people to access websites you visit often. Depending on where its created, bookmarks are automatically shared with people when joining your org. Bookmarks are also automatically shared to people who are added to a pay batch, a project, or a location.
"How do I create a bookmark?"
To create a personal bookmark, seen by yourself only:
- First, click: Menu > Bookmarks > New bookmark
- Once it's open, enter the bookmark's name. This is what the bookmark's title now shows as.
- Then enter the bookmark's address. This is the link that the bookmark opens to.
- And finally, click: Save
To see your new bookmark:
- First, select the bookmark on: Menu > Bookmarks
- And finally, you'll now see it in the list.
And that's it! That's all you need to do to create a personal bookmark!
2. How do I edit a bookmark?
0:35
"How do I change a bookmark?"
To change or update a bookmark:
- First, select the bookmark on: Menu > Bookmarks
- Then click the "Edit" link on the bookmark you want to change.
- Once it's open, make your changes.
- And finally, click: Save
And that's it! That's all you need to do to change a bookmark!
3. How do I promote a bookmark?
0:35
"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:
- First, select the bookmark on: Menu > Bookmarks
- Then click the "Edit" link on the bookmark you want to promote.
- Once it's open, turn on: Promote to the top of the list
- Then click: Save
- And finally, the bookmark now shows on the bookmarks list (at the top).
And that's it! That's all you need to do to promote a bookmark.
4. How do I show bookmarks when a person ends their day?
1:04
"How do I show bookmarks when a person ends their day?"
To set which org bookmarks are shown when anyone in your org finishes their working day:
- First, select your org on: Menu > Orgs
- Then click: Attendance > Attendance settings
- Scroll down and click the empty bookmark dropdown.
- Then select the bookmark you want to add. There's a maximum of three.
- And finally, click: Save
And that's it! That's all you need to do to show a bookmark when anyone in your org finishes their working day!
To see a bookmark you've set:
- First, click: Finish
- And finally, after you've entered any notes and your feeling, you'll now see the "ABC Co Handbook" bookmark on the popup.

Keep in mind that:
- This makes it really easy for your people to click any bookmark when your people reach the end of their working day.
- Also note that only bookmarks created in your org can be available to be listed in the "Show at finish" feature.
And that's it! That's everything you need to know about how to show bookmarks when a person ends their day!
5. How do I share bookmarks to people in a pay batch, org, etc?
1:36
"How do I share bookmarks to people in a pay batch, org, etc?"
To share a bookmark with all people in a pay batch:
- First, select the pay batch you'd like to share a bookmark in: Menu > Pay batches
- Once it's open, go to: More > Bookmarks
- Then click New bookmark so the bookmark's made in the pay batch.
- Once it's open, enter the bookmark's details.
- Then click: Save
- And finally, 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.
Now, logging in as a person in the pay batch.
- Because the logged in person's in the pay batch, when the person goes to "Bookmarks", the new bookmark shows up.
- If you later moved the logged in person to a different pay batch, the bookmark would automatically disappear. Instead, the logged in person would automatically get any bookmarks from their new pay batch.
- The same also goes for any projects and locations that the logged in person may also join.
- This makes the bookmarks feature a powerful tool in keeping your people up-to-date with the resources your people need to do their job!
And that's it! That's all you need to do to share a bookmark to groups of people!
6. How do I use inserts in a bookmark?
1:26
"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 your org.
- First, to open your org, Menu > Orgs
- Then click: More > Bookmarks
- Then make a new bookmark at: New bookmark
- Once it's open, type in the bookmark details.
- When you're ready to put the insert in the bookmark address, click the insert button on the right.
- Then select the insert you want.
- And finally, click: Save

Keep in mind that:
- If you click: Menu > Bookmarks, you can see the bookmark now includes the person's email.
- Each person now sees their own email when the person clicks this bookmark.
And that's it! That's all you need to do to customize a bookmark with an insert.
7. How do I delete bookmarks?
0:33
"How do I delete or undelete bookmarks?"
To delete a bookmark:
- First, select the bookmark to delete on: Menu > Bookmarks
- Then click the "Edit" link on the bookmark you want to delete.
- Once it's open, go to: More > Delete
- And finally, click: Yes ... delete
And that's it! That's all you need to do to delete a bookmark.
8. How do I undelete bookmarks?
0:33
"How do I undelete bookmarks?"
To undelete a bookmark:
- First, click: Deleted bin
- Then click: Bookmarks
- After that, click the "Edit" link on the bookmark you want to undelete.
- Once it's open, click: Undelete (at the bottom)
- And finally, it's not deleted anymore.
And that's it! That's all you need to do to undelete a bookmark.
Email signature
1. How do I use email signatures?
1:43
"How do I use email signatures?"
To add your org's email signature to your emails:
- First, select yourself on: Menu > People
- Then click: More > Email signature
- And finally, click Copy email signature to copy your signature.
To optionally preview how it looks in your email inbox:
- First, click: Send test email
- This sends you your signature in a test email.
- And finally, to see the HTML used for this signature, you could click: Show HTML (at the bottom)
- Next, in your browser, log in to Gmail and click the settings cog: (at the top)
- Then click: "See all settings"
- Once in settings, scroll down to "Signature" and click: "Create new"
- Now give your new signature a name, and click: "Create"
- Now you'll see the signature box. Paste your signature into this box.
- Then select your signature name under: "Signature defaults"
- Next, scroll down and click: "Save Changes" (at the bottom)
- 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!
2. How do I customise the format of my org's email signature?
1:37
"How do I customize 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 open your org's default email signature:
- First, open your org on: Menu > Orgs
- Then click: Settings > Default email signature
- Go ahead and make any changes you'd like to your org's default email signature.
- And finally, any changes you make now shows up on everybody's personal email signature.
To customize your org's default email signature:
- First, click See your sig, to see how it currently looks.
- Next, make your changes.
- Now, to preview this change, click See your sig again.
- And finally, you can see your changes, just like you typed them.
To see how it looks in your email inbox:
- First, click: Send test email
- And finally, go check your email.

For advanced usage:
- Feel free to select additional inserts that are available. Just click the "Inserts" button:
And that's it! That's everything you need to know about customizing your org's default email signature!
History
1. How do I see all changes made to a person, location, etc?
2:13
"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:
- First, select the person, location, etc on: Menu > People
- Then click: More > History
- 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:
- First, click the row.
- Now, you'll see a lot more details about the change.
- As you'd expect, some change history is considered private.
- 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, just not the amount.
To copy a link to an item in change history:
- First, click the three-dots: (on the far left)
- Then click: Copy link
- And finally, an org admin could then send that link to a payroll admin to review.
To find out who payroll admins are:
- First, click the "payroll admins" link.
- Then select from the list of all the people who've got payroll admin permissions.
- 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!
2. How do I see who's made changes to a field?
1:27
"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.
To see who's made changes to a field:
- First, hover your mouse over the row where the field is.
- This reveals three-dots: (on the far left)
- When you click it, a menu opens.
- Then when you click the "History" button on this menu, a panel slides out on the right, listing the change history for this row.
- In the history, you'll see of every change that's been made.
- You'll also see who made the changes.
- 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:
- First, click: Show settings > Dates
- And finally, pick a date range.
To see more details about a change:
- First, click the row.
- 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!
Locations
1. How do I create a location?
2:16
"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 easily share bookmarks and notes with just those people.
To create a new location:
- First, click: Menu > Locations > New location
- Once it's open, type in the name of your new location.
- Optionally, you can also set the color and image. Just click the circle.
- Next, click: Set address
- And type your location's address. As soon as you start typing, it automatically suggests similar addresses.
- Once you've clicked on your address, it fills everything else in for you, but you can still type in your own changes.
- Once you're ready, click: Save
- Once it's saved, you'll see the full address with a matching map preview.
- And finally, optionally, you can also add notes to your location, like notes on Wi-Fi or fire exits.
To add notes to a location:
- First, select the location on: Menu > Locations
- Then scroll down to the "Notes" heading, and click the "Edit" button:
- Once the panel slides out on the right, type out the notes you'd like to share with this location's people.
- You can format your notes using Markdown, including: bold text, and bullet lists.
- To learn more about formatting with Markdown, see the tutorial. Just click the question mark button:
- 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
- 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:
And that's it! That's everything you need to know about creating a location!
2. How do I add people to a location?
1:55
"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:
- First, select the location on: Menu > Locations
- Once it's open, scroll down and click: Add person
- Once the panel slides out on the right, click each person you want to add.
- Then click: Save
- And finally, now you'll see the people you selected are all added to this location.
To set just one person's location:
- First, select the person on: Menu > People
- Then click: Settings > Location
- Next, select the location you'd like to set for the person.
- Then click: Save
- And finally, the location for the person is now set.
To set a person's location from an org chart:
- First, select your org on: Menu > Orgs
- Then click: Org charts > Location
- Once the panel slides out on the right, you'll see a visual map of everybody grouped by their location.
- On each person, you'll see a "Change location" link. Click the link to change location for an existing person.
- Alternatively, when you scroll to the bottom, you may see the heading: "People with no location"
- If you click the "Set location" link on one of the people, you can select a location for them.
- Now, once it's saved, you'll see that the person's been moved out of the "People with no location" list.
- And finally, the person's been moved under the location you just 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!
3. How do I delete a location?
1:50
"How do I delete or undelete a location?"
If you no longer need a location, you're welcome to just delete it whenever you like.
To delete a location:
- First, select the location on: Menu > Locations
- Then once the location's open, click More, then: Delete
- And then click: Yes ... delete
- Before deleting, if there's still people in this location, you'll be asked to move people out.
- To easily move everyone over to another location, click: See "Move all"
- Then select the location to move everyone over to.
- And then click: Yes ... move all
- Now, the people have all been moved, and the location's now deleted.
- The location's also locked, so it can't be changed anymore.
- And finally, if you change your mind and want the location back again, click Undelete, and it's immediately restored.
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":
- First, click: Menu > Deleted bin
- Next, you'll see a category for every kind of item that can be deleted. Click: Locations
- And then click the location you'd like to undelete.
- Next, click: Undelete
- And finally, the deleted location is immediately restored.

Keep in mind that:
- Whenever you undelete a location, you'll still have to add the people back in again after it's restored.
- 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 you 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!
Login
Can I configure an account before they accept their invite?
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
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 my password?
0:59
"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:
- First, click: Menu > Change password
- Now, type your new password.
- And finally, click: Save new password
To fix your password if it's too short:
- First, if it's too short, you'll see this warning.
- Now type in a password that's at least 8 characters.
- Then click: Save new password
- And finally, once your password change has been successful, you'll now see a confirmation message.

Keep in mind that:
- Your new password must be 8 characters or longer.
- And that 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 change the password for myself or another person?
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 another person:
- 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, Mar 14, 2023.How do I log out?
1:19
"How do I log out of 1st Money?"
When you go to the login screen of 1st Money, you can turn on: Keep me logged in
Turning this on means you won't be asked to log in again for 30 days.
To keep your login active for 30 days:
- First, enter your password.
- Then turn on: Keep me logged in
- And then click: Log in
- And finally, you're now logged in, and won't be asked to log in again for 30 days.

Keep in mind that:
- Even if you close your browser or restart your device, you can still 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 on a different browser or device won't affect this login.
- If you want to end your 30 days session early, you can just log out.
To end your session and log out:
- First, click: Work-time menu > Log out
- You'll now be logged out.
- And finally, you'll be taken back to the login page.
And that's it! That's everything you need to know about logging out of 1st Money!
How do I resend an invite to sign up and 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:
- Look in your "Spam" folder.
- Make sure 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
Updated: Tue, Mar 14, 2023.If all else fails, try sending the invite to a different email.
How do your login sessions work?
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).
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.
Updated: Tue, Mar 14, 2023.