Getting Started

Sign in, find your way around, and understand companies and branches.

12 lessons available · 1 more on the way

Overview

The home screen shows the apps installed for your company and what needs your attention. Every app has a dark menu bar across the top, and every list and record works the same way - so once you know one screen you know them all.

New to SiaOne? Watch the full tour first, then come back here for the basics.

Feature	Where	What it is
Home screen	Click the SiaOne logo	One tile for every app, plus overdue invoices, payments due and your tasks.
Company and branch	Top left	The company and branch you work in. New records are saved there.
Search anything	Home screen, top bar	Finds customers, vendors, bills, payments and orders - or jumps to a list or Create Customer.
Lists	Any list	Search box with Filters, Group By and Saved Searches, column picker and Export.
Record page	Click any row	Status bar, next-step buttons, smart buttons and the actions menu (...).
Attachments, Activities, Logs	Right side of a record	Files, follow-ups and the history of the record.
Your account	Top right, your name	Change password and Log out.
Theme	Top bar, sun / moon button	Switches between the light and the dark theme.

Tasks in Getting Started

First steps

Sign in to SiaOne Open your company's SiaOne address, sign in with your email and password, and find where to log out. 4 steps1:16 video Find your way around The home screen, the app menu bar, breadcrumbs, lists and record pages - the five things every SiaOne screen is built from. 6 steps1:14 video Switch company and branch Choose which company and branch you are working in, and understand which company a new document is saved to. 4 steps1:14 video Search anything from the top bar Find a customer, vendor, invoice, bill, product or payment in seconds, or jump straight to a list or a new record. 4 steps1:33 video

Lists and records

Work with lists - search, filters, group by and saved searches Find records quickly on any list - type to search, filter, group, and save a view you use often. 6 steps1:12 video Choose columns, sort and export a list to Excel Show only the columns you need, sort the list, and download exactly what you see as an Excel file. 4 steps1:05 video Read a record page: status bar, smart buttons and actions menu How every document and record is laid out - the status bar, the next-step buttons, smart buttons, the actions menu and the side panels. 6 steps1:15 video Attach files to a record Keep the signed copy, a receipt or a supplier invoice on the record it belongs to, so anyone can find it later. 4 steps0:51 video Schedule an activity and follow up Plan a call, to-do, email, meeting or document request on a record, and tick it off when it is done. 6 steps0:58 video Add a note and read the history of a record See who did what and when on any record, and leave an internal note for your team. 4 steps0:54 video

Your account

Change your password Choose a password only you know - from the menu under your name. 5 steps1:28 video Switch between light and dark theme One click in the top bar changes how SiaOne looks - a dark screen is easier on the eyes in the evening. 3 steps0:47 video

Coming soon

These lessons are being written and recorded.

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