Bi4 SignUp General flow

Capture basic contact information and the email address to be used for login.

Screenshot 2024-03-17 at 11.26.40 am.png

Completed form

Screenshot 2024-03-17 at 11.27.57 am.png

Validate Email address button sends an email to verify the address, you this dialog

Screenshot 2024-03-17 at 11.28.13 am.png

The sent email is opened  

Screenshot 2024-03-17 at 11.45.23 am.png

Press confirm displays a password entry screen

Screenshot 2024-03-17 at 11.53.47 am.png

On completion you need to login using the name and password and you will taken to seect go connect a company file

Screenshot 2024-03-17 at 12.03.40 pm.png

Xero, Intuit QuickBooks Online and MYOB AccountRight Live connections provide information that prefills the next screen

 

Screenshot 2024-03-17 at 11.32.33 am.png

On completion a sync commences and in the meanwhile displays the Admin screen

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Ask the BI4 Community
Need help using this report or feature?