Things for Work | Support Documentation Table of Contents

Things for Work Support

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Getting Started

  • Important Terms and Definitions
  • What is an Organization?
  • What is a Project?
  • What is a Report?
  • What is a File Request?

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Organizations

  • How to create a new Organization
  • How to invite a new member
  • How to change the Organization's name
  • How to change member access rights
  • How to delete an Organization
  • How to switch Organizations

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Projects

  • How to create a new Project
  • How to invite a new member
  • How to change the Project's name
  • How to change Organization access rights
  • How to delete a Project

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Reports

  • How to request a Report
  • How to approve/reject a request
  • How to view a Report
  • How to download a Report
  • How to delete a Report once uploaded

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File Reqeusts

  • How to submit a File Request
  • How to approve/reject a File Reqeust
  • How to upload documents within a File Request
  • How to view a documents withnin a File Reqeust
  • How to delete a File Request

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Software Connection

  • How to connect your accounting software
  • How to disconnect your accounting software
  • Troubleshooting QuickBooks desktop issues

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Your Account

  • How to recover your password
  • How to change your email address

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