Configure
Looking to tweak parts of your platform? Start here!
27 articles

+4Written by Carly Probert, Tom Moverley-Foster, Alex Wiley and 4 others



Connecting an existing user to an integration
Follow these steps to connect a user that already exists to an integration you have with OneUp.
Written by Margo Neary. Updated over a week ago
How do I change the default date range?
Change the default date range on the Dashboard and Matrix to your preferred time period
Written by Alex Wiley. Updated over a week ago
How to change the month your business year starts
You may run your financial year from April to April, while other may stick to January to December. Follow these steps to switch yours up...
Written by Margo Neary. Updated over a week ago
How do I view revenue in a different currency?
Follow these steps to change your settings and view revenue in different currencies.
Written by Margo Neary. Updated over a week ago
A consultant is leaving and I want to keep their data for reporting

Written by Tom Moverley-Foster. Updated over a week ago
Adding a linked account to an existing user

Written by Julia Richardson. Updated over a week ago