Review your accounts and invite your team

The last stage, Books & team, shows the accounts Spine will post your transactions to and lets you invite the people you work with. When you finish, a screen sums up what you set and points you to your first customer, item and quote.

Who can do this

Only the Owner running setup. You can invite Staff and Field users here; Owner is never offered as a role at invite time.

1. Look over your chart of accounts — Chart of accounts lists the accounts grouped under Assets, Liabilities, Equity, Income and Expenses, each with its code. Rows marked System are the ones Spine needs for its own postings and can’t be renamed.

2. Rename the accounts you care about — Press Rename on any other account, type the new name and press Save. The new name is used everywhere. Press Continue when you’re done; if you changed nothing, the default chart is kept as it is.

3. Invite your team — On Invite your team, enter an Email (e.g. teammate@example.com), choose a Role — Staff or Field — and press Send invite. A line “Invited … as Staff” appears and the invitation email is queued. Repeat for each person.

4. Finish — Press Finish, or Skip — finish setup if you haven’t invited anyone.

While you’re in this stage, the preview turns to “Your books” (each account group and how many accounts it has) and “Your team” (everyone you’ve invited and their role).

The finish screen

“You’re set up” lists what you set — Business, Money, Documents (your first invoice number) and Team (“2 invites sent” or “Just you for now”) — each with a Change link that opens its Settings pane. Under What to do next are three cards: Add your first customer, Add something you sell and Send your first quote. “See what’s left to set up — 6 left” opens the Set up Spine page. Go to dashboard takes you to the dashboard.

Good to know

• Staff see what their Team allows. Field users get the phone app for their jobs and never see your money.
• If an invite can’t be sent — for example the address already has a pending invite — you see “Could not send invite.” with the reason.
• If email isn’t set up on the server yet, the invitation email can’t go out and shows as Failed in the email log. Whoever runs the server sets email up — see Email.

Tip

Rename or add accounts later in Settings › Chart of accounts (Review your chart of accounts). Invite or change people later in Team › Users (Team).