Where to start - using PlanRight for the first time
Everything about getting you up to speed with using PlanRight for the first time!. This section focuses on getting you up and running, later sections dive deeper into the inner workings of PlanRight!
Welcome to PlanRight, we're glad to have you with us! If it's your first time looking at PlanRight, or you're unsure about what PlanRight prov...
Thu, 14 Nov, 2024 at 9:19 PM
Logging in with Xero In the Login page, you will find the buttons to Login with Xero, Login with PlanRight and Sign up with Xero. If ...
Thu, 14 Nov, 2024 at 9:25 PM
Great! You're ready to get started with your first trial. Follow the below steps to get your first live organisation up and running! NB: make ...
Thu, 14 Nov, 2024 at 9:24 PM
The top bar The new top bar now shows the page title on the left. This shows you which page you are currently in. The organisation name and the...
Thu, 14 Nov, 2024 at 9:25 PM
Picking your sync mode can be difficult. This article aims to take the stress away and make the decision easier. So how do you pick your sync mode? P...
Thu, 14 Nov, 2024 at 9:26 PM
Whether you have chosen to use dummy data, or have started your own trial, you will need to choose a planning display mode. This choice will enable some d...
Thu, 14 Nov, 2024 at 9:27 PM
Under Settings => Billings, click on the Manage Subscriptions button. From this menu you can add or edit the following: ...
Thu, 14 Nov, 2024 at 9:27 PM
1. The data on the sql server is encrypted at rest useing Transparent Data Encryption using AES 256 algorithm; 2. All data in transit is encrypted with...
Thu, 14 Nov, 2024 at 9:28 PM