Getting Started

Getting Started

OVERVIEW OF GETTING STARTED << (START HERE)

Please complete the following Topics of Getting Started to set-up PATH. To start using Path, we recommend that you complete some items to get acquainted to the software. Click on this link to...

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By PATH by Simplex Support Team

updated 4 months ago

Step 01 - Creating an Account

HOW TO CREATE AN ACCOUNT: This is your first step to tracking and collaborating on Key Business Insights in real-time! Get a better understanding of your overall financial position and ensure sound...

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By PATH by Simplex Support Team

updated 4 months ago

Step 02 - Selecting an Account

We have several plans that might fit your needs. 1. Select Plan - Monthly or Annual (Annual Plans receive a 15% discount which is 2 months for free) 2. Choose Feature Plan - Pro, Expert or...

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By PATH by Simplex Support Team

updated 4 months ago

Step 03 - Connecting your Path Account to QuickBooks Online

HOW TO CONNECT YOUR PATH ACCOUNT TO QUICKBOOKS ONLINE: 1). When you login to your Path account for the first time, you will be prompted to connect your QuickBooks Online account. You will need to...

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By PATH by Simplex Support Team

updated 3 months ago

Step 04 - Complete Your Company Settings Profile

HOW TO COMPLETE YOUR COMPANY PROFILE: 1. Click the ‘SETTINGS’ TAB in the left menu column. 2.  Add Basic Company Details : Fill in basic business fields (name-phone-email-address-website). 3....

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By PATH by Simplex Support Team

updated 4 months ago

Step 05 - Adding Additional Users

HOW TO ADD ADDITIONAL USERS: 1). Click:  ‘SETTINGS’ TAB in the left menu column. 2). Click:  ‘ADD USER’ blue button on far right below basic business info fields. 3).  Enter user details in...

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By PATH by Simplex Support Team

updated 4 months ago

Step 06 - Grant User Access to Features and Data

HOW TO GAIN ACCESS TO FEATURES AND DATA: 1). Click: ‘SETTINGS’ TAB in the left menu column 2). Under ‘Users and User Permissions’ click ‘Show All Users’ (if the user does not appear on the...

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By PATH by Simplex Support Team

updated 4 months ago

Step 07 - Creating User Group Permissions

How to Create Group Permission 1. Click:  ‘SETTINGS’ TAB in the left menu column 2. Beneath ADD USER button locate and click ADD GROUP blue button 3. At top of screen locate Create User Group...

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By PATH by Simplex Support Team

updated 4 months ago

Step 08 - Manage your Billing Subscription

How to Manage Your Subscription 1.  Click: ‘SETTINGS’ TAB in the left menu column. 2. Scroll to the bottom of the page and find ‘PLAN’ and note your current plan. 3. Click ‘CHANGE PLAN’ to...

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By PATH by Simplex Support Team

updated 4 months ago

Step 09 - Add / Delete a Company to Portfolio

Viewing & Adding Additional Portfolio Companies Add additional companies to your account portfolio. You can quickly add additional company files to your individual PATH account. You begin with...

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By PATH by Simplex Support Team

updated 4 months ago

Step 10 - Completing Your User Settings Profile

How to Complete Your User Profile 1.  User settings can be located  - in the upper right corner, the down arrow next to your name. 2. Add an avatar by clicking on the shaded circle area and...

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By PATH by Simplex Support Team

updated 4 months ago

Step 11 - Downloading Mobile App for Path

To download the Mobile App for Google Play > Click here   To download the Mobile App for Apple iTunes > Click here

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By PATH by Simplex Support Team

updated 4 months ago