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Knowledge Base, Product Roadmap and Releases
Getting Started
12 articles
OVERVIEW OF GETTING STARTED << (START HERE)
Step 01 - Creating an Account
Step 02 - Selecting an Account
Step 03 - Connecting your Path Account to...
Step 04 - Complete Your Company Settings Profile
Step 05 - Adding Additional Users
Step 06 - Grant User Access to Features and Data
Step 07 - Creating User Group Permissions
Step 08 - Manage your Billing Subscription
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Bridge
2 articles
BRIDGE OVERVIEW
- How to Create a Broadcast message
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Timeline
5 articles
TIMELINE OVERVIEW
- How to Create a Post to the Timeline
- How to Remove / Delete a Post
- How to Add a Milestone to an existing Post
- How to Add, Edit, or Remove a Comment
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Frequently Asked Questions (FAQs)
6 articles
- How to Reset Your Password
- Know More & Grow More
- How is My Data Secured?
- Who Can See My Data?
- Why "Share" Data/Info With Employees?
- Are There Plans For Advisors, CPA's, & Other...
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To-Do List
3 articles
TO-DO LIST OVERVIEW
- Create a Task on the To-Do List
- How to Edit / Remove a Task on To-Do List
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Milestones
3 articles
MILESTONES OVERVIEW
- Create a Milestone
- Edit / Remove Milestones
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Click to Submit Support Ticket
1 article
- Support Ticket Submission
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New Product Release
1 article
- Click to Review New Product Updates and Releases
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Bookmarks
6 articles
BOOKMARK OVERVIEW
- How to Create a Bookmark to Post and Create...
- How to Remove / Delete Bookmarks
- How to Remove and Edit a Bookmark Category
- How to Rearrange Bookmarks
- How to Share / Grant Permission
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Development Roadmap
2 articles
- Access Development Roadmap
- Add a New Feature Requests
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Impact Center
1 article
IMPACT CENTER OVERVIEW
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Mobile App
1 article
Step 11 - Downloading Mobile App for Path
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Industry Comparison
2 articles
INDUSTRY COMPARISON OVERVIEW
- How to Find / Share Industry Comparisons
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User Settings
2 articles
- Setting up / Editing Your User Settings Profile
- Editing Notification Settings
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Business Snapshot
1 article
BUSINESS SNAPSHOT OVERVIEW
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Company Settings
6 articles
- Complete Your Company Settings Profile
- Add a User to Path by Simplex
- Adding a User to a Group
- Add Data Connections Sync to QuickBooks Online
- Editing QuickBooks Online Field Mapping
- Selecting Account Plan
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Data Mash
3 articles
DATA MASH OVERVIEW
- How to Create a Calculation
- Saved Calculations
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Library of Financial Calculations
32 articles
- Days Cash on Hand
- EBITDA
- Debt to Equity Ratio
- Profits First Calculation
- Accounts Payable Days (AP Days)
- Accounts Receivable Days (AR Days)
- Mis-Matched Financing
CASH LEAK OVERVIEW MAP
Leak 1: Potential Sales
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