Admin

Sync with Syrve

Nothing changes on its own. Pick a direction per field, then apply. Create and Delete act at once, after you confirm.

New product Name Category Description

New category Name Type Subaccount of Description

Edit categories

Delete this task

New counterparty Name Type Description

Sync recipients with Wise

Wait time distribution

New team member

Full legal name Role description Role type Type Start date Duration Salary Contract status Status Phone Emails Notes

Creates their folder under the HR drive, with Contract and Payslips inside.

Add a user

Person

Seat

New transaction

Date Amount (EUR) Type Direction Category Description

Accountant packages

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New document

Add document by hand

Document number Merchant Type Direction Due date Amount (EUR) Paid outside bank (EUR) Drive file link

The Drive link is the document's identity — a hand-entered document still needs its file on Drive. A credit note is always filed as receivable, whatever you pick.

Attach a document

Split payment

AmountCategoryDocumentNotes

Send to Wise

Workstream / Area / Task

Coming soon...

To do In progress Blocked Done Not doing ★ Major milestone

Unsaved changes

Drag a bar to move its start · drag its right edge to move its due date · click a task name to edit details · a workstream or area row carries ▲▼ for where it reads, ✎ to rename it, and + to add to it.

Review changes before exporting