Shobi
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Activity overview
Latest activity by Shobi-
Shobi created an article,
How to: Cancel a Wire Transaction
Follow these simple steps to cancel a bank transaction in Ontop: ✔️ Step 1: Go to the "Invoices" section in the Payments menu. ✔️ Step 2: Click on the "Transaction" tab at the top. ✔️ Step 3: C...
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Shobi created an article,
How To: Download the Past Payment Report
This guide will walk you through downloading an Excel report with detailed information about your past payments on Ontop. What is the Past Payment Report? The Past Payment Report provides a compl...
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Shobi created an article,
How to: Pay Multiple Payment Groups with the Same Transaction
Learn how to pay multiple payment groups at once with our easy step-by-step guide. Whether you're managing invoices or handling different payments, this tutorial will show you how to create paymen...
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Shobi created an article,
How to: Contact Support
In this article, you will find information about our business hours, our support channels, and how to navigate the chatbot. Business Hours: From Monday to Thursday, we offer 24-hour support On F...
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Shobi created an article,
How to: Secure your Account
This article will guide you through securing your account to prevent any unauthorized activity. Please, take the following steps immediately to enhance your account security: ✔️ Step 1: Change yo...
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Shobi created an article,
How to: Review the worker's documents
Check your worker's documents in 3 simple steps: ✔️ Step 1: Go to the "Documents" option in the "Documents" dropdown menu and check if your contractors have already uploaded their documents. ✔️ St...
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Shobi created an article,
How to: Create new users/Grant user permissions
In this article, we'll guide you through inviting new users, setting up teams, and using our notifications feature. Let’s make sure everyone in your organization has the right access to get things ...
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Shobi created an article,
How to: Do Basic Troubleshooting
If you're facing technical issues on our platform, don't worry! Many common problems can be resolved with a few simple steps: 1. Perform a Hard RefreshA hard refresh clears the cache for Ontop's ...
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Shobi created an article,
How to: Download Contracts Reports
This guide will walk you through the process of downloading detailed Excel reports about your contracts. Contracts Report This report includes comprehensive historical data related to the contrac...
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Shobi created an article,
How to: Check Contract Status
In this article, we'll guide you through the process of reviewing the status of your contract. Before we get started, let's familiarize ourselves with the various contract statuses you may encounte...