Getting started
Choose the right OnlineOffice rollout path
Practical onboarding by business type: what to enable first, and how to prepare invoices, documents, and monthly evidence for the accountant.
Not every team should start the same way
OnlineOffice is intended to work as a monthly evidence workspace, not a one-off generator. The best first step depends on whether you manage invoicing, received documents, bank movements, payroll, or trips.
Choose by scenario
Each path includes a recommended plan, first actions, and proof points to prepare before internal or client rollout.
Freelancer
Fast invoicing with QR payment
Start with company profile, invoice numbering, and PDF output with QR payment. Public PDF tools remain available outside the workspace.
Recommended plan
Free for testing, then Invoice Generator or Standard
Best for
- single company
- lower invoice volume
- fast PDF outputs
Modules
- Invoicing
- QR payments
- PDF tools
- Online archive
First actions
- 1. Create a company profile
- 2. Issue the first test invoice
- 3. Check PDF, QR payment, and due date
What should be ready
- company or VAT identifiers
- IBAN for QR payments
- invoice numbering sequence
Small or medium business
Invoicing, documents, and trips
Connect invoicing, client records, document outputs, and trip logs. Best for companies that need repeatable workflows and exports.
Best for
- multiple users
- monthly reports
- vehicles and expenses
Modules
- Invoicing
- Trip log
- Templates
- Reports
First actions
- 1. Complete company details and logo
- 2. Add vehicles and drivers
- 3. Prepare monthly reports
What should be ready
- active company profiles
- vehicles and drivers
- monthly PDF/XLSX exports
Accounting firm
Clients and monthly evidence
Organize clients, issued invoices, received documents, receipts, bank evidence, and monthly ZIP packages without email chasing.
Recommended plan
Standard or Accountant / Agency
Best for
- multiple clients
- monthly evidence
- accounting exports
Modules
- Monthly package
- Received documents
- Bank matching
- Archive
First actions
- 1. Add a client or company
- 2. Upload first documents
- 3. Download the monthly package
What should be ready
- workspace owner
- client list
- evidence export for a client or period
Payroll or HR firm
Attendance, corrections, and monthly timesheets
Start with people, work schedules, attendance, and timesheet approvals. Smart Presence stays privacy-first by using enter and exit events.
Recommended plan
Team workspace / Android workflow
Best for
- employees
- monthly timesheets
- payroll inputs
Modules
- Attendance
- Timesheets
- Smart Presence
- Corrections
First actions
- 1. Add employees
- 2. Configure workplaces and schedules
- 3. Verify timesheet approval
What should be ready
- work schedules
- timesheet approver
- retention rules for GPS events
Regulated business
Archive, evidence, and document retention
Prepare retention rules, ZIP archives, file restore, and a clear overview of which accounting documents must remain searchable.
Recommended plan
Standard or individual setup
Best for
- long-term archive
- accounting documents
- management oversight
Modules
- Archive
- Document packages
- Retention
- Restore
First actions
- 1. Agree retention rules
- 2. Verify the monthly ZIP
- 3. Check backup restore
What should be ready
- retention rules
- monthly packages
- verified backups and restore
Need a combined scenario?
An accounting firm can start with monthly packages, invoices, and documents, then add trip logs, attendance, or Android workflows by client needs.
