Getting started
Choose the right OnlineOffice rollout path
Practical onboarding by business type: what to enable first, which modules fit each plan, and what controls to prepare before production use.
Not every team should start the same way
OnlineOffice is intended to work as operational infrastructure, not a one-off generator. The best first step depends on whether you manage invoicing, client work, payroll, trips, or internal controls.
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
Client work with controls
Organize clients, documents, approvals, locked periods, and audit trail. The goal is less ad hoc communication and more standardized process.
Recommended plan
AI Pro or Enterprise + Control Center
Best for
- multiple clients
- internal controls
- approval of risky changes
Modules
- Control Center
- Audit trail
- Approvals
- Archive
First actions
- 1. Assign team roles
- 2. Enable approvals for risky actions
- 3. Configure locked periods
What should be ready
- workspace owner
- approval rules
- 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
Enterprise
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
Internal controls, evidence, and retention
Prepare process maps, approval matrices, audit exports, and retention rules. Accounting documents are not deleted automatically.
Recommended plan
Enterprise
Best for
- auditable workflows
- long-term archive
- management oversight
Modules
- Enterprise
- Processes
- Evidence
- Retention
First actions
- 1. Define process owners
- 2. Configure evidence documents
- 3. Review retention dashboard
What should be ready
- approval matrix
- process templates
- retention and legal hold
Need a combined scenario?
An accounting firm can start with invoicing and documents, then add Control Center, attendance, or trip logs by client needs. The rollout is modular and can expand without changing the data foundation.
