Organization Admin
Configure the workspace and run every operating module, control, integration, and business lifecycle.
Choose a guide
Each guide states what you need, what to do, and where responsibility remains with your organization.
Choose the correct workspace, complete the legal organization record, secure administrator accounts, and verify launch readiness.
12 min readCreate employee records, invite people to the platform, assign stable roles, and test least-privilege access.
14 min readChoose an organization-owned provider, obtain the minimum credentials, configure callbacks or webhooks, test, and rotate safely.
18 min readPrepare Corppass authority and connect ACRA, IRAS, CPF EZPay, and GovTech APEX without confusing agency approval with platform configuration.
22 min readKnow which module owns each kind of work, where records begin, and where completion must be verified.
14 min readTurn signals into assigned work, move tasks through a consistent lifecycle, and decide sensitive proposals with evidence.
16 min readConnect approved email accounts, triage conversations, compose safely, and recover from sync or authorization failures.
17 min readConnect supported channels, assign social tickets, reply with context, and close or reopen conversations consistently.
15 min readDesign a durable folder structure, upload and find source files, manage versions, and preserve evidence used by Finance and HR.
16 min readFollow a bank statement, invoice, bill, receipt, or tax document through intake, review, approval, posting, and traceability.
22 min readKnow when to use Contacts, Sales Invoices, Purchases, Chart of Accounts, Cash Accounts, Reconciliation, Reports, filings, and Close.
24 min readComplete organization identity, entity accounting policy, tax setup, chart of accounts, cash accounts, and control ownership before live imports.
18 min readRun document intake, review exceptions, post with evidence, reconcile cash, correct safely, and prepare GST and close outputs.
24 min readSet employment policy, reference data, documents, required employee fields, and permissions before payroll or self-service goes live.
20 min readValidate payroll inputs, separate preparation and approval, publish payslips, post to Finance, and complete CPF and AIS obligations.
24 min readUse the compliance calendar, corporate secretarial records, approval queue, and audit trail without treating software reminders as legal advice.
16 min readIncorporate on Bizfile, set up Corppass, get your CPF Submission Number, decide on GST registration, and connect everything to one workspace — no intermediary required.
24 min readGenerate F5 workpapers from posted ledger data, clear exceptions, validate the filing draft, submit through myTax Portal or the connected IRAS API, and pay by GIRO.
20 min readPrepare the year-of-assessment computation from the ledger, check Form C-S eligibility, file ECI within 3 months of year end and the return by 30 November.
22 min readGenerate the statutory financial statement pack, run the AGM or written resolutions from Corporate Secretarial, and file the annual return with XBRL on Bizfile.
22 min readPrepare the IR8A dataset from approved payroll, validate with IRAS, and submit through the connected API by 1 March — with the myTax Portal Excel as fallback.
18 min readRecord work-pass and levy classifications on the employee record, reconcile the monthly MOM levy, and file IR21 tax clearance before a foreign employee leaves.
18 min readRecognize payments to non-residents that trigger withholding at source, let the bill flow flag them, and file and pay IRAS by the 15th of the second month.
14 min readMove a person from onboarding through active employment, scheduling, attendance, exceptions, and offboarding with an intact record.
23 min readConnect Shopify, maintain catalog and content, process orders and shipping, and reconcile payouts without confusing provider state with platform state.
24 min readQualify an enquiry, build the brief and quote, plan delivery, coordinate vendors, run the event, and close with analysis.
22 min readCreate a registration site, configure tickets and capacity, publish safely, and manage reminders, waitlist, passes, and check-in.
20 min readDefine appointment types and resources, create bookings, manage delays and extensions, and run check-in through service completion.
20 min readChoose the right editor, create a saved file, review content and destinations, publish deliberately, and preserve versions.
17 min readUse consistent meanings for draft, submitted, returned, approved, posted, paid, reconciled, filed, published, fulfilled, and archived.
15 min read