Welcome to the Octayne PSA support documentation. This resource covers every module of the platform — from signing up to advanced reporting and integrations. Use this page to navigate to the guide you need.
Concise, step-by-step walkthroughs to get you up and running fast.
| # | Guide | What You'll Learn |
|---|---|---|
| 1 | Getting Started | Create your account, access your organization, first-time setup |
| 2 | Clients & Projects | Create clients, set up projects, onboard team members |
| 3 | Time Tracking | Create timesheets, log time entries, use calendar view |
| 4 | Expenses | Submit expenses, attach receipts, track status |
| 5 | Approvals | Review and approve/reject time entries and expenses |
| 6 | Billing & Invoicing | Create invoices, sync with QuickBooks |
| 7 | Project Planner | Plan resources with Gantt and table views |
| 8 | Reporting & Analytics | View dashboards, create exports, track utilization |
| 9 | Team Management | Manage members, set permissions, send invites |
| 10 | Organization Settings | Configure roles, locations, practice areas, teams |
| 11 | Integrations | Connect QuickBooks, Outlook, Jira, Google Calendar, Ramp, AI |
In-depth guides with tips, troubleshooting, FAQs, and edge cases.
| # | Reference | Coverage |
|---|---|---|
| 1 | Account & Authentication | Signup, login, SSO, password recovery, OAuth |
| 2 | Dashboard | Personal dashboard, org-level health, profitability, collections |
| 3 | Clients | Client management, billing info, notes, customer settings |
| 4 | Projects | Project lifecycle, onboarding wizard, templates, settings |
| 5 | Project Planner | Gantt chart, table view, bookings, actuals, billing code budgets |
| 6 | Time Ledger | Timesheets, time entries, calendar view, Ask AI, Note AI, Outlook sync |
| 7 | Expenses | Expense entries, receipt uploads, Ramp integration, categories |
| 8 | Time & Expense Approvals | Review workflows, compliance review, AI review rules |
| 9 | Billing & Invoicing | Invoice creation, collections, matter codes, QuickBooks sync |
| 10 | Utilization | Utilization dashboard, roadmap, professional metrics |
| 11 | Project Dashboards | Project health, collections, profitability, internal dashboards |
| 12 | Reports & Exports | Export types, date ranges, organizational reports |
| 13 | Team Management | Member dashboards, settings, roles, permissions matrix |
| 14 | Organization Settings | General, billing, roles, locations, practice areas, teams, expense categories, notifications, SSO |
| 15 | Integrations | QuickBooks, Microsoft 365, Outlook, Jira, Google Calendar, Ramp, Octayne AI |
| 16 | Pre-Sales & Project Scoping | Scoping sessions, AI-powered workspace |
| 17 | AI Assistant | Context-aware AI, quick actions, note generation |
| 18 | Search & Navigation | Command palette, sidebar navigation, keyboard shortcuts |
If you cannot find what you are looking for in these guides, reach out to our support team at support@octayne.ai. We are always here to help.
Create your account, join your org, and navigate the platform.
