User Guides

Way2B1 Basics

• New to Way2B1?
• My Queue
• Pages - Curated Dashboards
• Sharing & Collaborating
• Comments & Mentions
• Using Way2B1 Help Center

Onboarding & Setup

• Administrative Users
• Adding and removing users on your instance
• Creating Approval Processes
• Inviting 3rd Party Users (Vendors)

Decisions & Approvals

• Getting Started with Decisions
• Managing Approvals
• Accounting
• Using the Decisions Table
• Exporting & Importing Accounting Transactions
• Managing Expense Approvals

Projects & Tasks

• Getting Started with Projects & Tasks
• Using the Tasks Table & List View
• Property Management
• Request for Information (RFI)