Browse articles for Onvio

Set up Onvio

Update your firm information

Set up multi-factor authentication for your firm

Set up permission groups to control staff access to Onvio

Enter staff information and give staff access to Onvio Centre

Enter client information and give clients access to Onvio Client Centre

Configure notifications

Customise the appearance of Onvio Client Centre

Manage your Onvio account

Set up multi-factor authentication for your login

Change your preferences

Change your email address

Change your password

Update your name

Switch between Onvio Centre and Onvio Client Centre

Offices, staff, clients and contacts

Add offices

Add departments

Add staff levels

Add staff information

Add staff to permission groups

Give staff access to Onvio Centre

View staff availability on the Home dashboard

Add clients

Give clients and contacts access to Onvio Client Centre

Add contacts

Projects

Set up project templates

Import project templates

Set up tracking descriptions

Add a project for a client

View active projects on the Home dashboard

Documents

Onvio Documents overview

Add documents in Onvio Documents

Scan documents into Onvio Documents

Request files to be uploaded

Organise items in Onvio Documents

Download documents

View and edit documents stored in Onvio Documents

Access your documents using the Onvio Documents mobile app

Share folders

Add folder templates

Send file links via email

Time and Billing

Time and expenses

Set up staff rates

Set up service templates

Set up activities

Enter time

Enter expenses

Review time and expense entries

Billing

Bill your clients

Detail billing

Review an invoice

Create a billing statement

Receipts and adjustments

Add bank accounts

Enter receipts

Enter adjustments

Review receipt and adjustment entries

Reports

Firm management reports

Onvio usage reports

Tax

Set up

Setup staff and/or firm as a tax agent

Create a tax return project template

Create new clients

Migrate to Onvio

Importing clients to Onvio Tax from Software Assistant

Rollover depreciation data to Onvio Tax from Software Assistant

Tax preparation

Create a tax return

Rolling over prior year tax return

Import data from the ATO Prefill report (individuals only)

Adding entries on worksheets

Adding fixed asset

Car Travel Expenses

Deductions for the decline in value of depreciating assets

Tax finalisation

Validate a tax return

Resolve validation messages

Print a tax return

Sending tax returns for approval via eSignature

Lodge a tax return

Checking for lodgment status

Retrieval of Notice of Assessment (NOA)

Invoices within Onvio Tax

ATO forms & reports

Client Relationship (CUREL)

Updating client address (CUADDR)

Creating client financial institution (CUFI)

Client update: return not necessary (CURNN)

Requesting Income Tax Client Report (ITCRPT)

Activity statements

Access to Onvio Activity Statements

Activity statements in Onvio

Troubleshoot

System requirements

Supported internet browsers

Delete temporary internet files or cached files

Test your internet connection

Log in to Onvio when your mobile device is not accessible

Generate a temporary login code

Log in to Onvio without mobile connectivity

Contact our Support team

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