How to filter or search on fields

You can filter or search on all the fields in the system, or by using the top input boxes on the lists or in advance filters. For Date fields: You can use all these

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Wealthings Horizon Road Map

At Wealthings, we treat new features a little bit differently than others. In fact, we are adding new functionalities as soon as they become stable, not waiting for an

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How to manage Accounting Periods

Open the "Accounting Periods" module from the menu In this page, you will be able to view, and manage all the accounting periods of your company. Accounting

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Authentication for REST API requests

API calls are authenticated via Web Tokens. At a high level, authentication works by the add-on exchanging a security context with the application. This context is used to create and validate

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Using Wealthings Horizon for the first time

Welcome in Wealthings Horizon software This software has been created to ease the work of all accountants, managers, companies around the world. Most of the operations are automated and

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How to log into Wealthings Horizon?

In order to log into the system, you will first need 3 informations : 1) Your email address 2) Your password 3) The OTP temporary 6-digits code, called

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How to log out of Wealthings Horizon?

To disconnect from the system, you have two options : Click on the Avatar menu, on the top right of the screen, and select « LOG OUT » Close your browser window

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How to recover my password?

I forgot my password, what can I do? In case you forgot your password, you can follow the procedure described below to recover a new password : In the login page, click on

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How to manage contacts?

What is a contact in the system ? To better understand the way it works, let's use the following statements : All the users in the system are (at least) contacts A

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How to view the contacts ?

What is a contact in the system ? To better understand the way it works, let's use the following statements : A contact can be just a contact, and nothing else A

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How to use the Avatar menu?

What is an avatar ? The avatar is the image that represents your entity on the system. You will see this image on the top right side of your screen everytime you will

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