Set Up and Configuration

How to use startup wizard

Introduction This article covers how to use the Startup Wizard to set up your company profile into DashBod. Before you begin To speed up the set-up process, please prepare the following information that is vital for DashBod set-up before you commence your DashBod journey with us: UEN Company Logo Bank Account You may also require […]

How to reset password

Login to DashBod Site 1. Go to 2. Click Login (Red Box) 3. Click on Forget Password? (Red Box) Resetting your password 4. Enter your DashBod user name or your Email (Red Box) 5. Click Submit (Blue Box) Note: You will receive an email shortly from DashBod on how to reset your password.

How to set up expense types

Introduction Every company has a set of expense claims types unique to themselves. Common examples include, medical, food and entertainment, pantry supplies, stationery, subscriptions, transport, mobile or internet, etc. This article guides you on how to set up the various expense types in DashBod. Before you begin Although both are company expenses, there is a […]

OCBC Bank Account Set Up

Introduction A collaboration with OCBC has enabled OCBC Business Banking customers to utilise the OCBC Bank Feed integration in DashBod to view your bank transactions without having to log into your business banking platform. After the OCBC Business Banking Account is successfully linked to Dashbod, DashBod will automatically pull transaction data from OCBC daily and […]

Email DashBod for support
Get in touch