Setup Checklist
Your personal ToDo list guides you through setting up Rebased. Complete tasks at your own pace — skip any and return later.
Overview
When you create a new business in Rebased, setup tasks are automatically added to the Getting Started list at the top of the ToDo sidebar. This helps you:
- Configure your accounting correctly
- Set up business details and branding
- Connect bank accounts
- Create your first invoice
Key principle: Only the “Choose Your Path” task is required. Everything else is optional and can be completed later.
How the Checklist Works
ToDo List Integration
Setup tasks appear in Getting Started (not mixed into Inbox):
- Click any task to read the full guide; use Expand for a wide view alongside the rest of the dashboard
- Mark complete when done
- Some tasks auto-complete when you take action
- Add your own tasks to Inbox, Today, custom lists, or folders — and share lists with your team when you need to collaborate
Non-Blocking Design
- Work on tasks in any order
- Skip tasks and return later
- Use Rebased immediately after accounting setup
- No forced wizards or mandatory sequences
Rich Guidance
Each task includes:
- Step-by-step instructions
- Links to relevant settings pages
- Explanations of why the step matters
- Tips for completion
The Tasks
1. Welcome to Rebased (Click to Open)
Required: No
Purpose: Introduction to the setup process and the ToDo UI
Introduces Getting Started, the Expand view, folders and sharing, and where to find notifications and Messages on the dashboard. This is a getting-started message rather than an action item.
Content:
- How tasks open in the detail panel and how Expand works
- Lists, folders, and sharing (including Shared with me)
- Dashboard widgets: task due counts, notifications, team messages
- That you can skip tasks, use the app immediately, and what’s next (choosing your path)
2. Choose Your Accounting Setup Path
Required: Yes (due today)
Action: Go to Accounting Settings
Purpose: Foundation for all accounting functions
The most important setup step. Choose between:
Path A — Fresh Start:
- Apply a template (around 90 accounts)
- Instant setup
- Best for new businesses
Path B — Migration:
- Import from Xero, MYOB, or QuickBooks
- Bring your chart of accounts and balances
- Best for existing system users
See:
3. Fresh Start — Apply Account Template
Required: No (skip if migrating)
Action: Go to Chart of Accounts
Purpose: Complete Fresh Start setup
For users who chose Path A (Fresh Start).
Steps:
- Go to Settings → Accounting → Chart of Accounts
- Click “Apply AU Template”
- Around 90 accounts created instantly
- System accounts auto-detect
Then optionally:
- Review Linked Accounts
- Set Opening Balances (if not starting from zero)
See: Fresh Start Setup
4. Migration — Import from Xero / MYOB
Required: No (skip if fresh start)
Action: Go to Migration Tab
Purpose: Complete migration setup
For users who chose Path B (Migration).
Steps:
- Set conversion date
- Upload Trial Balance
- Confirm Linked Accounts
- Import Invoices (optional)
- Import Bills (optional)
See: Migration from Other Systems
5. Customize Branding
Required: No
Action: Go to Business Settings
Purpose: Personalise your business appearance
Set up how your business appears on invoices, quotes, and emails.
Settings:
- Business logo
- Colour scheme
- Invoice and quote templates
- Email signatures
- Default terms and conditions
See: Business Settings
6. Review Payment Terms
Required: No
Action: Go to Business Settings
Purpose: Set default payment expectations
Configure when customers should pay you.
Options:
- Due on receipt
- Net 7, 14, 30 days
- Custom terms
- Early payment discounts
- Late payment fees
These apply by default to new invoices but can be changed per invoice.
See: Payment Terms
7. Setup Payment Processing
Required: No
Action: Go to Payments Settings
Purpose: Accept online payments
Enable customers to pay invoices online via credit card or bank transfer.
Features:
- Stripe integration
- PayPal (optional)
- Direct debit (AU)
- Automatic payment reconciliation
Requires business verification and may involve fees.
See: Payment Processing
8. Connect Bank Account
Required: No
Action: Go to Bank
Purpose: Import transactions and reconcile
Connect your bank to import transactions automatically or upload statements.
Options:
- Live bank feed (if available for your bank)
- PDF statement upload
- Manual account creation
See:
9. Add First Client
Required: No
Action: Go to Clients → New
Purpose: Start your customer list
Create your first customer record.
Information:
- Business name
- Contact details
- Billing address
- Payment terms (can override default)
- Tax settings
See: Clients
10. Create First Invoice
Required: No
Action: Go to Invoices → New
Purpose: Send your first invoice
Create and send an invoice to a client.
Process:
- Select client
- Add line items
- Set due date
- Review and send
- Track payment status
See: Invoices
11. Get the Mobile App
Required: No
Action: Go to App Settings
Purpose: Access Rebased on the go
Download the Rebased mobile app for iOS or Android.
Features:
- Create invoices on the go
- Track expenses
- View dashboard
- Receive notifications
See: Mobile App
Task Priority
High Priority (Do First)
- Choose Your Path — Required before anything else works properly
- Complete Your Path — Fresh Start template OR Migration import
Medium Priority (Do Soon)
- Connect Bank — For accurate financial tracking
- Add Clients — To start creating invoices
- Create First Invoice — To begin using Rebased for business
Low Priority (Do When Convenient)
- Branding — Nice to have but not essential
- Payment Terms — Can use defaults
- Payment Processing — Only if taking online payments
- Mobile App — Convenience feature
Task Lifecycle
Seeding
Tasks are automatically added when you create a business. The seeding happens via setup.py during business creation.
Completion
Manual completion:
- Click task to open
- Read the guide
- Click “Mark Complete”
Auto-completion:
- Some tasks complete when you take the action
- Example: Creating first invoice auto-completes that task
Skipping
- Click “Skip” on any optional task
- Skipped tasks can be revisited later
- No penalty for skipping
Using Rebased Before Setup Complete
You can use many features before finishing all tasks:
Available immediately after accounting setup:
- Create and send invoices
- Add clients and suppliers
- Generate quotes
- View reports
- Record bills
Requires additional setup:
- Bank reconciliation (needs bank connection)
- Online payments (needs payment processor)
- Payroll (needs team and payroll settings)
AU-Specific Tasks
GST Registration
If you’re registering for GST:
- Complete accounting setup first
- Tax codes auto-configure
- GST reporting available immediately
- BAS preparation reports ready
Payroll Setup (Additional)
If you have employees:
- Add team members
- Configure payroll settings
- Set up PAYG and superannuation
- Connect payroll bank account
Payroll tasks appear when you enable the payroll module.
Troubleshooting
Task won’t complete
Issue: Clicked “Mark Complete” but task still shows
Solution:
- Refresh the page
- Some tasks auto-complete instead
- Check if there are sub-tasks to complete
Missing tasks
Issue: Expected tasks not in ToDo list
Causes:
- Tasks may already be complete
- Some tasks are path-specific (Fresh Start vs Migration)
- Tasks appear based on feature availability
Can’t click task action
Issue: “Go to…” button doesn’t work
Solution:
- Check you’re logged in correctly
- Verify business context is selected
- Navigate manually to the page
Want to restart setup
Issue: Made mistakes and want to start over
Solution:
- Most settings can be corrected individually
- Contact support for bulk changes
- Some data cannot be easily reset (accounts, transactions)
Best Practices
Complete accounting setup first
Everything depends on your Chart of Accounts. Finish Path A or Path B before other tasks.
Don’t rush bank connection
Bank setup can wait until you’re comfortable with Rebased. Manual entry works fine initially.
Use defaults when unsure
Default settings work well for most businesses. Customise later as you learn what you need.
Ask for help
- Intelligence Assistant available anytime
- Support team for complex issues
- Documentation for self-service
Related Pages
- Getting Started — Onboarding overview
- Fresh Start Setup — Template setup path
- Migration from Other Systems — Import path
- Opening Balances — Setting starting balances
- Dashboard — Where tasks appear
- ToDo List — Managing your tasks
Last updated: February 24, 2026