Getting started: Your first steps in OmniPATH

Welcome to your bew account!

Congratulations on setting up your OmniPATH account! This guide will walk you through the essential first steps to get your procurement automation up and running.

Accessing your actions Dashboard

Step 1: Open the Actions Drawer

Once you've logged into your account for the first time, locate the OmniPATH icon in the top right corner of your screen. Click on this icon to open your Actions drawer.

Step 2: Navigate to Actions

In the Actions drawer, click on the first icon (the paper plane icon) to access your setup checklist.

Your setup checklist

You'll see a guided setup process with five key steps to complete. Each step is designed to help you configure your account efficiently:

1. Add your organisation details ✓

This is the foundation of your account setup. Here you'll enter:

Company name and registration details
Business address and contact information
Tax and VAT registration numbers
And some further customisation based on your location and business rules

Status: This step should already be completed from your onboarding call.

2. Create a site profile ✓

Sites represent your business locations, offices or operational units. You can:

Add individual sites (offices, branches, stores)
Configure site-specific settings including teams or departments that are found in each site
Group both of the above into an Area, which can reflect a Country, County or even a business line if you have more than one

Note: You'll see "1 Site Added" initially. Click "+" button in the top right if you have multiple locations.

3. Connect your Accounting Solution

Integration with your accounting software ensures seamless financial data flow. OmniPATH supports connections to:

Xero
QuickBooks (coming soon - on demand)
Sage (coming soon - on demand)
Other major accounting platforms

This integration enables:

Automatic invoice syncing
Real-time financial data updates
Simplified reconciliation
Direct GL code mapping

4. Invite users & colleagues

Build your team within OmniPATH by:

Inviting colleagues who will use the platform
Assigning appropriate permission levels
Defining user roles (Team, Accounting, Operations, Site Manager, Director, Admin)
Setting up approval hierarchies

5. Notify your suppliers

The final step connects your supplier network - this is currently in development so will be launching soon.

The Action drawer also provides quick access to key features:

Paper Plane icon: Actions and setup checklist
Shopping Bag icon: Purchase requests and orders
Document Icon: Invoices and purchase documents
List Icon: Items awaiting approval - quick action approvals
Sparkle Icon: Ask LEDGE - ask a question about your data
Chat Icon: Internal messenger - respond to colleagues quickly and easily

Need Assistance?

If you need help with any of these steps, our support team is here to assist you. Each section includes contextual help and you can always reach out to us directly.

Pro Tip: Complete these steps in order for the smoothest onboarding experience. However, you can return to any step at any time to make updates or modifications.

Experience procurement automation that's loved by operations and trusted by finance.