Getting started

Welcome to PayGo — a guide to getting up and running

PayGo is an all-in-one business system (ERP) designed specifically for Icelandic companies. PayGo brings all the main parts of your business together in one place: sales, accounting, inventory, purchasing, payroll, project management, field service and more. This page walks you through the first steps — logging in, the dashboard and how to find your way around PayGo.

You can always use the search (Ctrl+K) here in the user guide to find instructions quickly. Inside PayGo itself, Ctrl+K opens System search, which finds invoices, orders, products and customers. The help icon (?) in the header opens the training videos and the user guide page for the page you are on.

Login

Open PayGo in your browser and log in with your email address and password. The login page greets you with “Welcome back” and the text “Log in to continue”.

Field	Description	Required
Email	The email address your account is registered with. It must be a valid email address, otherwise “Invalid email address” is shown.	Yes
Password	Your password. Click the eye icon in the field to show or hide the password.	Yes
Remember me	Tick this to keep your login active for longer on this device.	No

Enter your email address and password

Type your email address and password into the fields. If anything is missing, the message “Email is required” or “Password is required” is shown.

Select “Remember me” if you wish

Tick “Remember me” on your own device so you do not have to log in as often. Leave it unticked on shared computers.

Click “Log in”

Press the blue “Log in” button. While you are being logged in, the text changes to “One moment…”. If incorrect details are entered, “Incorrect email or password” is shown.

Forgot your password? Click the “Forgot password?” link below the password field to be sent a reset link. Do not have an account? At the bottom of the page is the “Sign up” link.

Two-factor authentication (2FA/MFA)

If your account has two-factor authentication enabled, the “Two-factor authentication” screen appears after you enter your email address and password. There you enter the 6-digit code from your authenticator app.

Enter the 6-digit code

Type the code from the app into the six boxes. The cursor moves between boxes automatically. You can also paste the whole code at once.

Choose whether to trust the device

Tick “Trust this device for 30 days” to skip the code on this device for the next 30 days.

Confirm

PayGo confirms automatically once all six digits have been entered, or you can press “Confirm”. An incorrect code gives the message “Incorrect code”. Use “← Back” to return to the login page.

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The PayGo login page

Company and setup

If you belong to more than one company, the “Select company” screen appears after login; you can switch company at any time in the header. In a new company an administrator sees the banner “Company setup: X/Y steps completed” at the top of the page. “Continue” opens the “Company setup” guide with the steps Company, Accounting & RSK, Numbering, Payment methods, Bank connection, Electronic invoices, Employee and Overview. Each step can be saved (“Save and continue”) or skipped (“Skip for now”) and finished later.

Dashboard (Overview)

After you log in, the dashboard appears; it is called “Overview” in the menu. It shows the company's main key metrics and gives you quick access to every part of PayGo. What the dashboard contains depends on your role: administrators and users with accounting permission (accounting:read) see the full financial dashboard, while other users (e.g. sales staff) see a simpler sales overview. See the Overview page for details.

At the top of the dashboard is a row of quick links (Sales board, Leads, Sales invoices, Sales orders, Quotes, Deliveries, Products, Purchasing, Helpdesk, Task board, Work orders and Schedule). You only see quick links to what you have access to in the sidebar. Below them the Financial overview is built from fixed rows (you cannot drag cards around or resize them).

Section	What it shows
Key figures	Revenue, Expenses, Result (with margin) and Cash and cash equivalents, each compared with the same period last year. Cash is only shown to users with access to bank accounts.
Revenue and expenses trend	A chart of the last 12 months.
Needs attention	Overdue invoices, unpaid bank claims, expenses awaiting approval, unreconciled bank transactions, VAT final due date, uninvoiced orders and unapplied prepayments — rows only appear when relevant and permitted.
Outstanding receivables and Owed to suppliers	Open balances including VAT, what is overdue and aging.
VAT	VAT position for the current and previous period with the final due date.
Overdue invoices	A list of overdue sales invoices, oldest final due dates first.
Largest expense accounts	The expense accounts that took the most in the period.
Bank accounts and credit cards	Current balances (administrators only). The backend syncs balances from the bank regularly; click the refresh icon to fetch the latest balances and the gear icon to choose which accounts and cards are shown.
Payroll cost	Payroll cost for the last 12 months (only with payroll:read and when payroll data exists).

Select a period

At the top of the page you can choose This month, 3 months, Year to date (default), 12 months or Custom. Your choice is remembered and the figures are compared with the same period last year.

Check what needs attention

In the “Needs attention” card you can open the relevant list directly, e.g. overdue invoices or unreconciled bank transactions.

The Financial overview refreshes automatically every few minutes and when you return to the window after a break. “Updated at …” at the top shows when the data was last fetched, and you can refresh it manually.

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The dashboard shows the company's main figures

Top bar (header)

At the top of every page is a header with actions that are always within reach. There you will find search (System search), the company selector, messages, notifications, quick create, the help icon, the time clock, the calculator and the user menu.

Action	Description
Search everything…	The System search box (`Ctrl+K`): finds invoices, orders, quotes, products, customers and suppliers in one place.
Select company	A dropdown/badge showing the name of the company you are working in. If you have access to more than one company, you can switch between them here. The badge shows your role: “Administrator” or “User”.
Messages	An icon for internal messages between users.
Unpaid claims	An indicator showing the number of unpaid invoices in the bank (administrators and bookkeepers only).
Notifications	A bell icon showing PayGo notifications. A red number shows how many are unread.
New (+)	A blue plus button for quick creation: Invoice, Order, Quote (these three open the Sales board) or Product number. You only see what you have access to. (Hidden on very narrow screens.)
Help (?)	A help icon. If the page you are on has training videos, the “Help on this page” drawer opens with the videos and a link to the user guide page; otherwise the page's user guide page opens in a new tab.
Time clock	A clock icon that clocks you in and out of a shift (a green counter while you are clocked in). Only shown if you are linked to an employee.
Calculator	A calculator icon that opens a floating calculator that can be pinned and dragged around. Supports the keyboard.
User	Your name and profile picture. Opens the user menu (see below).

Switch company

Click the company selector at the top and choose another company. You get the confirmation “Company selected - data is updating”. PayGo reloads and keeps you on the same page if the new company has access to it, otherwise it goes to the nearest menu item or Overview.

When you switch company, PayGo reloads. If you are on a single record (e.g. an invoice) of the previous company, the list it belongs to (e.g. Sales invoices) opens instead. This is normal — it prevents the “not found” error.

Sidebar

On the left of the screen is the sidebar, which gives access to every part of PayGo. At the top are the company name and “Overview”. Submenus open when you click a group; the groups are arranged by workflow. You can collapse the menu with the fold/unfold button to get more space.

Top-level category	Main subpages
Overview	The company dashboard (the home page).
Sales	Sales board, Leads, Customers, Quotes, Sales orders, Sales invoices, Subscriptions, Contracts, Sales statistics, Sales reports.
Collections	Payments, Bank claims, Credit balances.
Fulfilment	Pending deliveries, Delivery notes, Shipments.
Products & stock	Products, Product categories, Labels, Stock movements, Stock counts, Write-offs, Serial numbers, Lot numbers, Stock reports.
Pricing	Price changes, Discount runs, Fixed prices, Discounts, Discount codes.
Purchasing & expenses	Purchase requisitions, Purchase orders, Goods receipts, Related purchases, Suppliers, Expense entry, Incoming emails, Unpaid claims.
Accounting	Journal, Journal entries, Movements, Chart of accounts, Reconciliations, Card settlements, Currency revaluation, Loans, Fixed asset register, Trial balance, Financial reports, Budgets, Annual financial statements, Tax return, Opening balances, VAT, Customs declarations (and AI audit when the extension is active).
People	Time clock, Staff hours, Employees & access, Subordinates' absences, Absence calendar.
Payroll	Payroll overview, Payroll runs, Payroll employees, Time entry, Absences, Payroll payments, Payroll reports, Wage statements.
Work & service	Task board, Work orders, Schedule, Work order reports, Helpdesk, Helpdesk statistics.
Settings	Settings overview and the sections Company, Sales, Collections & banking, Purchasing & expenses, Accounting, Products & stock, Payroll, Work & service, Online store, My pages and Data & connections.

The sidebar adapts to the user's permissions and role — you only see the parts you have access to. Some items (e.g. Settings, Discounts, Expense entry) are only visible to administrators or bookkeepers, and sections in Settings only show if you have an item within them. If the company uses extensions, they appear at the bottom under “EXTENSIONS”. A full map of every item and how they connect is on the System overview page.

User menu

When you click your name in the top right, the user menu opens with personal actions and logout.

Option	Description
System manual	The green button at the top of the menu. Opens this user guide in a new tab.
My details	Your profile page — personal details, password, two-factor authentication and your own settings.
Time off and leave	An overview of your own time off, holiday and absences.
My warehouse	Shown if you have a salesperson warehouse — opens the stock linked to you.
Help & support	A page with Support's contact details (email, phone and opening hours), a form for submitting a support request (with category, priority and attachments) and answers to frequently asked questions. Once the request has been sent, a confirmation with its number stays on the page, along with a “Send another request” button.
Language	Switches the interface language between Icelandic and English. The setting is saved on your user.
Light/Dark theme	Switches between the light and dark theme. A confirmation is shown when you switch.
Log out	Logs you out of PayGo and returns you to the login page.

Under “My details” you can choose whether the quick links menu appears when the cursor moves over the header (on pages other than Overview), and select and arrange the quick links as you like.

Overview (Dashboard)