Create your account & first login
Goal: Get into Paldo BOS for the first time and complete the short setup so your business is ready to use.
The very first time you sign in, Paldo BOS walks you through a quick setup that gets the essentials in place — your language, region, and company details. It only takes a few minutes, and you can refine everything later.
[SCREENSHOT TODO: Paldo BOS login screen]
Before you start
Section titled “Before you start”- Your Paldo BOS web address (the link where you sign in).
- Your email address and a password.
- A few basic details about your business: its name, country, and currency.
1. Open Paldo BOS and sign in
Section titled “1. Open Paldo BOS and sign in”- Open your Paldo BOS web address in your browser.
- Enter your email and password, then select Login.
2. Choose your language
Section titled “2. Choose your language”On your very first login, the setup wizard starts automatically.
- Pick the language you want to use in Paldo BOS.
- Select Next.
3. Set your region
Section titled “3. Set your region”- Choose your Country. This sets sensible defaults for you automatically — things like date format and the starting chart of accounts.
- Confirm your Time Zone and Currency (these are suggested from your country and can be changed).
- Select Next.
4. Confirm your user details
Section titled “4. Confirm your user details”- Check your name and the details shown for your login. This is the account you’ll use to sign in from now on.
- Add a profile photo if you’d like (optional).
- Select Next.
5. Add your company
Section titled “5. Add your company”- Enter your Company Name — your business as you want it to appear on documents like invoices.
- Set a short Abbreviation (a few letters used as a tag on your records). A suggestion is filled in for you.
- Tell Paldo BOS what your company does so it can preselect a suitable starting Chart of Accounts.
- Set your Fiscal Year start and end (your accounting year).
- Select Complete Setup.
Paldo BOS takes a moment to build your workspace.
You’re done when…
Section titled “You’re done when…”You land on your Paldo BOS dashboard, signed in and ready to work. From here you can explore your workspaces and start on your first tasks.