Choose Your Sign-in Start Page

There are a couple of ways to choose which page you see first when you sign in to FINSYNC.

1. Set your landing page preference

  1. Select the My Account icon profifleicon in the upper right corner.
  2. Select Account Settings.
  3. Select Preferences in the left-hand menu.
  4. Within the Landing Page section, choose your preferred start page.

2. Bookmark your start page

If you have been given access to FINSYNC by the account owner, you may see the Associates View when you first log in, which is where you can record your time and expenses. To switch between the Associates View and the Company View, select the My Account icon profifleicon in the upper right corner, and select the option for the view you want.

You may prefer to start in the Company View when you log into FINSYNC. In this case, simply add a browser bookmark for your desired start page. For example, if you use the Invoices list most often, log into FINSYNC, navigate to the Invoices list, and create a bookmark. When you use this bookmark in the future, you'll be prompted to log into your account (if not already logged in) and then you'll be taken directly to your bookmarked page.

How to create a browser bookmark:

Google Chrome

  1. Select the Bookmark this tab "star" icon in the address bar.
  2. Click Add Bookmark
  3. Optionally change the Name or Folder of the bookmark and select Done.

Safari - Mac

  1. Select Bookmarks from the top menu, then select Add Bookmark.
  2. Choose where to save the bookmark, such as to your Favorites Bar for quick access.
  3. Give your bookmark a name and select Add.

Firefox

  1. Select the Bookmark This Page "star" icon from the address bar.
  2. Optionally change the Name or Folder of the bookmark and select Done.

Microsoft Edge

  1. Press Ctrl+D or click the Add favorite "star" icon on the right side of the address bar.
  2. Optionally change the Name or Folder of the bookmark and select Done.