Easy answers for MyTabulon users.
Quick answers with direct links to the right pages.
Fast path
Fast answers
Easy FAQs
What should I do first after creating a business?
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
Why do I see a plan or upgrade message?
The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.
Which records can global search find?
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.
When should I use Leads, Customers, and Clients?
Use Leads for prospects, Customers for lifecycle and activity timeline across leads and clients, and Clients for billing-ready accounts used by invoices and payment history.
How do payment links stay safe?
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Why is payroll not available for my business?
Payroll requires the right workspace access, Nigeria/NGN business setup, payroll-ready employee profiles, Paystack funding, and enough balance for salaries and fees.
What is Business Memory used for?
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.
What is the difference between Maximo AI chat and AI Automations?
Chat is live, conversational work. Automations are proactive monitors, scheduled workflows, approval-gated actions, and background AI jobs that keep running outside a live chat.
How should I organize files?
Use File Manager for active business documents, folders for structure, projects for context, and file notes for meaning. Storage usage counts against the company plan limit.
How do inventory reservations work?
Reserve stock manually or against an invoice or project when availability must be protected. Reservations keep available quantity honest until released or fulfilled.
Where do Google Calendar settings live?
Open Settings, choose Integrations, then connect Google Calendar. From there you can choose calendars, save sync preferences, import, sync, disconnect, or remove imported events.
Can employees access the whole dashboard?
Not by default. Employee Viewer accounts can access profile settings, assigned tasks, and personal notifications until an administrator promotes them to broader team access.
Where do payouts go?
Payouts go to the connected default bank account in Business Settings. Manual and auto payout behavior depends on threshold, fee settings, OTP finalization, and Paystack transfer status.
What should I check when uploads fail?
Check subscription access, file size, storage usage, operation document caps, supported type, and whether the business still has room under its plan allowance.
Keep moving
Go back to the workspace with context.
Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.