MyTabulonBusiness guide
Dashboard
Complete product guide

Troubleshooting guide

When something feels stuck, start with the workflow area and the dependency most likely to be missing: plan, company access, role, provider setup, currency, storage, or record ownership.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Help

Common Issues & What To Check

When something feels stuck, start with the workflow area and the dependency most likely to be missing: plan, company access, role, provider setup, currency, storage, or record ownership.

  • A 401 means the session needs login again; a 403 usually means the role or company access is not allowed.
  • A 402 means a plan, paid tier, or plan cap is blocking the action.
  • If records do not appear, confirm the selected company, active subscription, search query, and ownership filters.
  • If checkout fails, confirm Paystack, Dodo Payments, email, and backend payment environment variables are configured.
  • If payroll is unavailable, confirm the business is in Nigeria, uses NGN, has employees with payroll profiles, and has enough payroll balance.
  • If Google Calendar, WhatsApp, Telegram, or notifications do not work, confirm the integration is connected and backend credentials are configured.
  • If upload fails, check file size, file type, plan storage, active subscription, and operation document caps.
  • If Maximo cannot use a file or model, check plan attachment limits, AI model access, token usage, and file size.
Plan and limitsSettingsAsk MaximoFAQs

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.

Business settingsPlan & Billing
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.

Plan & BillingCompare plans
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.

Search guide
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.

InvoicesSecurity guide
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.

PayrollBusiness currency
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.

Business MemoryMaximo AI
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.

File ManagerStorage limit

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.

Open Dashboard