Documentation
Guides, tutorials, and reference docs for everything in Oris Work.
Get your workspace set up in under 10 minutes
Get your Oris Work workspace set up in under 10 minutes.
Read guide →Add colleagues to your workspace and control what they can see and do.
Read guide →The short list of things to set up on day one, and where each one lives.
Read guide →What Admin, Manager, Operator, Member and Viewer can each do, and how to change someone’s role.
Read guide →Build your own permission sets with Read, Write and Delete per module and assign them to team members.
Read guide →Use one login for several firms or workspaces and switch between them from the top bar.
Read guide →How long you stay signed in, how silent renewal works, and how to sign out.
Read guide →Create a client record by hand, and what happens when Oris Work thinks it already exists.
Read guide →Bring a client list from a spreadsheet into Oris Work, with a duplicate check and a list of skipped rows.
Read guide →Find likely duplicate contacts and clients, and merge them into one record without losing history.
Read guide →Bundle related entities such as a family or group companies to see combined dues and share one portal login.
Read guide →See which services you run for a client (payroll, books, tax, audit, filings) and switch them on.
Read guide →Stop automated reminders for one client, or for a single invoice, while you sort things out.
Read guide →Create, send, and track GST-compliant invoices.
Read guide →Record offline payments, track outstanding balances, and send receipts.
Read guide →Choose between 'days after the invoice date' and 'last day of the month' for each client.
Read guide →Send quotes, follow them up automatically, and why they never expire on their own.
Read guide →Share a link so a client can open an invoice and pay online without signing in, and see whether they looked.
Read guide →How automatic payment reminders escalate, how to pause them and how to record a promise to pay.
Read guide →Bill a client on a schedule, either with a simple template or a retainer that also schedules the work.
Read guide →Record what vendors bill you, track input tax credit and mark bills paid.
Read guide →Generate a GST e-way bill from an invoice, add the vehicle number later and cancel if needed.
Read guide →How GST is split into CGST and SGST or IGST, and the settings that drive it.
Read guide →Manage service engagements from proposal to delivery and sign-off.
Read guide →Give clients a secure self-service portal to view documents, approve work, and pay invoices.
Read guide →Create tasks, assign them to your team, track them as a list or board, and log time against them.
Read guide →Log hours in a weekly grid, submit the week for approval, and understand why approved weeks are locked.
Read guide →Compare budgeted hours with hours actually logged on each engagement, and get alerted before you overrun.
Read guide →Record income-tax, GST, TDS and ROC notices, track reply and hearing deadlines, and open reply work.
Read guide →Track recurring statutory deadlines across all clients, mark them filed, and open engagements from them.
Read guide →Send clients a checklist of documents to upload, review what they send, and track what is still missing.
Read guide →How an engagement moves from partner approval to client approval to being marked filed, and what the SIGNOFF_REQUIRED conflict means.
Read guide →Connect your firm's WhatsApp number and use the shared WhatsApp inbox to talk to clients and leads.
Read guide →Pair a phone number with Oris Work by scanning a QR code from the WhatsApp app.
Read guide →What the "WhatsApp is disconnected" banner means and how to re-link a line that WhatsApp logged out.
Read guide →Match unlinked WhatsApp conversations to contacts and leads by phone number in one step.
Read guide →Send email from your own address, connect Google or Microsoft mail and calendar, and triage incoming mail in the Inbox.
Read guide →Message teammates directly, create group channels, and organise channels into teams.
Read guide →Keep discussions tidy with threads, tag people with @mentions, react to messages and track what is unread.
Read guide →Attach files, search message history, pin important messages and save messages for yourself.
Read guide →Hire an AI bot persona and give it instructions in a one-to-one chat conversation.
Read guide →Talk to clients through the client portal from Chat → Clients, and what clients can and cannot see.
Read guide →Hand new leads to an owner automatically, set a response deadline, and get alerted when a lead is left waiting.
Read guide →Build saved, rule-based audiences from contact fields and activity history.
Read guide →Write an email campaign, choose exactly who gets it, send yourself a test, send or schedule it, and read the results.
Read guide →Run your firm payroll, and your clients payroll, in PeopleOS without leaving Oris Work.
Read guide →Keep your own books and each client books in ThynkBooks, opened inside Oris Work.
Read guide →Prepare and track client returns in ThynkTax, opened inside Oris Work.
Read guide →Start and run audit engagements for clients in ThynkAudit, opened inside Oris Work.
Read guide →Prepare financial statements and ROC filings for company and LLP clients in ThynkFile.
Read guide →What Oris Work stores encrypted, how PAN is protected, and what never leaves in an export.
Read guide →How consent is captured for e-signing and marketing, and how sensitive-data access is recorded.
Read guide →A plain-language overview of how one firm’s data is kept apart from another’s.
Read guide →Download your clients, deals and activities as CSV, or a full JSON archive, from Settings.
Read guide →Why you see a rate-limit message, how long to wait, and how to avoid it.
Read guide →Why a password-reset link stops working and how to get a fresh one.
Read guide →Why you were asked to sign in again and how to avoid it.
Read guide →A checklist for when client WhatsApp messages stop appearing in your inbox.
Read guide →Why some earlier review-request links failed, what is fixed, and what to do if a client still reports a problem.
Read guide →What the duplicate warning means when creating a client or contact, and when to click Create anyway.
Read guide →How to open your portal from the link your firm sent, or sign in with your email and password.
Read guide →Create your portal password the first time you open a link from your firm, or change it later.
Read guide →Send secure messages and files to your account team from the portal.
Read guide →View an invoice and pay it securely from your portal or from a payment link.
Read guide →Review and sign engagement letters, proposals and contracts from your phone or computer.
Read guide →Rate your experience with your firm in one tap and, if you wish, share private feedback.
Read guide →Our support team is available via live chat and email.