What's the first thing I should do when I log into Loaded?
After logging in at loadedhub.com, you'll land on your Dashboard — a real-time view of today's trading, synced as soon as the page refreshes. From there, Reports gives you the detailed breakdown (Revenue, Staff, Products, Reconciliation, Fraud & Discounting, Multisite) if you need more than the daily snapshot.
What does Loaded integrate with?
Your POS system for real-time sales data, your payroll system for timeclock exports, and Xero for invoices, credits and statements.
How long does it take for Loaded to set up my stock items?
Loaded builds your initial stock item list from 6–8 weeks of your historical supplier invoices, so you're not starting from zero. Once you upload new invoices going forward, they're typically processed into your account within 24–48 hours.
How do I get my supplier invoices into Loaded automatically?
Every account gets a unique email address — pass it on to your suppliers (or ask them to CC it) and their invoices land straight in your Loaded account.
Do I need to remove credit notes before uploading invoices for setup?
Not essential, but preferred. Credit notes often contain items sent by mistake, which can muddy your initial stock item list — if they're included, we can filter them out.
What's the best way to get my recipes into Loaded?
Build your component (prep) recipes first, then the plated recipe that uses them — in the same order you'd actually prep the dish in the kitchen.
Should I do a stock take before or after my invoices are loaded?
Do an initial baseline stock take once your invoices and recipes are in, so you've got an accurate starting point before variance reporting kicks in.
How do I invite my team to use Loaded?
You'll need Manager permission to invite users. Go to the person icon (top right) → Manage Users → Invite New User, then enter their name and email. Staff don't need a user login just to clock in and be rostered — that's a separate thing.
What happens if a user's invite link expires?
It disappears from Manage Users after 7 days — just send them a new invite if you still want them added.
Does my whole team need a Loaded login to clock in?
No. Staff who just clock in and get rostered don't need a user account — that's separate from inviting someone as a Loaded "user" with dashboard access.
How do I set up my budget in Loaded?
Enter your budget (GST inclusive) day by day, and Loaded automatically rolls it up into weekly and monthly totals. If you don't already have a budget figure, Loaded shows you last year's sales for the equivalent weekday as a reference point.
How do cashups work when I'm just getting started?
A cashup is the total of each payment type Loaded expects you to have received over the day, calculated from your POS sales data — you don't need to run a separate Z report first. The first time you complete one, Loaded pulls the previous 24 hours of sales to generate your starting figures.
How do I change the date/time range on my reports?
Use the Week/Day toggles for quick navigation, or click Select for a custom range — you can even filter reports down to a specific time of day.
Who can access billing and subscription details?
Only the account owner. Multiple sites under one owner share a billing date and get charged together, unless each site has a separate owner.
How do I view or download my Loaded invoices?
Person icon → My Billing — all paid and pending invoices are listed there, with a download option for a PDF copy.
What is the "Launchpad" I see on my dashboard?
A step-by-step onboarding guide with short video tutorials, built to take you from an empty account through to your full reporting suite.
Are there live training sessions I can join while getting started?
Yes — a webinar series runs Tuesday to Friday, half an hour each, covering team, recipes, invoice processing and stock takes. Recordings are sent if you can't attend live.