What is the setup checklist?
Relay's setup checklist is a personalized tool that helps Admins and Super-admins complete key onboarding actions. As you complete each task—or dismiss the ones you don’t need—your progress updates automatically. Once everything is done, you’ll see a celebration icon to confirm setup is complete.
Checklist behavior and interface
- Each checklist item appears as a “card” with a task and a call-to-action.
- Most cards can be dismissed using the 'X' icon in the corner.
- Some cards must be completed and cannot be dismissed (e.g. “Fund your account”).
- Completed cards disappear and the next card slides into place.
- The progress bar increases proportionally as steps are completed or dismissed.
- The checklist header (“Complete your setup”) is collapsible—click to expand or hide tasks.
- When all cards are finished, a confetti animation confirms setup is complete!
Checklist tasks and how to complete them
Fund your account
To begin banking with Relay, you’ll need to deposit funds. This step ensures your business account is active and usable.
For more information view: Fund your account.
Note: This is a required step and cannot be dismissed.
Add multiple accounts
Relay lets you open up to 20 checking and savings accounts to organize your business cash flow. You might want separate accounts for payroll, taxes, or budgeting. Learn how to create new accounts.
Add debit card
Add a physical or virtual debit card to let yourself—or your team—spend from your Relay accounts. This helps you test card issuing, controls, and spend tracking. Learn how to order and activate cards.
Make a Payment
Try sending a payment to test out Relay’s Bill Pay features, ACH, wire, or check payment options.
For more information view: How to send payments
Set up automated transfers
Set up rules to automate how funds move between your accounts. For example, allocate 30% of all income to a tax account.
For more information view: Guide to auto-transfer rules.
Connect bookkeeping tools
Sync Relay with accounting tools like QuickBooks, Xero, Gusto, and others. This saves time on reconciliation and keeps finances aligned.
For more information view: View integration guides.
Add users to Relay
Invite your team, bookkeeper, or advisor to collaborate in Relay. You can assign roles with tailored permissions.
For more information view: How to invite users.
Request a payment
Try out Relay’s “Request a Payment” feature to send clients a link to securely pay you via bank transfer.
For more information view: How to request a payment.
Add a credit card
Apply for a Relay credit card to unlock flexible purchasing power and track business spend.
For more information view: Relay credit card overview.
Set up direct deposit
Add your Relay account info to payroll or vendor systems to get paid via direct deposit.
For more information view: Setting up direct deposit.
Frequently Asked Questions
What if I accidentally dismiss a checklist card?
Dismissing a card doesn’t block you from completing the task later. You can still fund your account, add users, or set up transfers directly from the dashboard at any time.
Can I reset or restart the checklist?
At this time, checklists can't be restarted once dismissed. If you’re onboarding a new team member and want to walk them through setup, we recommend bookmarking this article or sharing links to each task.
Can I go through the checklist out of order?
Yes, you may complete the checklist out of order if you choose. However, we have designed this checklist based on the natural flow our customers usually go through when switching over to Relay. This flow makes for the smoothest possible experience. For example, if you connect your payroll before adding money to your account, your payroll may run before your account is adequately funded, resulting in a canceled payment.