User Guides
IN THIS SECTION Overview Adding a Budget Manually Enter budget details Adding Data Entering Data manually Importing a data file Step 1 - Prepare the...
Thu, 6 Jun, 2024 at 7:21 PM
IN THIS SECTION Overview Changing your password Two Step Authentication Enabling Two Step Authentication Using Text Message Using an Authenticator Ap...
Thu, 30 Mar, 2023 at 8:14 AM
IN THIS SECTION Overview Viewing Companies Sorting Companies Custom Order Sorting Alphabetically Adding a Company Connected Company Settings Co...
Tue, 30 Apr, 2024 at 11:14 AM
IN THIS SECTION Overview Adding a group Editing a group Deleting a group Overview Groups are a means of organising your companies to make it e...
Thu, 13 Jul, 2023 at 4:22 PM
IN THIS SECTION Overview Adding a company manually Enter company details Adding Data Data Formats Entering Data manually Importing a data file Step...
Thu, 12 Sep, 2024 at 1:55 PM
IN THIS SECTION Overview Making Adjustments Adding Data Data Formats Entering Data manually Adding Accounts Entering Data Importing a data file ...
Thu, 12 Sep, 2024 at 2:01 PM
TABLE OF CONTENTS Changing your Account Name Adding your company Logo Changing your logo Changing Brand Colours You can change your accou...
Fri, 7 Jun, 2024 at 5:57 AM
IN THIS SECTION Overview To invite a new user Company Groups To change user permissions To delete a user User Roles Access to Multiple Clients ...
Wed, 27 Nov, 2024 at 10:39 AM
IN THIS SECTION Overview Viewing Exchange Rates when Running Reports Viewing and Customising Exchange Rates Base Currency Customising Rates Adding Ac...
Wed, 27 Nov, 2024 at 11:09 AM
IN THIS SECTION Overview Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero valu...
Wed, 8 May, 2024 at 6:28 AM