User Guides
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 Adding a Company Connected Company Settings Configuring Company Import Dates Setting Cash or Accrual Based Reporting Refresh...
Wed, 1 Nov, 2023 at 6:06 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...
Wed, 17 Jan, 2024 at 6:34 AM
IN THIS SECTION Overview Making Adjustments Adding Data Data Formats Entering Data manually Adding Accounts Entering Data Importing a data file ...
Tue, 5 Sep, 2023 at 9:55 AM
TABLE OF CONTENTS Changing your Account Name Adding your company Logo Changing your logo Changing Brand Colours You can change your accou...
Tue, 8 Feb, 2022 at 10:01 AM
TABLE OF CONTENTS Overview To invite a new user To change user permissions To delete a user User Roles Access to Multiple Clients Overview You can...
Thu, 13 Jul, 2023 at 3:04 PM
IN THIS SECTION Overview Viewing Exchange Rates when Running Reports Viewing and Customising Exchange Rates Base Currency Customising Rates Adding Ac...
Wed, 22 Mar, 2023 at 10:02 AM
IN THIS SECTION Overview Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero valu...
Thu, 27 Jul, 2023 at 3:14 PM
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Exporting Chart of Accounts Overview The chart of accou...
Thu, 18 May, 2023 at 4:43 PM