Getting started
Onboarding and Setup
FAQs
Getting started (v1)
Extra page templates
Have you viewed your reports yet? This is a great way to see how your business is doing and stay on top of your expenses. In your Reports tab you’ll see your real-time P&L and Spending Reports. It’s a good idea to visit your Activity tab to make sure there are no outstanding Action Items to take care of- that will make sure your reports reflect the most accurate data. You can download and share reports with your accountant at any time.
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