Settings

Adding Accountants
Overview You can create and manage multiple accountants in your account. You must be on PRO subscription in order to create multiple accountants. Click her...
Mon, 16 Sep, 2019 at 5:43 PM
Company
Overview You can easily review and modify your company details like company name, address, website, etc. Company In the following steps, we will revie...
Mon, 16 Sep, 2019 at 8:31 PM
Manage your Subscription Package
Overview You can view and update your subscription package anytime. Manage your Subscription The following steps illustrate the procedure to view your...
Thu, 5 Sep, 2019 at 7:41 PM
Manage Roles
Overview You can view and update a role of a user. View and Update a Role The following steps illustrate the procedure to view and update a role for y...
Thu, 5 Sep, 2019 at 9:52 PM
Billing and subscriptions
Overview You can easily manage subscriptions and billings like clearing invoices and adding payment methods. Billing and Subscriptions In the followin...
Mon, 23 Sep, 2019 at 3:02 PM
Check your Role
Overview You can quickly check the role assigned to you account by the system administrator.
Sat, 24 Aug, 2019 at 10:48 AM
Integration and Branding
Overview You can easily manage email integration and branding features like logo, primary and secondary colors. Integration and Branding In the follow...
Mon, 16 Sep, 2019 at 8:16 PM
Accountants and Security
Overview You can create and manage multiple accountants in your account. The number of accountants you can create depends on your subscription package. ...
Mon, 16 Sep, 2019 at 8:34 PM