Team Demos and Guides

Inviting Users & Workspace Settings

• How to Invite Users
• Hiding Payment Methods (make members only see their own payment methods)
• Changing Team Roles & Permissions
• Managing Categories (applies to vendors & payment methods)

Joining a Workspace

• via Email Invite
• via Share Link

General Use

• Scanning Receipts
• Bulk Editing Expenses

Bank Transactions

• Linking a Bank Account or Card
• Reviewing Bank Transactions

Reporting

• Creating a Custom Report
• Exporting Data (Generating Reports)