Team Guides

Inviting Users

• Inviting Users

  • After a user is invited, an account is created for them if they don’t have one. They’ll receive an invite email and be asked to set their password. If they’re an existing user, they will be automatically added to the workspace and won’t get an email.

• Changing Team Roles & Permissions

• Getting a password reset link

  • If users don’t receive the invite email for any reason, send them the demo above.

Workspace Settings

• Managing Categories (applies to vendors & payment methods)

• Hiding Payment Methods (make members only see the payment methods they created)

• Managing Tax Rates

Expense Tracking

Teams

• Scanning Receipts

• Uploading Online Receipts and Screenshots

• Email Receipt Forwarding

• Bulk Edit Expenses

Teams Pro

• Link a Card or Bank Account

• Email Inbox Scanning

• Reviewing Imported Transactions

• Adding Workspaces

Reports

• Creating Custom Reports

• Exporting Data (Generating Reports)

• Reconciliation Reports