Select any icon in the image above for the related support articles :
1. Add Account: Use this link to add a new bank account
2. Transactions: View and edit your transactions
2-1. Transaction Filter:
2-2. Transaction Table:
2-3. Payee & Description Fields:
2-4. Export Formats:
3. Checks: Edit Check Payee Names and Memo Details
4. Statements: View and download your statements
4-1. Exporting Statements:
4-2. Transaction Reconciliation Tool:
5. Account Visibility: Set sub-account visibility
6. Client Management: Add, Edit & Delete Your Client List
7. Employee Management: Add, Edit & Delete Your Employee List
8. Billing: View your charges & Make Changes to Your Plan
9. Change Password: Update Your Password
10. Request Extractor: If the bank you use is not currently supported, You can place a request here.
11. Supported Banks: The current list of supported banks
12. Notification Settings: Select frequency of Notification and Account Summaries.
13. Extraction Settings: Adjust your Extractor setting for your Checks, Statements, & Transactions.
14. Client Status: Review the current status for each of your clients bank connections.
15. Cloud Storage: Setup up your Dropbox Integration.
16. Backdating: Requests for historical data.
17. Your Profile: Modify your profile information.