Manage
Profile
Plans and Billing
Payment Types
Company Profile
- How do I add the Company's currency?
- How do I change the Company's currency?
- Can I change the Company's name?
- How do I change the Company's name?
- How do I update my Company's Profile?
- How do I personalise my Company's Profile?
Items
- What does the "Export" button do?
- What is the difference of the "Add new item" and "Upload items" buttons?
- What is a CSV file?
- How do I delete many Items at once?
- How do I delete an Item?
- How do I edit an Item?
Taxes
Payment Terms
Users
- How do I change the role of a user?
- Approver
- Dispatcher
- Review Team
- User
- Can I change a User's email address?
Contacts
- Can I change a Contact's email address?
- Can I delete an existing Contact?
- How do I update a Contact's data?
- How do I add email to a Contact?
- How do I change the email of a Contact?
- How do I add currency to a Contact?
Categories
- How do I change a Category from Inactive to Active?
- What does the "Export" button do?
- What is the difference of the "Add new category" and "Upload categories" buttons?
- What is a GL Code?
- What is a CSV file?
- How do I change a Category from Active to Inactive?
Projects
- How do I change a Project from Inactive to Active?
- What does the "Export" button do?
- What is the difference of the "Add new project" and "Upload projects" buttons?
- What is a CSV file?
- How do I change a Project from Active to Inactive?
- How do I search a Project?