Company Settings

Synchronize Accounting Data
The app synchronizes data like the contact names, account names, tax rates and tracking categories every 24 hours with the connected accounting software. If...
Mon, 7 Mar, 2022 at 2:18 PM
Rename Files On Export
The app can change the name of a file before the file is exported to your accounting software. This enables you to have files that are attached to transacti...
Mon, 7 Mar, 2022 at 2:19 PM
Billable Expenses
Billable expenses are costs you've been charged that you want to recover from your customer. This feature is turned off by default and can be enabl...
Mon, 7 Mar, 2022 at 2:20 PM
Default Due Date Buttons
In the review screen the app has a default due date button that allows the quick entry of a due date. By default the value of that button is "+30"...
Mon, 7 Mar, 2022 at 2:21 PM
Managing multiple companies
The apps allow you to add and switch between multiple companies. Each company has its own dedicated email address and inbox. To add a new company, please se...
Wed, 27 Apr, 2022 at 2:58 PM