Features

Copy transactions

Describes the different ways how you can duplicate/repeat transactions

Written by Raquel Esper
Updated over a week ago

Range slider

Written by Raquel Esper
Updated over a week ago

Transactions Filter Tabs

Access drafts, checked and unchecked transactions quickly

Written by Raquel Esper
Updated over a week ago

Activities

Show what has changed on your books

Written by Jacob van den Berg
Updated over a week ago

Attachments on transactions

Go Paperless with attachments and links

Written by Raquel Esper
Updated over a week ago

Book Sharing

Grant access to your peers with different levels of permission and work in a same book without compromising your financial info.

Written by Jacob van den Berg
Updated over a week ago

Balances Audit

Account balances guaranteed to be fully consistent all the time.

Written by Mael Caldas
Updated over a week ago

Chart Reports

Written by Raquel Esper
Updated over a week ago

Comments

Financial collaboration empowered by contextual communication

Written by Raquel Esper
Updated over a week ago

Custom Properties

Centralize structured data on key/value pairs

Written by Raquel Esper
Updated over a week ago

Drag and Drop files

Written by Raquel Esper
Updated over a week ago

Hashtags in transactions

Written by Jacob van den Berg
Updated over a week ago

Insert URLs and links on transactions

Written by Raquel Esper
Updated over a week ago

Merge Transactions

Turn two transaction into one preserving all their information

Written by Jacob van den Berg
Updated over a week ago

Query guide

Written by Raquel Esper
Updated over a week ago

Transaction status

Learn what is a draft or posted transactions and what is checked or unchecked status.

Written by Jacob van den Berg
Updated over a week ago

Search wizard

Written by Mael Caldas
Updated over a week ago