Features

Mael Caldas avatar Jacob van den Berg avatar Raquel Esper avatar
16 articles in this collection
Written by Mael Caldas, Jacob van den Berg, and Raquel Esper

Range slider

Raquel Esper avatar
Written by Raquel Esper
Updated over a week ago

Transactions Filter Tabs

Access drafts, checked and unchecked transactions quickly
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Written by Raquel Esper
Updated over a week ago

Activities

Show what has changed on your books
Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

Attachments on transactions

Go Paperless with attachments and links
Raquel Esper avatar
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.
Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

Balances Audit

Account balances guaranteed to be fully consistent all the time.
Mael Caldas avatar
Written by Mael Caldas
Updated over a week ago

Chart Reports

Mael Caldas avatar
Written by Mael Caldas
Updated over a week ago

Comments

Financial collaboration empowered by contextual communication
Raquel Esper avatar
Written by Raquel Esper
Updated over a week ago

Custom Properties

Centralize structured data on key/value pairs
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Written by Raquel Esper
Updated over a week ago

Drag and Drop files

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Written by Raquel Esper
Updated over a week ago

Hashtags in transactions

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Written by Jacob van den Berg
Updated over a week ago

Insert URLs and links on transactions

Raquel Esper avatar
Written by Raquel Esper
Updated over a week ago

Merge Transactions

Turn two transaction into one preserving all their information
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Written by Jacob van den Berg
Updated over a week ago

Query guide

Raquel Esper avatar
Written by Raquel Esper
Updated this week

Transaction status

Learn what is a draft or posted transactions and what is checked or unchecked status.
Jacob van den Berg avatar
Written by Jacob van den Berg
Updated over a week ago

Search wizard

Mael Caldas avatar
Written by Mael Caldas
Updated over a week ago