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Company Settings
8
Company Settings
Last Update 3 months ago
In the Company Settings, you can see and manage the general settings, notification settings, and client users.
Debits
Change the Sync Date in Debits
Last Update 3 months ago
How to Sync Transactions Missing Specific Fields in Debits
Last Update 3 months ago
Add Notes to the Client Dashboard
Last Update 3 months ago
Exclude Accounts from the Category List
Last Update 3 months ago
Change the Accounts that Sync with Debits
Last Update 3 months ago
Choose the Fields Your Client Can Edit
Last Update 3 months ago
Change Email Notification Schedule in Debits
Last Update 3 months ago
Add a Coworker to Client Account
Last Update 3 months ago
