Help

Short guides to the main parts of the product. If none of these answers your question, the last one explains how to reach us.

• Getting started Sign in, pick a workspace, and find your way around.
• Contacts and companies Add people and organisations, link them, tag them, and log activity.
• Invoicing and payments Draft, send, and get paid; record payments, refunds and write-offs.
• Bank statements Upload statements or connect a feed, categorise transactions, reconcile.
• Projects and time Plan work as tasks, track time with timers, and invoice billable hours.
• Reports Build, run, share and schedule saved reports.
• Keyboard shortcuts Keyboard shortcut documentation — coming soon.
• Contact support How to reach us if these pages do not answer your question.