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Hey, Sophie 👋
Let's get your team set up
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Are you interested in getting early access to our new AI workflows?
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Announcing the New Dashboard
It's a complete overhaul of the old dashboard and includes a new features.
How do I add a note?
Answer
To add a note, simply navigate to the transaction you wish to annotate, select 'Add Note' or the pencil icon, and enter your information. Don't forget to save your changes!
Help Center
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Adding notes to recurring expenses
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Analyzing spending through notes
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Customize transaction notes
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Integrate notes with financial statements
Collaborate with your team
From this sidebar, you can find your team members to check their expenses and issue reimbursements.
We will be down for maintenence on Jan 4th between 00:15 - 01:30 PT
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Advanced analytics
Hey, Sophie 👋
Let's get your team set up
-
Invite teammates
-
Import data
-
Connect your bank
Overview
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Team Members
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Joyce Lu
🇸🇮 Slovenia
Dejan Pajk
🇭🇷 Croatia
Ben Thomas
🇺🇸 United States
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