Training · ByReceipt
Short lessons in order. Each one ends with something done in your own account.
Account & billingByReceiptEasySnapMyTeamDayMyESignDOCZPostKiteEasyRebateMyCashRewardsConstructionEasyRoofChildHub
ai
3 minbooks
11 min- 1Workspaces: personal, family and companiesEach workspace keeps its own books. A personal receipt never stays in a company chart.2 min
- 2Set up your chart of accountsPick a template for your country and business; every account points to its tax line. Then make it yours.4 min
- 3Classify receipts into accountsSend each receipt to a workspace, accept the suggested account or pick one. Personal ones leave the company books.3 min
- 4Mileage from MyTeamDayThe GPS miles of your crew’s closed shifts become the IRS mileage log of each company.2 min
Getting started
13 minSet up and do the first real task in minutes.
- 1Capture your first receiptPhotograph a receipt with the center button; it is read for you and waits for your confirmation.3 min
- 2Import a bank or card statement (PDF)Upload the PDF statement; the first one of each bank is checked with you until the reader learns that layout.4 min
- 3Give your client a receiptTurn a payment you received into a numbered PDF receipt and share it.3 min
- 4Confirm payments you were expectingWhen a bank line looks like a payment you expected, you get a notification and decide.2 min
- 5Language, country and formatsThe flag is the country: it changes the language, the dates and the numbers. Money keeps its own currency.1 min
Reports & accountant
4 minWhat to hand to your accountant and when.