Getting Started 

• Create Companies
   

• Invite Collaborators
   

• Assign Collaborators to Companies

Setting Up 

• Complete Company Setup
   

• Create First Fiscal Year
   

• Navigating Back to Home Screen
   

• Create Accounts for Company
   

• Import Accounts
   

• Assigning an Expense Category to an Expense Account
   

• Create Contacts Account
   

• Import Contacts
   

• Define Currencies for Companies
   

• Setting up Analytical Dimensions
   

• Setting Up Taxes
   

• Importing Balances

Magic Document

• Upload Receipt
   

• Review Receipt
   

• Create and Post Journal Entry
   

• Edit Journal Entry from Magic Document

Other Accounting

Features

• Account reconciliation
   

• Uploading a bank statement
   

• Reconciling a bank statement line

General Ledger

• Creating a Journal Entry in Base Currency
   

• Creating a Journal Entry in Multi-Currency
   

• Searching the General Ledger
   

• Editing Journal Entry
   

• Deleting a Journal Entry
  
  

• Posting Drafted Journal Entry from General Ledger
   

• Posting Drafted Journal Entry
   

• Viewing Journal Entry Activity Log
   

• Matching Journal Entries Manually
   

• Creating Payments and Receipts
   

• Importing Journal Entries

View Report 

• Viewing financial reports