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For cash purchases, owner draws, or anything that won't show up on a bank or card statement.
Every time you categorize a transaction we save the merchant→category mapping. New transactions matching the same merchant get auto-categorized when you click "⚡ Apply learned rules". Delete a rule below to stop using it.
Paste the prior-year ending balances. We'll generate a single posted AJE that establishes opening balances for the new fiscal year.
Fill in everything you know — anything you skip the client can complete in their portal. Onboarding workflow auto-starts unless you mark status as Active.
Re-enter your password to apply this change. The confirmation lasts 5 minutes.
Saving requires re-entering your password. Every change is logged with your name and timestamp.
Pick a staff member and access level. Re-auth required to save.