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Getting started
Getting started
How to connect your accounting software and get set up
16 articles
The basics
Accounting software we work with
CSV - Data integration guide
Connect your accounting software
Mute contacts
Setup your reminders
Push notes into Xero
Add a company logo to your reminders
Changing Reminder Settings
How to manage email sender settings and replies
Sample email reminder
Invite other users to your account
Changing user permissions
Roles and permissions
How to add an additional organisation
Set your account live
Choose a plan and add your credit card
Setup checklist for new users
How to pay for your subscription
Pausing your Account
