If you need help with Getting Started Please Check out our First Time Setup Article
Transactions : OCR Capture
To record expenses or income, select “Transactions” on the bottom toolbar. If not visible check the “More” button. If there is no Transactions option it may be disabled by your administrator.
Transactions : Manual Entry
To record expenses or income, select “Transactions” on the menu bar. If not visible check the “More” button. If there is no transactions option it may be disabled by your administrator.
Fuel Expenses : OCR Capture
To record fuel expenses, select “Fuel” on the menu bar. If not visible click More to see if it is in the menu. If you do not see the option you org might not have the feature enabled.
Fuel Expenses : Manual Entry
To record fuel expenses, select “Fuel” on the menu bar. If not visible click More to see if it is in the menu. If you do not see the option you org might not have the feature enabled.
