How to set up accounts?

← 4. Web Version FAQ
Please follow the below screen instruction to add, edit an account:



The account edit screen looks like the following:


4. Web Version FAQ

  1. What's the URL and why I would use the web version?
  2. How to generate well-formatted Excel report? (Video Demo)
  3. How to generate PDF report containing receipt images?
  4. How a team collaborates in Foreceipt?
  5. How to upload a bank transaction CSV file? (Video Demo)
  6. How to create a recurring receipt? (Video Demo)
  7. How to create and update a receipt?
  8. How to use dashboard pages?
  9. How to change multiple receipts together?
  10. How to customize your categories?
  11. How to set currency exchange rate?
  12. How to set up accounts?

Feedback and Knowledge Base

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