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Billing and Plans

Billing FAQs – How Billing Works
How Do I Cancel My Subscription?

FAQs

How to I delete my organisation from BeanBox?
Is BeanBox GDPR compliant?
When and how does data sync occur?
Will BeanBox change my data in Xero?
Why aren’t my historical figures perfectly accurate?
How is my data protected?

Getting Started

Line items table – ordering and filtering
See repeating invoices that are ending
Grouping invoices by due date or invoice date
Pop up: Group multiple lines with one click
Two times you should trigger a manual sync
Getting Started – Connecting to Xero
Data Flow Diagram

Reports & Data

How can I view historical figures of repeating invoice totals?
Xero Tracking Categories Forecast
Invoices Ending Views
Multi-currency support
Exporting Data and Using the Pivot Table

Settings & Users

Updating Your Company Name or Financial Year
Adding or removing users
Adding More Companies / Organisations

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Knowledge Base
FAQs

FAQs

Why aren’t my historical figures perfectly accurate?
When and how does data sync occur?
How is my data protected?
How to I delete my organisation from BeanBox?
Is BeanBox GDPR compliant?
Will BeanBox change my data in Xero?

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