Getting Started

Knowledge Base
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

Adding More Companies / Organisations
Adding or removing users
Exporting Data
How is my data protected?
Why aren't my historical figures perfectly accurate?
Data Flow Diagram
Getting Started - Connecting to Xero
Will BeanBox change my data in Xero?
When and how does data sync occur?
How Do I Cancel My Subscription?

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