Settings & Users3 Adding More Companies / Organisations Adding or removing users Updating Your Company Name or Financial Year
Reports & Data5 Exporting Data and Using the Pivot Table Multi-currency support Invoices Ending Views Xero Tracking Categories Forecast How can I view historical figures of repeating invoice totals?
Getting Started7 Data Flow Diagram Getting Started – Connecting to Xero Two times you should trigger a manual sync Pop up: Group multiple lines with one click Grouping invoices by due date or invoice date See repeating invoices that are ending
FAQs6 How is my data protected? Why aren’t my historical figures perfectly accurate? Will BeanBox change my data in Xero? When and how does data sync occur? Is BeanBox GDPR compliant? How to I delete my organisation from BeanBox?
