How to manage company assets
1. Open **Company Assets**. 2. **Add** an asset: name, number, category
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How to register receipts and payments
You already have the matching **Income & Expenses** record,
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How to register income and expenses
**Add**, then choose type income or expense (usually cannot be changed after cre…
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How to view cash account entries
1. Open **Account Entries**. 2. Browse the list: entry type, amount direction, d…
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How to create a cash account
1. Open **Cash Accounts**. 2. Use **More** on the page and choose **Add**.
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How to connect Stripe collection
Open **Stripe Management → Onboarding** and finish the Connect setup in the wiza…
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Enterprise Finance Overview
Enterprise Finance** is the sidebar group **Enterprise Finance
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How Cash Accounts, Entries, and Receipts Relate
Cash accounts | Where the money sits (bank, cash, Stripe account type, and simil…
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How to maintain contact email, address, and phone
1. In the contact row menu, choose **Add subsidiary record…**.
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