Support Home
Solutions
Login
New Support Ticket
Support Home
Solutions
Login
New Support Ticket
Enter your search term here...
Search
Knowledge base
Explore How-To's and learn best practices from our knowledge base.
Getting Started
5
Setup
Change Plan Duration
Change Planned Start Date
How to change currency
BP - Company Categories
Companies
3
Add a company
Edit a company
Delete a company
Xero Integration
2
Integrate your Xero account
Disconnect Xero
Finance
8
Plan Expenses
Financial Reports
Plan personnel
Dashboard
Change Start Date
See all 8 articles
Managing Account
8
Update profile information
Add a member
How to cancel a subscription (old accounts)
How to delete an account
How to edit your profile details
See all 8 articles
Customizing Plan
7
Plan Customizations
Plan Structure
Custom Colors
Custom Sections
Automated Legal Page
See all 7 articles
Publishing
3
Publish plan online
Publish plan as a PDF
Publish - Hide/Unhide Sections
Support
5
System Requirements
Protecting your privacy
Contact us
Internal Server Error
How to generate a temporary access code for support