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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