11 GUIDES · GOODCOMPANY HELP
Money & invoices
Bank accounts, statements, bills, payments and reporting.
Add a bank account or connect a live feed
Choose a manual account with statement imports or an available live connection.
Settings → AccountsImport and review a bank statement PDF
Understand automatic booking, review warnings and where the transactions appear.
Settings → AccountsResolve statement warnings and failed imports
Check balance differences, missing periods and extraction problems before committing.
Settings → Accounts → Review importCategorize transactions and match invoices
Review bank movements, connect the client and attach the supporting documents.
TransactionsUpload, check and match bills
Review incoming invoices and receipts, extraction results and payment matches.
BillsTrack issued invoices and incoming payments
Record a customer invoice and follow whether its payment has arrived.
Client or project → Add issued invoice · ReceivablesRead financial statistics and currency totals
Understand cash flow, compare periods and explore the sources behind your income and expenses.
Statistics · Settings → CompanyDownload the monthly accountant export
Export matched documents and statement PDFs for a month of bank bookings.
Settings → ExportUnderstand financial record deletion
Check what each removal action affects before changing your company’s records.
Settings → Accounts · Transactions · BillsResolve an unmatched, partial or split invoice payment
Choose the right bank evidence and check how much of an invoice is covered.
Bills or Receivables → Details & paymentsSet an invoice aside and bring it back for review
Pause invoice review without deleting the record or changing its payment status.
Bills or Receivables → Set asideA little more clarity.
A good next step.