Backup
Download every rule and reference list (vendors, customers, bank accounts, merchants, account profiles, crypto addresses, dimension values, G/L codes) as one xlsx file. Does not include statements or transactions.
Team Access
Approve new colleagues into a role — viewer (view/export only), user (day-to-day work), admin (full access) — change anyone's role later, or remove access entirely.
| Role | Registered | Approved | Actions |
|---|