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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How will I know that I need to reconnect?

  • Updated

Business Finance Assistant will remind you if any of your accounts are due to expire or have already expired. You will see banners on the following screens:

  1. Dashboard
  2. Incomings
  3. Outgoings
  4. Bank Transactions (shown once an account is selected)

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Fig I – Banner for expiring account

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Fig II – Banner for expired account

 

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