Account management / admin
- I forgot my password, how can I reset it?
- Switching between Cash and Accrual Accounting Basis
- How do I log in to Business Finance Assistant?
- Video: Add a new user
- How do I add or remove a user and adjust the user roles?
- How can I change my email address and password?
- How do I set my 'Current accounting window' start and end dates?
- How can I sync my account to pick up transactions after resetting my 'Current accounting window' start date?
- A user has been disabled, how can I enable access?
- Business Finance Assistant has been added to your online banking
- How to stop the reconnect banner appearing for a closed or inactive bank account
- How to add Business Finance Assistant to Online for Business
- Video: Use the cash flow forecasting tool
- How do I add my logo?
- I have two businesses, how can I add my other business to Business Finance Assistant?
- How can I change my company name and address so it appears correctly on my invoices and other documents?
- How can I change the order that my bank accounts appear in Business Finance Assistant?
- How do I add or delete an employee?
- How can I rename my bank accounts in Business Finance Assistant?
- Cash vs Accrual Accounting
- How can I change the word 'Qty' on my invoice template to 'Week'
- Why can't I see 'Company Settings' under 'Your Profile'
- Is there a user guide available?
- How can I add company account details and terms & conditions to invoices?
- How do I update my contact preferences?