Getting Started
- What's the difference between funds, categories, category connectors, projects and transaction groups?
- ExpensePlus overview
- What are auto-accruals?
- Setting up a fund and cloning / duplicating categories
- Choosing your accounting basis when setting up ExpensePlus
- Setting up opening fund balances
- How do I access training and support?
- How do I decide which categories to set up?
- Why does each user need their own email address?
- How do I add a category?
- Opening Cash Mismatch
- Can I set budgets at category group level?
- Setting up ExpensePlus
- Mid-year migration - data import service
- Mid-year migration - importing data
- Does ExpensePlus have a user guide or manual?
- Do you offer additional training and support?