Getting Started
- What's the difference between Funds, Categories, Category Connectors, Projects and Transaction Groups?
- Getting Set Up
- Setting up Opening Fund Balances
- ExpensePlus Overview
- Mid-Year Migration - Importing Data
- What are Auto-Accruals?
- Choosing your Accounting Basis when setting up ExpensePlus
- Do you offer Additional Training and Support?
- How do I access Training and Support?
- How do I add a category?
- Opening Cash Mismatch
- How do I decide which categories to set up?
- Setting up a fund and cloning / duplicating categories
- How do I reorganise my category structure?
- Can I set budgets at category group level?
- Mid-Year Migration - Data Import Service
- Why does each user need their own email address?