Upload History

a -Upload History

b -Upload Pop Up (on click Add Files Button)

Business Profile

b -Business Details (on click Business Details Tab)

b -Key Dates (on click Key Dates Tab)

c -Users (on click Users Tab)

Integration Data

a -Accounting Software Integration (on click Accounting Software Integration Tab)

b -Suppliers (on click Suppliers Tab)

c -Expense Categories (on click Expense Categories Tab)

d -Payment methods (on click Payment methods Tab)

e -VAT Rates (on click VAT Rates Tab)

Invoice and Receipts

a -All (on click All Tab)

b -Processed (on click Processed Tab)

c -Approved (on click Approved Tab)

d -Exported (on click Exported Tab)

e -Reports (on click Reports Tab)

f -Edit Pop up (on click document icon in last column on table)

Bank and Card Statements

a -Review

b -Details (on click document icon in last column on table)

All Documents

a -Invoices and Receipts (on click Invoices and Receipts Tab)

b -Bank and Card Statements (on click Bank and Card Statements Tab)

c -Other Documents (on click Other Documents Tab)

d -All Documents (on click All Documents Tab)

Add new Business (popup)

a -Entity Info

b -Integration Settings (on click Next Button)

Subscription & Billing (Business Level)

a -Subscription Details (on click Subscription Details Tab)

b -Billing History (on click Billing History Tab)

c -Usage (on click Usage Tab)

d -Subscribe or Change Plan (popup) (on click Subscribe or Change Plan button)

d-1.Pricing Plan (on click Pricing Plan Tab)

d-2.Billing Details (on click Billing Details Tab)

d-2.1Update Detail (on click Update Detail button)

d-3.Payment (on click Payment Tab)

e -Update Billing Detailed (popup) (on click Update Billing Detailed button)

e-1.Billing Details (on click Billing Details Tab)

e-2.Payment (on click Payment Tab)

Upload File

a -Documents Inbox (on click Documents Inbox Tab)

b -Email Inbox (on click Email Inbox Tab)

Add New Business Wzard (on click Add New Business link in Entity Navigation)

No Organization Level Access

Multiple Organization Access

New Business Organization

Business Settings

a -Business Profile (on click Business Profile Tab)

b -Data Extraction (on click Data Extraction Tab)

c -Tasks & Deadlines (on click Tasks & Deadlines Tab)

d -Users (on click Users Tab)

Integration Data

a -Accounting Software Integration (on click Accounting Software Integration Tab)

b -Suppliers & Customers (on click Suppliers & Customers Tab)

c -Accounting Categories (on click Accounting Categories Tab)

d -Payment Methods (on click Payment Methods Tab)

e -VAT Set-up (on click VAT Set-up Tab)

User Profile

a -Credentials (on click Credentials Tab)

b -Notification Settings (on click Notification Settings Tab)

c -My Businesses (on click My Businesses Tab)

Expense Invoices & Receipts

a -All (on click All Tab)

b -Processed (on click Processed Tab)

c -Approved (on click Approved Tab)

d -Exported (on click Exported Tab)

e -Reports (on click Reports Tab)

f -Edit Pop up (on click document icon in last column on table)

Expense Invoices & Receipts Details

a -Detail (on click Detail Tab)

b -Line Items (on click Line Items Tab)

c -Document History (on click Document History Tab)

d -Multi Image View (right side section)

Bank & Card Statements

Bank & Card Statements Detail

All Documents

a -All documents (on click All documents Tab)

b -Invoices & Receipts (on click Invoices & Receipts Tab)

c -Bank & Card Statement (on click Bank & Card Statement Tab)

d -Other Documents (on click Other Documents Tab)

e - Other Documents detail (on click Other Documents file name & thumbnail)

Recycle Bin

a - Recycle Bin detail (on click Recycle Bin file name & thumbnail)

App Crash Page

View All Business List

Invoices/Receipts - Merge & Delete

Invoices & Receipt - Bulk Data Entry

Statements - Bulk Data Entry

Documents - Bulk Data Entry

In Process

Invoices & Receipt - Bulk Data Entry

Admin Subscription & Billing

User Log