FEATURE FAQS

How can a new project be created?

  1. Select the “Projects” tab from the toolbar on the left
  2. Click on the “Add New Project” option at the top right
  3. Enter the project details, ensuring that all required fields marked with an asterisk (*) are completed
  4. Check off one or more users under the “Project Users” section. Only users that are selected will be able to associate transactions with the created project
  5. Click the “Save Project” button at the bottom right to confirm and create the new project

FEATURE FAQS

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