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WHY AND HOW TO START
Introduction to Board
Board Application Use Case
Steps to Make Board Alive
Additional Tips for How to Start
How can you manage several business accounts in Board application?
How often does my bank account update?
How many records appear after connecting my bank?
How to Import a data file to Board?
What data does Board look for in my file?
How do I correct missing records in Board?
Why does my bank need re-connection?
Introduction to Accounts
Types of the Accounts
Account Creation and Settings
Bank Connection & Sync
Importing a File in Board
Additional Tips for Accounts
Introduction to Categories
Structure of Categories
Additional Tips for Categories
Introduction to Contacts
Additional Tips for Contacts
How to set an Exchange Rate
How do I connect/reconnect a bank account?
Can't connect? Switching to PSD2?
How does collaboration work?
How do I contact support?
How do I delete my entire Board profile/account?
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