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  1. Board_Support
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General

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?

BANK CONNECTION

  • 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?

ACCOUNTS

  • Introduction to Accounts
  • Types of the Accounts
  • Account Creation and Settings
  • Bank Connection & Sync
  • Importing a File in Board
  • Additional Tips for Accounts

CATEGORIES

  • Introduction to Categories
  • Structure of Categories
  • Categories Customization
  • Categorization Rules
  • Additional Tips for Categories

CONTACTS

  • Introduction to Contacts
  • Manage Contacts
  • Additional Tips for Contacts

FAQ

  • 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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