Settings
Accounting Classifications
Taxes
- Can I set up multiple tax rates for different products or countries?
- How are tax rates mapped to accounting code classifications?
Manage Team
- What are the different user groups?
- How do I add a group?
- What are the different user types in the business center?
- How do I add a user?
- Can anyone add team members or just admins?
- How do you allow other users to become a system admin?
- Does a system admin see all companies?
- How does a user add new companies? What permission does the user need for that?
- What happens if my system admin leaves the company?
- How can I deactivate any user?
- Can a deactivated user approve a bill or payments?
- Can a user be added to multiple companies?
- Can users be removed from multiple companies?
- Who can add users across multiple companies?
- What happens if a non-system admin user tries to add a user that already exists?
Connect Bank Account
- How do I connect to my bank?
- Why is the Business Center asking me to connect to my bank account through MX?
- Am I required to connect to my bank account with MX?
- Can I disconnect my bank account that I have connected with MX?
- What if I have multiple bank accounts?