Settings is where you can make any changes to your Company Profile, Add Additional Users and determine their System Access and also where you would Import Historical Information.


To Import Historical Information click on the Import Historical Information button.







You are able to import all of your existing customer and supplier details so these don't have to be manually entered onto the system. Click on the Settings link and then on the Import Historical Information button. Click on the Import Contact Details button and then on the Import All customer/supplier organisation details button. 



1. Import all Customer/Supplier Organisations Details

  • Download and save the Excel template from the link (top right of the screen).


  • Populate the template with your customer and supplier details.
  • NB: You will also need to download the list of dropdown options, to use when you populate your Excel template as certain fields in the template have specific options that must be used. 
  • Save your populated Excel template (as a csv file).
  • Go back to the import screen in your system and click Browse, then select your populated Excel template.

 Click the Save button and all your customer and supplier contact fields will now automatically be populated in your system. To view your customers and suppliers go to the Contacts Dashboard.


2. Import Details for all Contact People for each Organisation

  • Download and save the Excel template from the link (top right of the screen).


  • Populate the template with the contacts from each organisation. NB: You will also need to download the list of dropdown options, to use when you populate your Excel template as certain fields in the template have specific options that must be used. 
  • Save your populated Excel template (as a csv file).
  • Go back to the import screen in your system and click Browse, then select your populated Excel template.
  • Click the Save button and all your Customer and Supplier’s contact details will now automatically be populated in your system. To view their details go to the Contacts Dashboard.




You are able to import your historical (past months) bank statements.Click on the Settings link on the top of the screen and then on the Import Historical Information button.


  • Download and save the Excel template from the link (top right of the screen).


  • Populate the template of the bank statement you want to import.
  • Save your populated Excel template (as a csv file).
  • Go back to the import screen in your system and click Browse, then select your populated Excel template.
  • Select the correct bank account from the dropdown list.
  • Select the date format that you have used in the Excel spreadsheet from the dropdown list. For example:


  • Click Preview to view the bank statement.
  • You now have the option to Import and Allocate or Import.









You are able to import all of your existing customer invoices so that you don’t have to enter all this information into the system manually.Click on the Settings link on the top of the screen and then on the Import Historical Information Button. Click on the Import Historical Customer Invoices button.

  • Download and save the Excel template from the link (top right of the screen).




  • Populate the template with your customer invoices.
  • NB: You will also need to download the list of dropdown options to use when you populate your Excel template as the "Item Type" field in the template has specific options that must be used.
  • Save your populated Excel template (as a csv file).
  • Go back to the import screen in your system and click Browse, then select your populated Excel template.
  • Click the Save button and all your customer invoices will now automatically be populated in your system. To view your customer invoices go to the Finance Dashboard