Board

Why and How to Start

• How can you manage several business accounts in Board application?
• Introduction to Board
• Board Application Use Case
• Steps to Make Board Alive
• Additional Tips for How to Start

Accounts

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

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?

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

FAQS

• How does COLLABORATION work?
• Can't connect? Switching to PSD2?