Company & budget options

How to access my list of companies and the companies shared with me?
You can quickly access your list of companies by clicking the the arrow next to your company name  There you have 3 options:  1- Use the ...
Tue, 18 Jun, 2019 at 9:30 AM
How to share a company?
You can quickly share a company by clicking the Share button at the top right. Once in the sharing menu, you can share a company by doing the fo...
Fri, 7 Sep, 2018 at 12:53 PM
How to unlink a company shared with me?
You can quickly access your list of companies by clicking the the arrow next to your budget name and then press on the Company List menu.  When ...
Fri, 7 Sep, 2018 at 12:58 PM
How to change the name of a budget?
You can quickly rename your budget by pressing on the Rename button the quick access bar.  Simply replace the name in the pop up and press on ...
Fri, 7 Sep, 2018 at 1:32 PM
How to add an empty budget in a company?
To add an empty budget to a company, simply press on the "quick add" button ans then, "Add" under budget. 
Fri, 7 Sep, 2018 at 1:51 PM
How to duplicate a budget (create a scenario) in a company?
To add an exact copy of a budget to a company, simply press on the "quick add" button and then, "Duplicate" under budget.  ...
Fri, 7 Sep, 2018 at 1:56 PM
How to export a budget in PDF or Excel?
You can quickly export a budget in PDF or Excel format by clicking the Export button at the top right. Once in the export menu, you must choose ...
Fri, 7 Sep, 2018 at 5:09 PM
How to share a budget (a scenario)?
Right now it's not possible to share a single budget. The sharing option shares the entire company with all their budgets included.   See the followin...
Thu, 18 Oct, 2018 at 3:54 PM
How to revoke the access (sharing) of a company?
Access the sharing option of a company by clicking the Share button at the top right. To revoke the access 1- click on the recycle bin next to ...
Thu, 18 Oct, 2018 at 3:57 PM
How to change the sharing permission?
Access the sharing option of a company by clicking the Share button at the top right. To change the permission (see article for the different sh...
Thu, 18 Oct, 2018 at 3:59 PM