Documents

How do I upload files to Bench?

There are two ways to upload files to Bench—in the Bench app or via email. When uploading files, keep in mind that not all file formats are supported. We currently support the following formats: jpg, jpeg, pdf, png, tiff, tif, doc, docx, csv, xls, xlsx, iif. How to upload in your browser: Go to Messages More...

How do I delete a file?

Go to Documents → Uploads. Check the boxes beside the file(s) you want to delete. A pop-up will appear. Click Delete.

How do I download my uploaded files?

Go to Documents →  Uploads. Check the boxes beside the uploaded files you want to download. A pop-up will appear at the bottom of the page. Click Download. 

How do I download an Income Statement or Balance Sheet?

You can download an Income Statement or Balance Sheet as a spreadsheet. Go to Reports and then to Income Statement or Balance Sheet. Click the Download button in the top-right corner. Depending on the date range you’ve selected, reports can be monthly, annual, or quarterly. Your downloaded reports will contain all historical income statements or balance More...

How do I upload my bank and credit card statements to Bench?

We occasionally request that you send your bookkeeper .pdf copies of your bank and credit card statements. This ensures that the data coming through our bank connection is completely accurate, and provides a physical record of all financial transactions (which keeps the IRS happy and your business safe). Note that Statement Importer and Bank Connect More...

How does my Bench bookkeeper categorize my receipts?

You’ll need to categorize your receipts when submitting them. To do so, add a note in the subject line or in the body of the email when you submit it. Anything entered in the subject line will be saved in the Notes section of each transaction and matched with the appropriate receipt. Alternatively, if you More...