Using Bench

My statement connection stopped working. How do I reconnect it?

For security reasons, your statement import connection may occasionally require a reset. To reset your connection, go to Accounts → Connections tab. Click Complete Connection. A modal will prompt you for additional information. Follow the steps to reestablish your connection.

How do I comment on a transaction?

Go to Reports → Income Statement. Click on the Expense category containing the transaction you need. Click the required transaction, and the Leave a Comment prompt will appear along with transaction details. Write your message in the Leave a Comment text box and click Post Comment.

How do I view or clear notifications from my bookkeeping team?

You can view notifications from your bookkeeping team by clicking the small notification counter located above the Bench logo in the top-left corner of the app. While viewing the notifications pop-up, click the little x at the right side of each individual notification to clear it.