Go to Settings → Profile. You can change your log in email in the Profile section. Remember that changing your log in email also changes the address to which your notification emails are sent.
To change your Bench password, go to Settings → Profile. Scroll to the Security section and click Edit. Enter and confirm your new password. Click Save.
Go to Profile → Settings. You can turn off email notifications in the Contact section using the Yes/No toggles.
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...
Go to Documents → Uploads. Check the boxes beside the file(s) you want to delete. A pop-up will appear. Click Delete.
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.
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...
There are three ways to find a transaction: search all transactions, search within a specific ledger, or search within a specific date range. How to search all transactions: Go to Reports → Search. Enter your search query into the Search text box. This searches all transactions in all ledger accounts and in all date ranges. More...
The Bench web app is designed for desktops and requires a large screen and full browser. Other devices may not display the app correctly. You can view our list of supported browsers here .
If you run into any bugs in the app, please contact your bookkeeper with the details of the issue so it can be addressed by Bench’s engineering team.