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.
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.
Go to Reports. Click the Calendar and Year Date Icon at the top-right of the page. A calendar pop-up will appear, where you can select yearly, monthly, quarterly, or customized date ranges for your financial reports.
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.
Get in touch with your bookkeeper for help setting up additional logins for your Bench account.
Go to Settings → Profile. You can enable the option to have email notifications sent to all of the listed secondary user accounts under the Other Accounts section.
Go to Messages. Click the Book a Call button.
Pressing Shift + Enter at the same time will allow you to add multiple lines to a message without sending when pressing Enter.
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.