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.
Please send any feedback or suggestions directly to your bookkeeper.
To view your past messages from the old version of Bench, go to Messages → Archive.
After changing your online banking password, go to the Accounts section. If your account has already been synchronized, you will see a prompt to re-enter your login credentials. Enter your new bank password to ensure that your bank connection remains open. If your account has not yet been synchronized, you will not be able to More...