Knowledge Base

Knowledge base.

Bite-sized articles for the most common questions. We are publishing these progressively.

Client Portal

How a client submits a flight request

Article summary coming soon. We are publishing the Knowledge Base in stages.

Client Portal

Where clients see shared documents

Article summary coming soon. We are publishing the Knowledge Base in stages.

Client Portal

Reading account activity as a client

Article summary coming soon. We are publishing the Knowledge Base in stages.

Owner Portal

Generating an owner report

Article summary coming soon. We are publishing the Knowledge Base in stages.

Owner Portal

Downloading a previously generated report

Article summary coming soon. We are publishing the Knowledge Base in stages.

Staff Operations

Triaging an incoming flight request

Article summary coming soon. We are publishing the Knowledge Base in stages.

Documents

Marking a document client-visible or internal

Article summary coming soon. We are publishing the Knowledge Base in stages.

Owner Workflows

Posting an owner transaction

Article summary coming soon. We are publishing the Knowledge Base in stages.

Integrations

Connecting QuickBooks for the first time

Article summary coming soon. We are publishing the Knowledge Base in stages.

Integrations

Mapping QuickBooks customers

Article summary coming soon. We are publishing the Knowledge Base in stages.

Security

Understanding role-based access

Article summary coming soon. We are publishing the Knowledge Base in stages.

Security

How company isolation works

Article summary coming soon. We are publishing the Knowledge Base in stages.