Admins

Transactions

• Transaction Notes
• Transaction Tagging
• Receipt Upload
• Transaction history

General

• Account Handover - Incoming Owner
• Account Handover - Outgoing Owner
• Closing an Account

Onboarding

• Opening an account
• Application status
• EIN
• Incorporation
• Identification
• Social Security Number

Banking

• On-hold Balance
• Transfer to Cards
• Outgoing Wire Transfers
• Incoming ACH Transfers
• Incoming Wire Transfers
• Cash deposit

Debit Cards

• Cash Withdrawal
• General
• Digital Cards
• Physical Cards

Payment Collection

Plans

• Custom
• Pro

Managing Chapters

• Chapter Tracker

Integrations

• Stripe
• Quickbooks

Tax Reporting

• Form 8822-B
• Form 990-EZ
• Form 990-N

Per Diem Accounts

• Per Diem Cards
• Adding Funds

Managing Contacts

• Adding Contacts
• Tags
• Managing roles and account handovers

Log in

• Passkey
• Troubleshooting