How to use the Accountant Module from the App

1. Go to Menu;
2. Click on Accountant.

Here you will be able to upload files, check tasks (ongoing and completed) and communicate with your accountant.

To communicate or create a task with your accountant

1. On the top right corner, click on “+” to initiate a new conversation;
2. Add a title;
3. Choose a category - Expenses, Bank statements, Invoices or Other;
4. Write your message;
5. Submit.

Messages and tasks can be accessed at any time from the main view of the accountant module.

To upload a file

1. Click on the “Upload” button in the main view;
2. Choose a file category;
3. Select the origin of the file: your gallery, take a photo, or attach a file;
4. Click on Upload.