SUMMARY.md

Summary

Welcome to Rounded

• Introduction
• Overview

Invoices

• Overview
• How do I create a new invoice?
• Using the Invoice options
• How do I customise my invoices?
• Send my invoice to the client
• Can I revert sent invoices to draft?
• Remind clients about overdue invoices

Clients

• Can I add clients manually?
• How do I import client data from other systems?

Account

• Where do I manage my account?
• Can I customise my invoices and quotes?
• Can I accept payments via a credit card?
• How can I upgrade my subscription/plan?
• Can I import client data from other systems?

Quotes

• How do I send quotes to clients?

Expenses

• Overview
• Can I import expenses from an external file?
• Where do I manage expenses?
• Can I add or delete expense categories?
• How do I edit existing expense categories?

Bank feeds

• How do I connect a bank account?
• Can I add another bank account?
• How do I delete an existing bank account?
• Where can I manage my connected bank account/s?
• Can I manually import transactions?

Vendors

• Overview
• Can I add or delete existing vendor information?
• How do I edit existing vendor information?

Time Tracking

• Overview
• How do I track time against a project?
• Can I pause and restart the timer while tracking?
• Can I manually add time spent on a project?
• How do I delete time entries?

Projects

• Overview
• Where do I create a new project?

Reports

• Overview
• Can I export my report data?