Banktrack
FeedbackChangelog
English
English
  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
    • Privacy
    • Plans and pricing
Con tecnología de GitBook
En esta página

¿Te fue útil?

  1. SETTINGS

How to add a workspace

AnteriorHow to add additional usersSiguienteHow to manage my Banktrack subscription

Última actualización hace 8 meses

¿Te fue útil?

Workspaces allow you to organize your finances for different companies or projects in completely independent dashboards, each with its own banks, users, categories, dashboards, etc.

From a single account, you can access your different workspaces and projects without needing to create multiple accounts in Banktrack.

Remember that if you want to create a consolidated dashboard for your different companies/banks, you’ll need to add all your banks and companies into the same workspace to combine them.

In this section, you can create and edit your workspaces. To access this section, follow these steps:

Then select the Workspaces section:

In this section, you can also edit the reconciliation data that will be used to identify the invoices you scan from . It’s important to correctly define this data so that the system can achieve a higher accuracy rate. You can do this by clicking the 🏬 icon of your workspace:

⚙️
Receipts and Payments
Proyectos y Espacios de trabajo
Cómo acceder a Ajustes
Sección de espacios de trabajo
Edit invoice reconciliation data