How to add a workspace

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.

Proyectos y Espacios de trabajo

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

Cómo acceder a Ajustes

Then select the Workspaces section:

Sección de espacios de trabajo

In this section, you can also edit the reconciliation data that will be used to identify the invoices you scan from Receipts and Payments. 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:

Edit invoice reconciliation data