Accessing your toolkit

Your toolkit allows you to:

  • Access your Xero, MYOB or QuickBooks ledgers
  • Track KPIs for your business with Analyser
  • View and sign your documents with Transact
  • Get a snapshot of your business performance with Dashboard, and
  • Convert your receipts and invoices into data with Receipt bank.

You can access Your toolkit from the Home.

Alternatively, you can access Your toolkit from the top right hand corner of the screen.

If you experience any difficulties, please contact our support team.

Have more questions? Submit a request