FAQ
Quick answers to common questions about MyCompanyDesk. Each entry mirrors what the in-app chatbot answers.
- Accountant access
- Add customer
- Add Line Item
- Add logo
- Add VAT number
- Api keys
- Automatic Reminders
- Bank details
- Billing and subscription help
- Bookkeeping without an accountant
- Plans and pricing
- Bulk actions
- Bulk Delete
- Cancel invoice
- Change all prices at once
- Change your address
- Change currency
- Change Date Format
- Change email
- Change language
- Change password
- Change PDF Style
- Company setup
- Convert a quote to an invoice
- Create contract
- Create Expense
- Create invoice
- Create a project
- Create quote
- Credit Note
- Customer collections
- Customer fields
- Customer merge
- Customer Payment History
- Dark mode
- Data backup
- Delete account
- Delete Customer
- Delete expense
- Delete an invoice
- Discount invoice
- Duplicate Expense
- Duplicate invoice
- Edit a customer
- Edit expense
- Edit Invoice
- Edit quote
- Edit a recurring invoice
- Email template
- Enable Quotes
- Expense category
- Automatic recurring expenses
- Expense split
- Expense Tax Deductible
- Export data
- Export to PDF
- Failed invoice email
- Find Archived Customers
- Find archived expenses
- Find archived invoices
- Find archived quotes
- Find Customer
- Find deleted customers
- Find deleted expenses
- Find deleted invoices
- Find Deleted Quotes
- Find page
- Import data
- Invoice due date
- Invoice Notes
- Invoice number
- Invoice preview
- Invoice status
- Keyboard Shortcuts
- Login issues
- Mark an expense as paid
- Mark invoice paid
- Mobile Access
- Multi currency
- Notification settings
- Outstanding amount
- Overdue Invoices
- Partial payment
- Payment methods
- Preview quote
- Profit Loss
- Quick search
- Quote numbering
- Quote status
- Quote Validity
- Recurring setup
- Reports overview
- Reverse charge
- Search Expenses
- Search invoices
- Send an invoice by email
- Send quote
- Send Reminder
- Stop recurring
- Team access
- Team permissions
- Two Factor Auth
- Upload receipt
- Use the dashboard
- Vat on invoice
- VAT Return
- View charts
- Year overview