How to Get Started Quickly?
Step 1: Add an account category.
This is to classify accounts. Imagine you have 1000 accounts, so you need to add different account categories.
Step 2: Add accounts(There are two ways, add accounts manually or import from csv file.)
Add an account manually:
Import accounts from a CSV file (following the format, respectively):
Step 3: Checking accounts until status shows normal
Select accounts first
Click start