Get help & raise a request

Raise a request from any help page or the floating ? — it opens a ticket our team works, tracked under My requests with the whole conversation attached.

Stuck, found a bug, or missing a feature? Raise it from inside the app — your request opens a ticket our team works, and the whole conversation stays attached to it.

Raise a request
Tap Raise a request — it’s on every help page, in the floating ? help, and under Profile → Support. Describe what happened; the page you were on travels with it.
Track it under My requests
My requests lists your tickets with status and replies — add a comment any time and we’ll see it.

We aim to reply within one working day. If something in this help book is unclear or wrong, say so in the ticket — the article gets fixed, not just your answer.

Custom fields on your records

Add your own fields — 15 types across invoices, expenses, items, payments, clients and deals. Mark them required, validate with a pattern, and choose whether they show on the invoice PDF or the portal. They ride a stable api name into the report builder, the API and CSV exports.

Modules & plans — run only what you need

Turn modules on and off from one switchboard, discover the rest in the Explore panel, request locked ones, and understand Trial, Managed and Beta states.

India, Australia & the US

Three tax systems in one platform: India GST/TDS (live), Australia Tax Invoices with ABN, GST-free lines and PayID/BSB + Spam Act (early access), and US named sales-tax rates you define + CAN-SPAM/TCPA/CCPA + 1099 (early access).

Get help & raise a request

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