Allan Branch lessallan
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| LessAccounting securely connects to thousands of financial institutions worldwide and automatically imports your daily deposits and expense activity. That means no more manual data entry. Talk about a time saver! | |
| Getting set up in LessAccounting starts with creating connections to your business’ financial accounts. These can include your checking accounts, credit cards and even PayPal. | |
| The first import we perform will retrieve account data from the past few weeks up to the present date. You may decide you’d like even older transactions going back to your financial new year. This can be done with a one-time manual import. Navigate to the settings panel of LessAccounting then click “configure” by the account you wish to update, then follow the on page instructions. | |
| Congrats, your books are awesome! |
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| Resolve Possible Funds Transfers | |
| Resolve Possible Duplicates | |
| Unreconciled Transactions | |
| Tag Deposits | |
| Tag Expenses | |
| Categorize Expenses | |
| Add Deposit | |
| Add Expense | |
| Add Transfer | |
| Add Contact |
lessallan
/ Expiring CC email for LessAccounting
Created
October 10, 2013 14:20
Expiring CC email for LessAccounting
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| Subject: Credit Card Expired | |
| Hi, friend! I noticed that the credit card we have on file for you is going to expire <%= @when %>. | |
| Please update your billing information with your new credit card to avoid restrictions on your account. | |
| - Log into LessAccounting at http://tinyurl.com/cwycpa3 | |
| - Click "Settings" in the top navigation | |
| - Select "Billing Information" from the side menu | |
| - Click the "Cancel Subscription" button. This will clear your billing information. |
lessallan
/ Failed Bank Import email.
Created
October 2, 2013 17:39
This email gets sent to LessAccounting customers when we try to connect to their bank and the import failed due to the bank not accepting the username and password they've given us. They might have changed their username and password at their bank.
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| Subject: Action Needed: Re-authenticate financial account | |
| Hey <first name or friend>! | |
| We cannot import data for your financial account(s) in LessAccounting.com. | |
| Reason: your login credentials are outdated for <insert bank name> | |
| Update your credentials and your data will start importing again, here's how... |
lessallan
/ gist:6146724
Created
August 3, 2013 14:54
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| <link href="apple-touch-icon-144x144-precomposed.png" rel="apple-touch-icon" sizes="144x144"> | |
| <link href="apple-touch-icon-114x114-precomposed.png" rel="apple-touch-icon" sizes="114x114"> | |
| <link href="apple-touch-icon-72x72-precomposed.png" rel="apple-touch-icon" sizes="72x72"> | |
| <link href="apple-touch-icon-precomposed.png" rel="apple-touch-icon"> | |
| <link href="favicon.png" rel="shortcut icon"> | |
| <link href="favicon.ico" rel="icon" type="image/ico"> |
lessallan
/ badges250x250success
Created
June 25, 2013 18:53
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| <a href="http://lessaccounting.com/?utm_source=badges250x250success&utm_medium=badges250x250success&utm_campaign=badges250x250success" target="_blank"> | |
| <img src="http://lessaccounting.com/images/badges/250x250_success.jpg" /> | |
| </a> |
lessallan
/ badges250x250light
Last active
December 18, 2015 23:19
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| <a href="http://lessaccounting.com/?utm_source=badges250x250light&utm_medium=badges250x250light&utm_campaign=badges250x250light" target="_blank"> | |
| <img src="http://lessaccounting.com/images/badges/250x250_light.jpg" /> | |
| </a> |
lessallan
/ badges250x250
Last active
December 18, 2015 23:19
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| <a href="http://lessaccounting.com/?utm_source=badges250x250&utm_medium=badges250x250&utm_campaign=badges250x250" target="_blank"> | |
| <img src="http://lessaccounting.com/images/badges/250x250.jpg" /> | |
| </a> |
lessallan
/ badges150x150(2)
Created
June 25, 2013 18:49
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| <a href="http://lessaccounting.com/?utm_source=badges150x150(2)&utm_medium=badges150x150(2)&utm_campaign=badges150x150(2) | |
| " target="_blank"> | |
| <img src="http://lessaccounting.com/images/badges/150x150_success.jpg" /> | |
| </a> |
lessallan
/ badges150x150
Last active
December 18, 2015 23:09
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| <a href="http://lessaccounting.com/?utm_source=badges150x150&utm_medium=badges150x150&utm_campaign=badges150x150" target="_blank"> | |
| <img src="http://lessaccounting.com/images/badges/150x150_success.jpg" /> | |
| </a> |
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