Create or Edit an Organization on Mobile

Step 1. Open menu bar.

Step 2. Under ‘Other’ select ‘Organization Expenses’. This will take you to your organization’s page.

Step 3. Click on the blue pencil edit icon in the top right corner.

Step 4. Enter or edit your organization's details.

  • Note: Once this is set up you can associate expenses, reminders, notes, and documents that don’t necessarily belong to any particular property with the organization. 


Go to "Settings" via the more button on the bottom menu bar (iOS) and then click on "Organization Profile"

Edit an Organization on Desktop

Step 1. Navigate to Organization and hit Edit Organization. Edit as required and hit Save.

Did this answer your question?