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Features

Open and Change the Budget

Learn how to open, change, or fill in the Budget.

Features

Add Client to Portfolio

Learn how to add a client to your nBanks account Portfolio.

Features

Add/Create a Document in Invoicing

Learn how to create/add a document in the Invoicing area.

Features

Add/Create a Retainer in Invoicing

Learn how to create/add a retainer in a company's Invoicing area.

Features

Add Documents to a Bank Transaction

Learn how to attach documents to a transaction in your bank statement.

Features

Add a Client/Supplier

Discover how to add a Client or Supplier to a company on the nBanks platform.

Settings

Aggregate Bank Accounts

Learn how to quickly aggregate your bank accounts in Financial Management.

Features

Allocate a User to a Company

Learn how to allocate a user to one of your client companies.

Settings

Change your nBanks Account Password

Learn how to quickly change your nBanks account password.

Settings

Change your nBanks Account Email

Learn how to quickly change the email associated with your nBanks account.

Settings

Change the Default Display Balance

Learn how to change the default balance type for viewing in bank accounts and indicators.

Settings

Delete your nBanks account

Learn how to permanently delete your nBanks account.

External Links

Associate Accountant or Financial Advisor with nBanks

Learn how to associate an accountant/financial advisor with your nBanks Plan.

Banks

Activate/Renew Consent for Access to Bank Accounts | BPI

Learn how to activate/renew consent for access to BPI bank accounts.

Banks

Activate/Renew Bank Account Access Consent | EuroBic

Learn how to activate/renew consent for accessing EuroBic bank accounts.

Banks

Activate/Renew Bank Account Access Consent | Montepio

Learn how to activate/renew consent for accessing Montepio bank accounts.

Central de Ajuda

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