Account Setup
The Excel Add-In allows users to use formulas to pull Beacon values directly into Excel spreadsheets. To download the Excel Add-In on your computer, fol...
Mon, 31 Jul, 2023 at 1:18 PM
One of the first steps to setting up your account will be to customize the data columns on the accounts page. It is important to add the important data you ...
Mon, 31 Jul, 2023 at 1:22 PM
This video overviews how to add edit and remove columns from the Transactions Page in Beacon Finance. The Display Transactions screen can show an extensi...
Mon, 31 Jul, 2023 at 1:34 PM
Users can customize their user accounts in a variety of ways User Profile Settings To update your global settings, navigate to the User profile page...
Wed, 30 Aug, 2023 at 12:10 PM