Help A-Z

A

ABO — Shop & orders
About the app — IDup app (iOS & Android)
Accept an invitation — Getting started
Accept appointment — Connect your team & customers
Access control — Team, permissions & API
Accounting — Accounting & taxes
Active sessions and devices — Account, security & privacy
Activity log — Account, security & privacy
Add a customer — Customers & sales
Add a customer and a contact — Customers & sales
Add a user — Team, permissions & API
Add another company — Plans & billing
Additional company — Plans & billing
Affiliates — Customers & sales
Agency — Tax advisors & trustees
Agenda — Projects, tasks & time
AI accounting — Accounting & taxes
AI accounting: receipts read and booked for you — Accounting & taxes
AI assistant — AI, chatbot & inbox
AI call logs and voice — AI, chatbot & inbox
AI calls — AI, chatbot & inbox
AI Studio — AI, chatbot & inbox
AI Studio: what is in it — AI, chatbot & inbox
AI tools — AI, chatbot & inbox
AI writer — AI, chatbot & inbox
AI writing and content tools — AI, chatbot & inbox
Alerts — Connect your team & customers
Analytics — Reports, automation & integrations
Android — IDup app (iOS & Android)
Announcements — Reports, automation & integrations
Annual accounts — Accounting & taxes
API — Team, permissions & API
API guide — Team, permissions & API
API key — Team, permissions & API
API keys and the API — Team, permissions & API
App — IDup app (iOS & Android)
App errors — IDup app (iOS & Android)
App login — IDup app (iOS & Android)
App Store — IDup app (iOS & Android)
App support — IDup app (iOS & Android)
App update — IDup app (iOS & Android)
App version — IDup app (iOS & Android)
Appointments — Connect your team & customers
Appointments — Projects, tasks & time
Appointments with connected people — Connect your team & customers
Approve hours — Connect your team & customers
Area picker — Getting started
Areas — Getting started
Article wizard — AI, chatbot & inbox
Ask AI — AI, chatbot & inbox
Asset register — Operations & industry tools
Assets — Private accounts
Assets — Operations & industry tools
Assets and property in a private account — Private accounts
Attach a receipt — Accounting & taxes
Attachments — Connect your team & customers
Attendance — Operations & industry tools
Attendance — Projects, tasks & time
Audit log — Account, security & privacy
Automatic booking — Accounting & taxes
Automatic e-mails — Marketing & campaigns
Automation — Marketing & campaigns
Automation — Reports, automation & integrations
Availability — Connect your team & customers

B

Backup — Account, security & privacy
Backup — Reports, automation & integrations
Balance sheet — Accounting & taxes
Bank account — Accounting & taxes
Banners — Marketing & campaigns
Basic — Private accounts
Basic account — Connect your team & customers
Bell — Account, security & privacy
Bill of materials — Operations & industry tools
Billable expense — Accounting & taxes
Billable hours — Projects, tasks & time
Billing — Plans & billing
Biometric login — IDup app (iOS & Android)
Booking page — Connect your team & customers
Bookkeeping — Accounting & taxes
Bot training — AI, chatbot & inbox
Branches — Team, permissions & API
Brand voice — AI, chatbot & inbox
Bulk e-mail — Marketing & campaigns
Bulk invite — Connect your team & customers
Business — Plans & billing

C

Calendar — Connect your team & customers
Calendar — Projects, tasks & time
Call logs — AI, chatbot & inbox
Call logs — Customers & sales
Callbacks — Projects, tasks & time
Camera — IDup app (iOS & Android)
Campaigns — Marketing & campaigns
Cancel — Plans & billing
Cancel or change your plan — Plans & billing
Cancellation — Plans & billing
Capture receipts without AI — Accounting & taxes
Card payment — Invoicing & payments
Cash — Accounting & taxes
Cash, bank accounts and money in and out — Accounting & taxes
Catalogue — Shop & orders
Change or reset your password — Account, security & privacy
Change password — Account, security & privacy
Chart of accounts — Accounting & taxes
Chase an unpaid invoice — Invoicing & payments
Chase payment — Invoicing & payments
Chat — Connect your team & customers
Chat inside your company — Customers & sales
Chatbot — AI, chatbot & inbox
Chatbots on your website and in WhatsApp — AI, chatbot & inbox
Checklist — Projects, tasks & time
Checklist — Team, permissions & API
Choose and change your plan — Plans & billing
Choose and switch your area — Getting started
Client intake — Tax advisors & trustees
Client portal — Customers & sales
Client portal app — IDup app (iOS & Android)
Close the year — Accounting & taxes
Closing — Accounting & taxes
Commission — Customers & sales
Connect an external shop — Shop & orders
Connected people — Connect your team & customers
Connections — Connect your team & customers
Consolidation — Operations & industry tools
Contacts — Customers & sales
Content — AI, chatbot & inbox
Contract — Invoicing & payments
Contract addendum — Operations & industry tools
Conversation — Connect your team & customers
Conversations — AI, chatbot & inbox
Cookies — Account, security & privacy
Counter sales — Customers & sales
Country profiles — Tax advisors & trustees
Create an estimate, a proposal or a contract — Invoicing & payments
Create an invoice — Invoicing & payments
Create and send an invoice — Invoicing & payments
Create your IDup account — Getting started
Creative Suite — AI, chatbot & inbox
Credit note — Invoicing & payments
CSV — Account, security & privacy
Customer app — IDup app (iOS & Android)
Customer groups — Customers & sales
Customer portal — Customers & sales
Customers — Customers & sales

D

Dashboard — Reports, automation & integrations
Dashboards and widgets — Reports, automation & integrations
Data export — Account, security & privacy
Deadlines — Tax advisors & trustees
Deals — Customers & sales
Debit note — Operations & industry tools
Decline appointment — Connect your team & customers
Delivery note — Invoicing & payments
Departments — Team, permissions & API
Depreciation — Private accounts
Depreciation — Operations & industry tools
Devices — Account, security & privacy
Devices — Operations & industry tools
Diagrams — Documents & files
Digital mail — Private accounts
Disconnect — Connect your team & customers
Document vault — Documents & files
Documentation — Documents & files
Documents — Documents & files
Domain manager — Reports, automation & integrations
Downgrade — Plans & billing
Download link — Documents & files
Download my data — Account, security & privacy
Download the app — IDup app (iOS & Android)
DPA — Account, security & privacy
Drivers — Operations & industry tools
Dunning — Invoicing & payments

E

E-commerce — Shop & orders
E-mail log — Marketing & campaigns
E-mail notifications — Account, security & privacy
E-mail templates — Marketing & campaigns
E-mail templates and the mail IDup sends — Marketing & campaigns
Employee access — Connect your team & customers
Employees — Team, permissions & API
Enterprise — Plans & billing
Equipment — Operations & industry tools
ESR reference — Accounting & taxes
Essential — Tax advisors & trustees
Estimate — Invoicing & payments
Events — Reports, automation & integrations
Expense — Accounting & taxes
Expense report — Reports, automation & integrations
Expenses — Accounting & taxes
Export — Account, security & privacy
Export your data — Account, security & privacy
External shop — Shop & orders
Extra users — Plans & billing
Extra users, companies, tax clients and mandates — Plans & billing

F

Face ID — IDup app (iOS & Android)
Facebook — AI, chatbot & inbox
Family members — Private accounts
Family members in a private account — Private accounts
Features — Team, permissions & API
Feedback — Marketing & campaigns
File sharing — Documents & files
Files — Documents & files
Filing — Accounting & taxes
Financial statements — Accounting & taxes
Find your way around the workspace — Getting started
Fixed assets and equipment — Operations & industry tools
Fleet — Operations & industry tools
Fleet management — Operations & industry tools
Forgot password — Account, security & privacy
Forms — Marketing & campaigns
Free account — Connect your team & customers
Free plan — Private accounts
Free times — Connect your team & customers
Free trial — Plans & billing
Fuel — Operations & industry tools

G

GDPR — Account, security & privacy
GDPR — Account, security & privacy
Get help from inside the app — IDup app (iOS & Android)
Getting started — Team, permissions & API
Goals — Projects, tasks & time
Goals, objectives and staff workload — Projects, tasks & time
Goods receipt — Operations & industry tools
Google Drive — Documents & files
Google Play — IDup app (iOS & Android)
GraphQL — Reports, automation & integrations
Group companies — Plans & billing

H

Help articles — Documents & files
Helpdesk — Customers & sales
History — Account, security & privacy
Hours — Connect your team & customers
Household — Private accounts
How accounting works in IDup — Accounting & taxes
HR — Operations & industry tools
HR, payroll and recruitment — Operations & industry tools

I

ICS — Connect your team & customers
Ideas — Documents & files
Ideas, boards and visual thinking — Documents & files
IDup AI — AI, chatbot & inbox
IDup Shop — Shop & orders
Import — Reports, automation & integrations
Imprint — Account, security & privacy
Inbox — AI, chatbot & inbox
Inspections — Operations & industry tools
Instagram — AI, chatbot & inbox
Instagram — AI, chatbot & inbox
Install — IDup app (iOS & Android)
Install the IDup app — IDup app (iOS & Android)
Institutional — Tax advisors & trustees
Integration key — Team, permissions & API
Integrations — Reports, automation & integrations
Internal chat — Customers & sales
Inventory — Operations & industry tools
Inventory of what you own — Private accounts
Invitation — Connect your team & customers
Invitation link — Connect your team & customers
Invitations — Connect your team & customers
Invite — Connect your team & customers
Invite a customer or an employee — Connect your team & customers
Invoice — Invoicing & payments
iOS — IDup app (iOS & Android)

J

Journal — Accounting & taxes

K

Keep a customer posted on their order — Connect your team & customers
Keep the app up to date — IDup app (iOS & Android)
Keep your private accounts and file your tax — Private accounts
Knowledge base — Documents & files
KPIs — Reports, automation & integrations

L

Landing pages — Marketing & campaigns
Landing pages, popups and banners — Marketing & campaigns
Landlord — Operations & industry tools
Language — Getting started
Lead finder — Customers & sales
Lead scoring — Customers & sales
Leads — Customers & sales
Leave — Operations & industry tools
Ledger — Accounting & taxes
Legal — Account, security & privacy
Let connected people book an appointment themselves — Connect your team & customers
Letterbox — Private accounts
Limits — Plans & billing
Locale — Getting started
Logged in devices — Account, security & privacy
Login code — Getting started
Logistics — Operations & industry tools
Logistics and shipping — Operations & industry tools
Logs — Reports, automation & integrations
Loyalty — Marketing & campaigns

M

Mail not arriving — Marketing & campaigns
Mailbox — Customers & sales
MailFlow — Marketing & campaigns
Mailing list — Marketing & campaigns
Manage leads — Customers & sales
Manage mandates and their periods — Tax advisors & trustees
Manage tax clients — Tax advisors & trustees
Manage your team — Team, permissions & API
Mandates — Tax advisors & trustees
Mandates — Tax advisors & trustees
Manufacturing — Operations & industry tools
Mark as paid — Invoicing & payments
Marketing — Marketing & campaigns
Marketing automation and campaigns — Marketing & campaigns
Marketing planner — Marketing & campaigns
Mechanics — Operations & industry tools
Media — Reports, automation & integrations
Media library — Documents & files
Meeting links — Projects, tasks & time
Meetings — Projects, tasks & time
Memberships — Marketing & campaigns
Memberships — Shop & orders
Menu — Getting started
Merge customers — Customers & sales
Messages — Connect your team & customers
Messages between a company and a connected person — Connect your team & customers
Messenger — AI, chatbot & inbox
MFA — Team, permissions & API
Mind map — Customers & sales
Mind map — Documents & files
Missing menu item — Team, permissions & API
Modules — Team, permissions & API
Modules: what is switched on in your workspace — Team, permissions & API
Multiple companies — Plans & billing
Mute — Connect your team & customers
My account — Getting started
My tax advisor — Tax advisors & trustees
My trustee — Tax advisors & trustees

N

Navigation — Getting started
New version — IDup app (iOS & Android)
Newsletter — Marketing & campaigns
Newsletters and bulk e-mail — Marketing & campaigns
No connection — IDup app (iOS & Android)
Notes — Documents & files
Notice period — Plans & billing
Notification preferences for all of IDup — Account, security & privacy
Notifications — Account, security & privacy
Notifications — Connect your team & customers

O

Objectives — Projects, tasks & time
OCR — Accounting & taxes
OCR — IDup app (iOS & Android)
Offer — Invoicing & payments
Offline — IDup app (iOS & Android)
OKR — Projects, tasks & time
Omni sales — Customers & sales
Omni sales and the point of sale — Customers & sales
Onboarding — Team, permissions & API
Onboarding staff — Operations & industry tools
One login — Getting started
One password — Connect your team & customers
One password for your IDup account and your employee access — Connect your team & customers
Online booking — Connect your team & customers
Online payment — Invoicing & payments
Opening balance — Accounting & taxes
Order again — Connect your team & customers
Order history — Connect your team & customers
Order history — Shop & orders
Order status — Connect your team & customers
Order status — Shop & orders
Order updates — Connect your team & customers
Orders — Shop & orders
Orders and their status — Shop & orders
Overdue — Plans & billing
Overdue invoice — Invoicing & payments
Overview screen — Reports, automation & integrations

P

Packages — Operations & industry tools
Packing list — Operations & industry tools
Page builder — Marketing & campaigns
Part payment — Invoicing & payments
Password — Account, security & privacy
Password — Connect your team & customers
Password reset — Connect your team & customers
Pay online — Invoicing & payments
Payment — Invoicing & payments
Payment gateway — Invoicing & payments
Payment link — Invoicing & payments
Payment method — Invoicing & payments
Payment method — Plans & billing
Payment reminder — Plans & billing
Payment slip — Accounting & taxes
Payouts — Customers & sales
Payroll — Operations & industry tools
Payslips — Operations & industry tools
Periods — Tax advisors & trustees
Permissions — Team, permissions & API
Personal account — Connect your team & customers
Photograph a receipt — IDup app (iOS & Android)
Pickup — Operations & industry tools
Pipeline — Customers & sales
Plagiarism — AI, chatbot & inbox
Plans — Plans & billing
Platform overview — Getting started
Plus — Private accounts
Point of sale — Customers & sales
Points — Marketing & campaigns
Popups — Marketing & campaigns
Portal access — Customers & sales
POS — Customers & sales
POS — Shop & orders
Postbox — Private accounts
Preferences — Account, security & privacy
Premium — Private accounts
Prepare and file a tax return — Accounting & taxes
Privacy — Account, security & privacy
Privacy, cookies and the legal documents — Account, security & privacy
Private accounting — Private accounts
Private app — IDup app (iOS & Android)
Private bookkeeping — Private accounts
Private plans — Private accounts
Private plans: Basic, Plus and Premium — Private accounts
Product variations — Shop & orders
Production — Operations & industry tools
Products — Shop & orders
Professional — Tax advisors & trustees
Profit and loss — Accounting & taxes
Project status — Projects, tasks & time
Project status notification — Connect your team & customers
Project templates — Projects, tasks & time
Project updates — Connect your team & customers
Projects — Projects, tasks & time
Projects, and what your customer sees of them — Projects, tasks & time
Property — Private accounts
Property — Operations & industry tools
Property management — Operations & industry tools
Proposal — Invoicing & payments
Purchase order — Operations & industry tools
Purchasing — Operations & industry tools
Purchasing and suppliers — Operations & industry tools
Push notifications — Connect your team & customers

Q

QR code invoice — Accounting & taxes
QR codes — Reports, automation & integrations
QR scanner — Operations & industry tools
QR-IBAN — Accounting & taxes
Questionnaire — Marketing & campaigns
Quote — Invoicing & payments

R

Read a receipt — Accounting & taxes
Real estate — Private accounts
Real estate — Operations & industry tools
Receipt scan — IDup app (iOS & Android)
Receipts — Accounting & taxes
Receipts for IDup — Plans & billing
Record a payment — Invoicing & payments
Record an expense and charge it on — Accounting & taxes
Record and approve working hours — Connect your team & customers
Recruitment — Operations & industry tools
Recurring billing — Invoicing & payments
Recurring expense — Accounting & taxes
Recurring invoice — Invoicing & payments
Referrals — Customers & sales
Registration — Getting started
Reminder — Invoicing & payments
Reminders — Projects, tasks & time
Remove a user — Team, permissions & API
Remove device — IDup app (iOS & Android)
Rent requests — Operations & industry tools
Repairs — Operations & industry tools
Report a problem — IDup app (iOS & Android)
Report builder — Reports, automation & integrations
Reports — Reports, automation & integrations
Reports — Accounting & taxes
Reports and report builders — Reports, automation & integrations
Reset password — Account, security & privacy
Resource booking — Projects, tasks & time
Retainer — Invoicing & payments
Retry — IDup app (iOS & Android)
Rewriter — AI, chatbot & inbox
Rights — Team, permissions & API
Roadmap — Projects, tasks & time
Roles — Team, permissions & API
Roles and permissions — Team, permissions & API
Routings — Operations & industry tools
Rules — Reports, automation & integrations
Run meetings and video calls — Projects, tasks & time

S

Sales agents — Customers & sales
Sales agents, commissions and affiliates — Customers & sales
Sales channels — Customers & sales
Sales report — Reports, automation & integrations
Scan a receipt — IDup app (iOS & Android)
Scan a receipt with the camera — IDup app (iOS & Android)
Scanned post — Private accounts
Scheduling — Projects, tasks & time
Scheduling posts — AI, chatbot & inbox
Seats — Plans & billing
Second company — Plans & billing
Second person — Private accounts
Segments — Marketing & campaigns
Self-booking — Connect your team & customers
Send a letter — Private accounts
Send an invoice — Invoicing & payments
Send documents to my accountant — Tax advisors & trustees
SEO tool — AI, chatbot & inbox
Service contracts — Operations & industry tools
Service management — Operations & industry tools
Service orders — Operations & industry tools
Service requests — Customers & sales
Services — Operations & industry tools
Sessions — Account, security & privacy
Set up access — Getting started
Set your language — Getting started
Setup — Team, permissions & API
Share a file — Documents & files
Share files with customers and partners — Documents & files
Shared account — Private accounts
Shared inbox — AI, chatbot & inbox
Shipping — Operations & industry tools
Shipping — Shop & orders
Shop — Shop & orders
Shop connection — Shop & orders
Shopify — Shop & orders
Sidebar — Getting started
Sign in — Getting started
Sign in to the app, and switch areas — IDup app (iOS & Android)
Sign in with an email code — Getting started
Sign out — IDup app (iOS & Android)
Sign out everywhere — Account, security & privacy
Sign up — Getting started
Sketchboard — Documents & files
SLA — Customers & sales
SMTP — Marketing & campaigns
Social analytics — AI, chatbot & inbox
Social media — AI, chatbot & inbox
Social media: posts, agents and analytics — AI, chatbot & inbox
Solo — Tax advisors & trustees
Spreadsheets — Documents & files
Staff — Team, permissions & API
Standing order — Invoicing & payments
Starter — Plans & billing
Stock — Operations & industry tools
Stock take — Operations & industry tools
Subscription — Plans & billing
Subscription — Invoicing & payments
Subscription invoices — Plans & billing
Subscription products — Shop & orders
Subscription shop — Shop & orders
Subscriptions and recurring billing — Invoicing & payments
Supplier cost — Accounting & taxes
Supplier invoice — Operations & industry tools
Suppliers — Operations & industry tools
Support — Customers & sales
Support tickets — Customers & sales
Surveys — Marketing & campaigns
Surveys, feedback and loyalty — Marketing & campaigns
Swiss QR bill — Accounting & taxes
Switch company — Getting started
Switch on a module — Team, permissions & API
Switch push notifications on or off, by category — Connect your team & customers

T

Take payment online — Invoicing & payments
Targets — Projects, tasks & time
Task templates — Projects, tasks & time
Tasks — Projects, tasks & time
Tasks, checklists and to-dos — Projects, tasks & time
Tax advisor — Tax advisors & trustees
Tax advisor plans: Solo, Team and Agency — Tax advisors & trustees
Tax archive — Accounting & taxes
Tax clients — Tax advisors & trustees
Tax clients — Tax advisors & trustees
Tax declaration — Accounting & taxes
Tax filing — Private accounts
Tax report — Accounting & taxes
Tax return — Private accounts
Tax return — Accounting & taxes
Tax returns — Tax advisors & trustees
Team — Team, permissions & API
Team — Tax advisors & trustees
Team chat — Customers & sales
Teams — Team, permissions & API
Telegram — AI, chatbot & inbox
Telephony — AI, chatbot & inbox
Tell a customer when a project moves — Connect your team & customers
Tell the customer — Connect your team & customers
Tenants — Operations & industry tools
Terms — Account, security & privacy
Test period — Plans & billing
The 30-day trial, and what happens after it — Plans & billing
The app if you are a customer or a private user — IDup app (iOS & Android)
The audit log — Account, security & privacy
The calendar and appointments — Projects, tasks & time
The customer portal — Customers & sales
The digital letterbox — Private accounts
The document vault — Documents & files
The Getting started checklist — Team, permissions & API
The IDup Shop — Shop & orders
The knowledge base, the wiki and notes — Documents & files
The shared inbox — AI, chatbot & inbox
The subscription shop (IDup Shop ABO) — Shop & orders
The Swiss QR bill — Accounting & taxes
Tickets — Customers & sales
TikTok — AI, chatbot & inbox
Time tracking — Connect your team & customers
Time tracking — Projects, tasks & time
Timer — Connect your team & customers
Timer — Projects, tasks & time
Timesheet — Connect your team & customers
Timesheets — Projects, tasks & time
To-do — Projects, tasks & time
Tokens — Team, permissions & API
Touch ID — IDup app (iOS & Android)
Tour guide — Documents & files
Track shipment — Connect your team & customers
Track time on projects and tasks — Projects, tasks & time
Tracking number — Connect your team & customers
Transfer — Accounting & taxes
Translation — Getting started
Trial — Plans & billing
Triggers — Reports, automation & integrations
Trust mandate — Tax advisors & trustees
Trust services — Tax advisors & trustees
Trustee — Tax advisors & trustees
Trustee plans: Essential, Professional and Institutional — Tax advisors & trustees
Two-factor — Getting started

U

UID — Plans & billing
UID — Plans & billing
Unsubscribe — Marketing & campaigns
Update — IDup app (iOS & Android)
Upgrade — Plans & billing
Upload a receipt — Accounting & taxes
Use IDup AI — AI, chatbot & inbox
Utilities — Reports, automation & integrations
Utilities and housekeeping — Reports, automation & integrations

V

VAT — Accounting & taxes
VAT and the financial reports — Accounting & taxes
Vehicle maintenance — Operations & industry tools
Vehicles — Operations & industry tools
Vendors — Operations & industry tools
Verification code — Getting started
Video call — Projects, tasks & time
Video library — Documents & files
Voice — AI, chatbot & inbox
Voice bot — AI, chatbot & inbox

W

Wallet — Accounting & taxes
Warehouse — Operations & industry tools
Warehouse and inventory — Operations & industry tools
Warranty — Operations & industry tools
Web to lead — Customers & sales
Webhooks — Reports, automation & integrations
Webhooks and connecting other systems — Reports, automation & integrations
Website chat — AI, chatbot & inbox
What customers see — Customers & sales
What IDup connections are — Connect your team & customers
What IDup is, and how it is put together — Getting started
WhatsApp — AI, chatbot & inbox
WhatsApp bot — AI, chatbot & inbox
When the app has no signal — IDup app (iOS & Android)
Whiteboard — Customers & sales
Whiteboard — Documents & files
Who changed what — Account, security & privacy
Widgets — Reports, automation & integrations
Wiki — Documents & files
WooCommerce — Shop & orders
Work centers — Operations & industry tools
Work with a tax advisor or a trustee — Tax advisors & trustees
Workflow automation — Reports, automation & integrations
Workflows — Reports, automation & integrations
Workload — Projects, tasks & time
Workload — Projects, tasks & time
Workshop — Operations & industry tools
Workshops and repair jobs — Operations & industry tools
Workspaces — Getting started
Workspaces — Team, permissions & API

Y

Year-end — Accounting & taxes
Your free private account — Connect your team & customers
Your IDup invoices and payment method — Plans & billing
YouTube — AI, chatbot & inbox

Z

Zoom — Projects, tasks & time

#

2FA — Getting started
30 days — Plans & billing

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

Y

Z

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All-in-One Accounting, Payroll & Digital Finance — Simplified

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