Useful tips & tricks

 

Work with multiple banks and bank accounts: 6 tips & tricks

Work with
filters

Plan
your reports

Define the default view when logging into Isabel 6

Up-to-date account
information (intraday)

Add a bank or a bank account in my subscription

Totals in your
account information

Entering payments

Create a
group payment

Hide details in
group payments

Work with
templates

Clone
payments

Account information

Quickly search
transactions

Up-to-date account
information (intraday)

Totals in your
account information

Plan
your reports

Sent Transactions

How to stop or change
a sent transaction

Who did what
in Isabel 6 (Audit Trail)