Punch Ledger
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Frequently asked questions
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Getting started
What is Punch Ledger?
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Do I need any accounting knowledge to use Punch Ledger?
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How do I get started?
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Is there a mobile app?
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Billing & plans
Can I change plans at any time?
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What payment methods do you accept?
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What happens to my data if I cancel?
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Is there a free trial for paid plans?
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Do annual plans auto-renew?
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Expense tracking
How does receipt scanning work?
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Can I categorize expenses by project?
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Can I import expenses from a spreadsheet?
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How does line-item cost tracking work?
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What is Price History and how do I use it?
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What are expense categories?
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Payroll
Does Punch Ledger handle payroll taxes?
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Can I track different pay rates for different projects?
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How do I add employees?
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Bank sync
Which banks are supported for reconciliation?
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How do I reconcile a transaction?
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Multi-company
Can I manage multiple companies from one login?
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Do team members see all companies?
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Dashboard & widgets
What is the dashboard?
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How does the date range filter work?
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How do I add a widget?
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How do I move or resize a widget?
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How do I remove a widget?
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How do I configure a widget?
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What is the Financial Summary widget?
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What is the Income vs Expenses widget?
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What is the P&L by Project widget?
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What is the Top Vendors by Spend widget?
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What is the Expenses by Category widget?
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What is the Invoice Status widget?
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Why is a widget showing no data?
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Does the dashboard date range affect report pages?
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Invoices & quotes
How do I create an invoice?
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How do I send an invoice to a client?
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How do I record a payment on an invoice?
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What is a quote and how is it different from an invoice?
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How do I convert a quote to an invoice?
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Can I customize the invoice design?
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Vendors
How do I add a vendor?
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Can I merge duplicate vendor records?
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How do I see how much I've spent with a vendor?
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Work planning
What is the Plan Work page?
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How do I assign an employee to a project for a day?
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Can I set a different pay rate for a specific day?
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How do I copy a schedule to the next day?
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How does Plan Work connect to payroll?
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Reports
What reports are available?
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How do I run a Profit & Loss report?
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What is AR Aging?
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How does the Payroll report work?
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Can I export reports to PDF?
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Do reports update in real time?
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AI assistant
What can the AI assistant do?
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How do I connect WhatsApp to Punch Ledger?
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What commands does the WhatsApp AI understand?
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Can I customize the AI for my business?
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Is my data sent to a third-party AI service?
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Security
How is my data protected?
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Is Punch Ledger SOC 2 compliant?
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Can I control what team members can see?
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