Account, billing and activity log
Three screens that look after the account itself: your sign-in, your plan and bills, and a record of every change that moves money.
How do I see my plan, bills and who changed what?
- My account shows who you are signed in as and lets you change your password.
- Billing shows your plan, how many people use it, and every charge with whether it was paid.
- What was done lists every change that moves money — who, what and when. Filter by person to see one person's work.
Good to know
- Names and roles are set by the owner in People, so nobody can quietly rename who did what.
- Plans are priced by a band of people, not per seat.
Where to find it
- Setup › My account — try it in the demo (opens in a new tab)
- Setup › Billing — try it in the demo (opens in a new tab)
- Setup › What was done — try it in the demo (opens in a new tab)
Read the video transcript
Three screens under Setup look after the account itself: My account, Billing, and What was done. My account shows who you are signed in as, your role, and the email a reset link goes to. Names and roles are set by the owner in People, so nobody can quietly rename who did what. Change your password here.
Current one first, then the new one — length beats symbols. Demo accounts sign in with a button and have no password, so we will leave this one alone. Now Billing. At the top: your plan, how many people use it, and whether anything is owed.
This demo agency is on Starter: three people out of five, $79 a month — and one bill is overdue. Plans are priced by a band of people, not per seat, so bringing in the whole team costs nothing extra. Below is every charge so far, with the dates it covers and whether it was paid. In the demo, card payment is switched off, so nothing here can charge you.
What was done keeps a record of every change that moves money. Let's make one and watch it land. Green Bay Fastener sent a corrected PO number for invoice INV-40298. Open it and fix it.
Save. Now open What was done. The newest line is ours: Dana Cole changed the invoice just now, with the commission it carries. Filter by person to see only what one person did.
Earlier today Dana also moved lists over. Months later, you can still see who did it, and when.