Knowledge Base
< All Topics
Print
Reviewing the demo environment
UpdatedJuly 18, 2023
We have provided a demo account for you to familiarize your self with the Hedgi user interface. Because this is a live account in the Hedgi platform that many of our prospective users are interacting with, many of the features have been deactivated. When you click on certain tools you will see a description of the feature. If you have any questions don’t hesitate to contact a Hedgi representative.
-
Automations Tab
-
Bookkeeping Tab
- How do I categorize transactions? How does Hedgi AI?
- How do I edit my financial account information?
- How do I exclude a transaction?
- How do I get new transactions to update?
- What is a multiple match in bookkeeping automation?
- What is a single match?
- What is the account card?
- What is the automations button?
- Where can I see all of my vendors?
- Where can I see unreviewed transactions?
- Why would there be no match?
-
FAQs
- Am I able to generate 1099s?
- Am I able to send invoices and pay bills?
- How do I apply for managed services?
- How do I create an automation?
- How do I export data?
- How do I reconcile?
- What categories are you using for bookkeeping?
- What data do you use from my categorization choices?
- What is a Chart of Accounts?
- What is the Hedgi risk slider?
- Why is the bank balance not updating every day?
-
Getting Started
-
Reports Tab
-
Transactions Tab
-
Vendors Tab
