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Rounded on Mobile
Everything you need to know about how to use Rounded's Android, iOS and Mobile Web apps
By Michelle1 author78 articles
What’s on the dashboard? [Mobile]A look at Rounded's mobile app dashboard
How to subscribe to a plan [Mobile]Choosing a subscription plan on a mobile browser
How to update my subscription/plan [Mobile]How to change your Rounded subscription plan on a mobile browser
Update subscription plans from yearly to monthly plan [Mobile]Change to a monthly plan from an annual plan on a mobile browser
Manage your account settings [Mobile]Managing account settings on the mobile app
Manage business details [Mobile]Edit your business details on the mobile app
Updating credit card information [Mobile]How to update your credit card information via the mobile app
Billing history and receipts for Rounded subscription payments [Mobile]Where to find billing history and receipts for Rounded subscription payments on a mobile browser
Changing Rounded account email [Mobile]How to change your Rounded account email/username on the mobile app
Display only your business name in invoices/quotes [Mobile]Displaying your business name in invoices/quotes on the mobile app
Smart Notifications [Mobile]How to set notifications received from Rounded on the mobile app
Changing payment terms [Mobile]How to change payment terms on the mobile app
Adding Quarterly PAYG contributionHow to add quarterly PAYG contributions
Change/reset your Rounded password [Mobile]Changing your Rounded password on the mobile app
How to cancel your Rounded subscription [Mobile]Cancelling your Rounded subscription via mobile browser
Format text using MarkdownHow to use Markdown to further customise your quotes and invoices
Share the link of invoices/quotes to clients [Mobile]How to share the link of invoices/quotes to clients via the mobile app
How to edit sent/accepted quotes [Mobile]Editing sent/accepted quotes via the mobile app
Display client's address on the invoice [Mobile]How to display client's address on an invoice/quote via the mobile app
Sending a quote to a client [Mobile]Creating and sending quotes to your clients on the mobile app
Rename a Quote to Estimate or Proposal [Mobile]How to rename a Quote to Estimate or Proposal via the mobile app
Convert quotes to invoices [Mobile]Converting quotes to invoices on the mobile app
Archive/Activate quotes [Mobile]Archiving/Activating quotes on the mobile app
Sending an invoice to a client [Mobile]Creating and sending invoices to your clients on the mobile app
Requesting a deposit [Mobile]How to request a deposit via the mobile app
Add your business address to your invoices/quotes [Mobile]Adding your business address to your invoices/quotes on the mobile phone
Choosing a numbering system for invoices [Mobile]Options for creating invoice numbers on the mobile app
Customise invoices and quotes [Mobile]Customisation options for invoices and quotes on the mobile app
Adding/changing an invoice or a quote logo [Mobile]Adding a logo on the mobile app
Quote/Invoice Discounts [Mobile]Adding a discount to an invoice on the mobile app
Record a payment against an invoice [Mobile]How to record a payment on the mobile app
Mark an invoice as sent [Mobile]How to mark an invoice as sent via the mobile app
How to edit outstanding/paid invoices [Mobile]How to edit outstanding/paid invoices on the mobile app
Add/change your payment details [Mobile]Add/change your payment details on the mobile app
Adding item templates [Mobile]How to add item templates on the mobile app
Edit the footer template [Mobile]Edit the footer template on the mobile app
Hide or unhide fields on an invoice or quote [Mobile]Hide or unhide fields on an invoice or a quote on the mobile app
Manual reminders for overdue invoices [Mobile]How to send manual reminders for overdue invoices on the mobile app
Sending a receipt [Mobile]How to send a receipt on the mobile app
Adding non invoiced income [Mobile]Add income via the main income section on the mobile app
Changing the date of an income record [Mobile]How to change the date of an income record via the mobile app
Income Categories [Mobile]How to add, edit, or delete income categories on the mobile app
Deleting an income record [Mobile]Delete an income record on the mobile app
Connect your bank account/s to Rounded [Mobile]Connecting your bank account/s to the Rounded mobile app
Choose which accounts to display in Bank Feeds [Mobile]Choosing what account to display in Bank Feeds on the mobile app
Add another bank account to Bank Feeds [Mobile]Adding another bank account to Bank Feeds on the mobile app
Manually refresh your bank feeds [Mobile]How to manually refresh bank feeds on the mobile app
Add income via bank feeds [Mobile]Adding income via bank feeds on the mobile app
Assigning a payment to multiple invoices [Mobile]Assigning a bank feed credit to multiple invoices
Add expenses via bank feeds [Mobile]Adding expenses via bank feeds on the mobile app
Bank Feeds - Other Transaction Types [Mobile]Classify other transaction types (Non business, Owner Drawings, Account Transfers, or Tax Payments/Refunds) via bank feeds on the mobile app
How to view/retrieve transactions tagged as other bank feeds transactions [Mobile]Retrieve transactions tagged as non business, account transfers, owner drawings, or tax payments/refunds in Bank Feeds via the mobile app
Delete an existing bank account in Bank Feeds [Mobile]Deleting an existing bank account in Bank Feeds on the mobile app
Adding an expense [Mobile]Add an expense manually on the mobile app
Changing the date of an expense record [Mobile]How to change the date of an expense record via the mobile app
Select the claimable business percentage for an expense [Mobile]Selecting the claimable business percentage for an expense via the mobile app
How to edit GST on expense records [Mobile]Editing the GST expense records via the mobile app
Recurring Expenses [Mobile]Setting up recurring expenses on the mobile app
Expense Categories [Mobile]How to add, edit, or delete expense categories on the mobile app
Manage vendor information [Mobile]How to add, edit, or delete vendor information on the mobile app
On charging expenses to a client [Mobile]On charging an expense to a client on the mobile app
Deleting an expense record [Mobile]Delete an expense record on the mobile app
Adding projects [Mobile]How to add projects on the mobile app
Track time against a project [Mobile]How to track time against a project on the mobile app
How to edit time entries [Mobile]Editing time entries on the mobile app
Restarting the timer [Mobile]How to restart the timer on the mobile app
Duplicate existing time entry [Mobile]How to duplicate existing tracked time on the mobile app
Manually adding time spent on a project [Mobile]How to manually add time spent on a project on the mobile app
Invoicing a project [Mobile]How to invoice a project on the mobile app
Mark a project as complete [Mobile]How to mark a project as complete on the mobile app
Deleting a time entry [Mobile]How to delete a time entry on the mobile app