Rounded on Mobile

What’s on the dashboard? [Mobile]

A look at Rounded's mobile app dashboard

Written by Michelle Lota
Updated over a week ago

How to subscribe to a plan [Mobile]

Choosing a subscription plan on a mobile browser

Written by Michelle Lota
Updated over a week ago

How to update my subscription/plan [Mobile]

How to change your Rounded subscription plan on a mobile browser

Written by Michelle Lota
Updated over a week ago

Update subscription plans from yearly to monthly plan [Mobile]

Change to a monthly plan from an annual plan on a mobile browser

Written by Michelle Lota
Updated over a week ago

Manage your account settings [Mobile]

Managing account settings on the mobile app

Written by Michelle Lota
Updated over a week ago

Manage business details [Mobile]

Edit your business details on the mobile app

Written by Michelle Lota
Updated over a week ago

Updating credit card information [Mobile]

How to update your credit card information via the mobile app

Written by Michelle Lota
Updated over a week ago

Billing history and receipts for Rounded subscription payments [Mobile]

Where to find billing history and receipts for Rounded subscription payments on a mobile browser

Written by Michelle Lota
Updated over a week ago

Changing Rounded account email [Mobile]

How to change your Rounded account email/username on the mobile app

Written by Michelle Lota
Updated over a week ago

Display only your business name in invoices/quotes [Mobile]

Displaying your business name in invoices/quotes on the mobile app

Written by Michelle Lota
Updated over a week ago

Smart Notifications [Mobile]

How to set notifications received from Rounded on the mobile app

Written by Michelle Lota
Updated over a week ago

Changing payment terms [Mobile]

How to change payment terms on the mobile app

Written by Michelle Lota
Updated over a week ago

Use Stripe to collect invoice payments [Mobile]

How to connect to Stripe on the mobile app

Written by Michelle Lota
Updated over a week ago

Use PayPal to collect invoice payments [Mobile]

How to connect to PayPal on the mobile app

Written by Michelle Lota
Updated over a week ago

Change/reset your Rounded password [Mobile]

Changing your Rounded password on the mobile app

Written by Michelle Lota
Updated over a week ago

How to cancel your Rounded subscription [Mobile]

Cancelling your Rounded subscription via mobile browser

Written by Michelle Lota
Updated over a week ago

Format text using Markdown

How to use Markdown to further customise your quotes and invoices

Written by Michelle Lota
Updated over a week ago

Add a new client manually [Mobile]

Add client and contact information manually on the mobile app

Written by Michelle Lota
Updated over a week ago

How to archive or delete client records [Mobile]

Archiving/Deleting client records on the mobile app

Written by Michelle Lota
Updated over a week ago

Retrieve archived clients [Mobile]

How to retrieve archived clients via the mobile app

Written by Michelle Lota
Updated over a week ago

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

Written by Michelle Lota
Updated this week

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

Written by Michelle Lota
Updated this week

Connect your bank account/s to Rounded [Mobile]

Connecting your bank account/s to the Rounded mobile app

Written by Michelle Lota
Updated over a week ago

Add another bank account to Bank Feeds [Mobile]

Adding another bank account to Bank Feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Choose which accounts to display in Bank Feeds [Mobile]

Choosing what account to display in Bank Feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Manually refresh your bank feeds [Mobile]

How to manually refresh bank feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Add income via bank feeds [Mobile]

Adding income via bank feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Assigning a payment to multiple invoices [Mobile]

Assigning a bank feed credit to multiple invoices

Written by Michelle Lota
Updated over a week ago

Add expenses via bank feeds [Mobile]

Adding expenses via bank feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Delete an existing bank account in Bank Feeds [Mobile]

Deleting an existing bank account in Bank Feeds on the mobile app

Written by Michelle Lota
Updated over a week ago

Share the link of invoices/quotes to clients [Mobile]

How to share the link of invoices/quotes to clients via the mobile app

Written by Michelle Lota
Updated this week

How to edit sent/accepted quotes [Mobile]

Editing sent/accepted quotes via the mobile app

Written by Michelle Lota
Updated over a week ago

Display client's address on the invoice [Mobile]

How to display client's address on an invoice/quote via the mobile app

Written by Michelle Lota
Updated over a week ago

Sending a quote to a client [Mobile]

Creating and sending quotes to your clients on the mobile app

Written by Michelle Lota
Updated over a week ago

Rename a Quote to Estimate or Proposal [Mobile]

How to rename a Quote to Estimate or Proposal via the mobile app

Written by Michelle Lota
Updated over a week ago

Convert quotes to invoices [Mobile]

Converting quotes to invoices on the mobile app

Written by Michelle Lota
Updated over a week ago

Archive/Activate quotes [Mobile]

Archiving/Activating quotes on the mobile app

Written by Michelle Lota
Updated over a week ago

Sending an invoice to a client [Mobile]

Creating and sending invoices to your clients on the mobile app

Written by Michelle Lota
Updated over a week ago

Requesting a deposit [Mobile]

How to request a deposit via the mobile app

Written by Michelle Lota
Updated over a week ago

Add your business address to your invoices/quotes [Mobile]

Adding your business address to your invoices/quotes on the mobile phone

Written by Michelle Lota
Updated over a week ago

Choosing a numbering system for invoices [Mobile]

Options for creating invoice numbers on the mobile app

Written by Michelle Lota
Updated over a week ago

Customise invoices and quotes [Mobile]

Customisation options for invoices and quotes on the mobile app

Written by Michelle Lota
Updated over a week ago

Adding/changing an invoice or a quote logo [Mobile]

Adding a logo on the mobile app

Written by Michelle Lota
Updated over a week ago

Quote/Invoice Discounts [Mobile]

Adding a discount to an invoice on the mobile app

Written by Michelle Lota
Updated over a week ago

Record a payment against an invoice [Mobile]

How to record a payment on the mobile app

Written by Michelle Lota
Updated over a week ago

Mark an invoice as sent [Mobile]

How to mark an invoice as sent via the mobile app

Written by Michelle Lota
Updated over a week ago

How to edit outstanding/paid invoices [Mobile]

How to edit outstanding/paid invoices on the mobile app

Written by Michelle Lota
Updated over a week ago

Add/change your payment details [Mobile]

Add/change your payment details on the mobile app

Written by Michelle Lota
Updated over a week ago

Adding item templates [Mobile]

How to add item templates on the mobile app

Written by Michelle Lota
Updated over a week ago

Edit the footer template [Mobile]

Edit the footer template on the mobile app

Written by Michelle Lota
Updated over a week ago

Hide or unhide fields on an invoice or quote [Mobile]

Hide or unhide fields on an invoice or a quote on the mobile app

Written by Michelle Lota
Updated over a week ago

Manual reminders for overdue invoices [Mobile]

How to send manual reminders for overdue invoices on the mobile app

Written by Michelle Lota
Updated over a week ago

Sending a receipt [Mobile]

How to send a receipt on the mobile app

Written by Michelle Lota
Updated over a week ago

Adding an expense [Mobile]

Add an expense manually on the mobile app

Written by Michelle Lota
Updated over a week ago

Changing the date of an expense record [Mobile]

How to change the date of an expense record via the mobile app

Written by Michelle Lota
Updated over a week ago

Select the claimable business percentage for an expense [Mobile]

Selecting the claimable business percentage for an expense via the mobile app

Written by Michelle Lota
Updated over a week ago

How to edit GST on expense records [Mobile]

Editing the GST expense records via the mobile app

Written by Michelle Lota
Updated over a week ago

Importing Expense data via CSV or QIF [Mobile]

How to import expense data on the mobile app

Written by Michelle Lota
Updated over a week ago

Recurring Expenses [Mobile]

Setting up recurring expenses on the mobile app

Written by Michelle Lota
Updated over a week ago

Expense Categories [Mobile]

How to add, edit, or delete expense categories on the mobile app

Written by Michelle Lota
Updated over a week ago

Manage vendor information [Mobile]

How to add, edit, or delete vendor information on the mobile app

Written by Michelle Lota
Updated over a week ago

On charging expenses to a client [Mobile]

On charging an expense to a client on the mobile app

Written by Michelle Lota
Updated over a week ago

Deleting an expense record [Mobile]

Delete an expense record on the mobile app

Written by Michelle Lota
Updated over a week ago

Choosing GST status [Mobile]

How to turn GST on and off on the mobile app

Written by Michelle Lota
Updated over a week ago

How to check your Activity Statement [Mobile]

Check your Activity Statement on the mobile app

Written by Michelle Lota
Updated over a week ago

Adding projects [Mobile]

How to add projects on the mobile app

Written by Michelle Lota
Updated over a week ago

Track time against a project [Mobile]

How to track time against a project on the mobile app

Written by Michelle Lota
Updated over a week ago

How to edit time entries [Mobile]

Editing time entries on the mobile app

Written by Michelle Lota
Updated over a week ago

Restarting the timer [Mobile]

How to restart the timer on the mobile app

Written by Michelle Lota
Updated over a week ago

Duplicate existing time entry [Mobile]

How to duplicate existing tracked time on the mobile app

Written by Michelle Lota
Updated over a week ago

Manually adding time spent on a project [Mobile]

How to manually add time spent on a project on the mobile app

Written by Michelle Lota
Updated over a week ago

Invoicing a project [Mobile]

How to invoice a project on the mobile app

Written by Michelle Lota
Updated over a week ago

Mark a project as complete [Mobile]

How to mark a project as complete on the mobile app

Written by Michelle Lota
Updated over a week ago

Deleting a time entry [Mobile]

How to delete a time entry on the mobile app

Written by Michelle Lota
Updated over a week ago

Adding non invoiced income [Mobile]

Add income via the main income section on the mobile app

Written by Michelle Lota
Updated over a week ago

Changing the date of an income record [Mobile]

How to change the date of an income record via the mobile app

Written by Michelle Lota
Updated over a week ago

Importing Income data via CSV [Mobile]

How to import income data on the mobile app

Written by Michelle Lota
Updated over a week ago

Income Categories [Mobile]

How to add, edit, or delete income categories on the mobile app

Written by Michelle Lota
Updated over a week ago

Deleting an income record [Mobile]

Delete an income record on the mobile app

Written by Michelle Lota
Updated over a week ago

Sharing data with your accountant [Mobile]

How to share your Rounded data with your accountant via the mobile app

Written by Michelle Lota
Updated over a week ago