Help Centre
Login & Account
Product Release Notes
Q3 2024
FAQs
Get Started
About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Account Deletion
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm in fileAI
Back to home
Help Centre
Login & Account
Product Release Notes
Q3 2024
FAQs
Get Started
About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Account Deletion
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm in fileAI
Login & Account
Guide to all User Roles within a Workspace & Organisation
Workspaces
What is a workspace?
How can I join an existing Workspace?
How can I create a new Organization under the Workspace?
How can I delete an organization under my Workspace?
How do I invite people to my fileAI Workspace?
What if I accidentally deleted an Organization? How to cancel deletion of Organization?
See more
Organizations
What is an Organization?
What are the user roles in an Organization?
Billing, subscriptions, payments
Where do I find my billing invoices and receipts?
What forms of payment does fileAI accept?
What is the refund policy?
How can I check my processing history?
How do I change my payment method?
How can I purchase additional credits?
See more
Account errors
I am unable to access an Organization within my Workspace!
Account Deletion
What to do if I accidentally deleted my document in fileAI?
