New User Guide

Modules & Workflows by Tier

Overview of available functionality — Guides are linked to each module/workflow.

Module/Workflow	Tier
Home	Bank Pro
Balances	Bank Pro
Transactions	Bank Pro
Analysis	Bank Pro
Reports (Recommended Reports)	Finance
Dashboards	Finance
Statements	Finance
Tags	Finance
G/L Tags	Finance
Forecasts	Finance
Multibank Connector	Finance Pro
Workbooks	Finance Pro
Open Invoices	Finance Pro
Cash Positioning	Treasury
Reconciliation	Treasury
Entities	Treasury
Developer Portal	Treasury
Settings	All
Users & Entitlements	All
Notifications	All
Data Export	All

Questions still not answered? Check out our FAQ page or reach out to us via the in-app messenger or at support@trovata.io.