---
title: Setup Files | COUNTA Help Center
description: Organization level records and settings including Offices and User Access Groups.
---

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1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge)
2. [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files)

# Setup Files

 Organization level records and settings including Offices and User Access Groups.

- [Restrict Suppliers, Tax Codes, and WHT Codes to a Country](https://knowledgebase.counta.com/knowledge/restrict-suppliers-tax-and-wht-to-a-country)
- [How to create custom codes](https://knowledgebase.counta.com/knowledge/manage-agency-defined-custom-fields)

## Report Setup

- [Add or Suppress Underlining on Estimates, Invoices and PO’s](https://knowledgebase.counta.com/knowledge/add-or-suppress-underlining-on-estimates-invoices-and-pos)
- [Define sender details on reports](https://knowledgebase.counta.com/knowledge/define-sender-details-on-reports)
- [How to Create or Edit a Logo File / Update Headers and Footers](https://knowledgebase.counta.com/knowledge/how-to-create-or-edit-a-logo-file)
- [How to create Disclaimers at the Supplier level  ](https://knowledgebase.counta.com/knowledge/supplier-level-disclaimers-for-purchase-orders)

## Set Up Options

- [How to set up Media Options in Accountability](https://knowledgebase.counta.com/knowledge/how-to-set-up-media-options-in-accountability)
- [How to use the Rounding Option on Scheduled Invoices](https://knowledgebase.counta.com/knowledge/rounding-option-on-scheduled-invoices)
- [How to reassign approvals of own credit card claims to a supervisor](https://knowledgebase.counta.com/knowledge/how-to-reassign-approvals-of-own-credit-card-claims-to-a-supervisor)
- [How to receive notifications on approval scenarios](https://knowledgebase.counta.com/knowledge/how-to-receive-notifications-on-approval-scenarios)
- [How to reset expired CSI user credentials](https://knowledgebase.counta.com/knowledge/how-to-reset-expired-csi-user-credentials)
- [How to enter a supplier invoice using total control](https://knowledgebase.counta.com/knowledge/how-to-enter-a-supplier-invoice-using-total-control)
- [Close the accounting month for specific transaction types and/or offices](https://knowledgebase.counta.com/knowledge/close-the-month-for-specific-transaction-types-and/or-offices)
- [Change an Accounting Period](https://knowledgebase.counta.com/knowledge/close-or-open-an-accounting-period)
- [How to create a custom code list](https://knowledgebase.counta.com/knowledge/how-to-define-a-custom-code-list)
- [Purchase order setup options](https://knowledgebase.counta.com/knowledge/purchase-order-set-up-options)
- [Report text & watermarks set up options](https://knowledgebase.counta.com/knowledge/report-text-watermarks-set-up-options)
- [Default text on reminders set up options](https://knowledgebase.counta.com/knowledge/default-text-on-reminders-set-up-options)
- [Expense and credit card options](https://knowledgebase.counta.com/knowledge/expense-and-credit-card-options)
- [Timesheet Options](https://knowledgebase.counta.com/knowledge/timesheet-control-options)
- [Other Options](https://knowledgebase.counta.com/knowledge/other-options)
- [Setup options](https://knowledgebase.counta.com/knowledge/setup-options-1)

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## User Access Groups

- [User access groups](https://knowledgebase.counta.com/knowledge/user-access-group)
- [How to manage user access groups](https://knowledgebase.counta.com/knowledge/how-to-manage-dashboard-user-access)

## Currencies

- [Multi-Currency Handling in Accountability](https://knowledgebase.counta.com/knowledge/dealing-with-multi-currencies)
- [Budget FX Rates – How to Set Up and Use](https://knowledgebase.counta.com/knowledge/budget-fx-rates-how-to-set-up-and-use)
- [FX Monthly Report Rates](https://knowledgebase.counta.com/knowledge/how-to-set-monthly-report-rates)
- [Transacting in a foreign currency](https://knowledgebase.counta.com/knowledge/transacting-in-a-foreign-currency)
- [Consolidated Exchange Rates](https://knowledgebase.counta.com/knowledge/consolidated-fx-rates)
- [How to define an office home currency](https://knowledgebase.counta.com/knowledge/how-to-define-an-office-home-currency)
- [How to Create a New Currency](https://knowledgebase.counta.com/knowledge/how-to-create-a-new-currency)
- [How To Define a Client Currency](https://knowledgebase.counta.com/knowledge/how-to-define-a-client-currency)

See less ▼

## Tax Codes

- [How to set up tax codes](https://knowledgebase.counta.com/knowledge/tax-codes)
- [HSN Codes – What They Are and How to Create Them](https://knowledgebase.counta.com/knowledge/hsn-codes-what-they-are-and-how-to-create-them)

## Withholding Tax Codes

- [How to create Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/withholding-taxes)
- [Withholding Tax Code Thresholds](https://knowledgebase.counta.com/knowledge/about-whithholding)
- [How to create a Withholding Tax Code posting](https://knowledgebase.counta.com/knowledge/how-to)

## Bank Feed

- [How to setup Bank Feeds for Australia and New Zealand](https://knowledgebase.counta.com/knowledge/how-to-setup-bank-feeds-for-australia-and-new-zealand)

## Custom Codes

- [Custom code lists page](https://knowledgebase.counta.com/knowledge/about-5-1686688860059)
- [How to delete a custom code list](https://knowledgebase.counta.com/knowledge/how-to-delete-a-custom-code-list)

## Approval & Posting Settings

- [Expense claim approval workflow](https://knowledgebase.counta.com/knowledge/faq-expense-claim-approval-workflow-options)
- [Understanding UAG Office Settings in Approval Scenarios](https://knowledgebase.counta.com/knowledge/understanding-uag-office-settings-in-approval-scenarios)
- [Sequential approvals](https://knowledgebase.counta.com/knowledge/about-sequential-approvals)
- [Credit card approval workflow](https://knowledgebase.counta.com/knowledge/about-credit-card)
- [How To Create Sequential Approvals for Supplier Invoices](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-purchase-orders-1)
- [How to set up approval and posting settings for Expense and Credit Card claims](https://knowledgebase.counta.com/knowledge/how-to-set-up-approval-and-posting-settings-for-expense-and-credit-card-claims)
- [How to create sequential approvals for Expense Claims](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-expense-claims)
- [Approval & posting settings](https://knowledgebase.counta.com/knowledge/about-approval-posting-settings)
- [How to create sequential approvals for Client Job Invoices-Draft](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-client-job-invoices-draft)
- [How to create sequential approvals for Estimates](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-estimates)
- [How to create sequential approvals for Credit Cards](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for)
- [How to create sequential approvals for Client Job Invoices](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-client-job-invoices-final)
- [How to create sequential approvals for Weekly Timesheets](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-1)
- [How to create sequential approval scenarios for Journals](https://knowledgebase.counta.com/knowledge/how-to-create-sequential-approvals-for-journals)

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## Custom Data

- [How to use Custom Data?](https://knowledgebase.counta.com/knowledge/how-to-use-custom-data)
- [Allow Employee to Bypass SSO](https://knowledgebase.counta.com/knowledge/allow-employee-to-bypass-sso)

## Office

- [How to Create an Office](https://knowledgebase.counta.com/knowledge/how-to-create-an-office-in-accountability)

## Company Settings

- [Managing Company Settings in Accountability](https://knowledgebase.counta.com/knowledge/managing-company-settings-in-accountability)

- [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates#main-content)

    - [Live](https://knowledgebase.counta.com/knowledge/product-updates#live)
- [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library#main-content)

    - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library#general-navigation)
    - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library#time-and-task)
    - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#job-management-basics)
    - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#estimate-management-basics)
    - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library#estimate-management-advanced)
    - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#purchase-order-basics)
    - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#production-invoice-basics)
    - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#sundry-invoice-basics)
    - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#receipts-basics)
    - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#supplier-invoice-management-basics)
    - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library#payment-basics)
    - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library#expenses-credit-cards)
    - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library#reporting)
    - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library#master-files)
    - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library#manage)
- [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app#main-content)

    - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app#whats-new)
    - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app#setup-and-configuration)
- [FAQs](https://knowledgebase.counta.com/knowledge/faqs)
- [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general#main-content)

    - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general#tips-tricks)
    - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general#customization)
    - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general#setup)
    - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general#support)
    - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general#my-dashboard)
    - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general#my-messages)
    - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general#security)
- [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks#main-content)

    - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks#my-time)
    - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks#timesheet-proxy)
    - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks#time-reports)
    - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks#time-posting)
    - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks#tasks)
- [Manage](https://knowledgebase.counta.com/knowledge/manage#main-content)

    - [Leave](https://knowledgebase.counta.com/knowledge/manage#leave)
    - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage#employee-expense-summary)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage#credit-cards)
    - [Inventories](https://knowledgebase.counta.com/knowledge/manage#inventories)
- [Approve](https://knowledgebase.counta.com/knowledge/approve#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve#supplier-invoices)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve#credit-cards)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve#purchase-orders)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve#client-job-invoices)
    - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve#weekly-timesheet)
    - [Journals](https://knowledgebase.counta.com/knowledge/approve#journals)
    - [Leave](https://knowledgebase.counta.com/knowledge/approve#leave)
- [Jobs](https://knowledgebase.counta.com/knowledge/jobs#main-content)

    - [Jobs](https://knowledgebase.counta.com/knowledge/jobs#jobs)
    - [Estimates](https://knowledgebase.counta.com/knowledge/jobs#estimates)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs#revenue-tracker)
    - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs#resource-tracker)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs#purchase-orders)
    - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs#internal-charges)
    - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs#job-cost-transfers)
    - [Files](https://knowledgebase.counta.com/knowledge/jobs#files)
    - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs#job-reports)
    - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs#job-summaries)
    - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs#campaigns)
- [Media](https://knowledgebase.counta.com/knowledge/media#main-content)

    - [Media Accounting](https://knowledgebase.counta.com/knowledge/media#media-accounting)
    - [Media Summaries](https://knowledgebase.counta.com/knowledge/media#media-summaries)
    - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media#media-wip-take-up)
    - [Media Reports](https://knowledgebase.counta.com/knowledge/media#media-reports)
    - [Media Setup](https://knowledgebase.counta.com/knowledge/media#media-setup)
    - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media#media-insertion-orders)
    - [Media Estimates](https://knowledgebase.counta.com/knowledge/media#media-estimates)
- [Accounting](https://knowledgebase.counta.com/knowledge/accounting#main-content)

    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting#general-ledger-accounts)
    - [Receivables](https://knowledgebase.counta.com/knowledge/accounting#receivables)
    - [Payables](https://knowledgebase.counta.com/knowledge/accounting#payables)
    - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting#revenue-tool)
    - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting#general-ledger)
    - [Budgets](https://knowledgebase.counta.com/knowledge/accounting#budgets)
    - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting#prepayments)
- [Master Files](https://knowledgebase.counta.com/knowledge/master-files#main-content)

    - [Prospects](https://knowledgebase.counta.com/knowledge/master-files#prospects)
    - [Clients](https://knowledgebase.counta.com/knowledge/master-files#clients)
    - [Employees](https://knowledgebase.counta.com/knowledge/master-files#employees)
    - [Task Types](https://knowledgebase.counta.com/knowledge/master-files#task-types)
    - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files#suppliers)
    - [Contacts](https://knowledgebase.counta.com/knowledge/master-files#contacts)
    - [Update](https://knowledgebase.counta.com/knowledge/master-files#update)
- [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files#main-content)

    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files#report-setup)
    - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files#set-up-options)
    - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files#user-access-groups)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files#currencies)
    - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files#tax-codes)
    - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files#withholding-tax-codes)
    - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files#bank-feed)
    - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files#custom-codes)
    - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files#approval-posting-settings)
    - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files#custom-data)
    - [Office](https://knowledgebase.counta.com/knowledge/setup-files#office)
    - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files#company-settings)
- [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options#main-content)

    - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options#accounting-options)
    - [General Options](https://knowledgebase.counta.com/knowledge/setup-options#general-options)
    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options#report-setup)
    - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options#other-options)
    - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options#timesheet-options)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options#currencies)
- [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger#main-content)

    - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger#journals)
    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-accounts)
    - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-reports)
    - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger#bank-reconciliation)
    - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger#wip-take-ups)
    - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger#retainers)
    - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger#fx-revaluations)
    - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger#fixed-assets)
    - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger#general-ledger-setup-postings)
    - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger#posting-options)
- [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#main-content)

    - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#accrued-revenue)
    - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#deferred-revenue)
    - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools#revenue-recognition)
- [Receivables](https://knowledgebase.counta.com/knowledge/receivables#main-content)

    - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables#production-invoices)
    - [Receipts](https://knowledgebase.counta.com/knowledge/receivables#receipts)
    - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables#sundry-invoices)
    - [Reports](https://knowledgebase.counta.com/knowledge/receivables#reports)
    - [Other](https://knowledgebase.counta.com/knowledge/receivables#other)
    - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables#client-summary-invoices)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables#client-job-invoices)
- [Payables](https://knowledgebase.counta.com/knowledge/payables#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables#supplier-invoices)
    - [Payments](https://knowledgebase.counta.com/knowledge/payables#payments)
    - [Reports](https://knowledgebase.counta.com/knowledge/payables#reports)
    - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables#incoming-supplier-invoices)
    - [Talent](https://knowledgebase.counta.com/knowledge/payables#talent)
- [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts#main-content)

    - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#expense-budgets)
    - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#payroll-budgets)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts#revenue-tracker)
    - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budgets)
    - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts#cashflow-budgets)
    - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budget-setup)
    - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts#budget-reports)
- [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet#main-content)

    - [Admin](https://knowledgebase.counta.com/knowledge/training-packet#admin)
    - [MDM](https://knowledgebase.counta.com/knowledge/training-packet#mdm)
    - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet#time-management)
    - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet#expense-management)
    - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet#job-and-estimate-management)
- [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations#main-content)

    - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations#accountability-api)
    - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations#integrations)
    - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations#plaid-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations#media-finance)
    - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations#payroll)
    - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations#project-management)
    - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations#open-banking-providers)
- [Reporting](https://knowledgebase.counta.com/knowledge/reporting#main-content)

    - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting#financial-statements)
    - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting#client-profitability)
    - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting#billings-and-revenue)
- [Sales](https://knowledgebase.counta.com/knowledge/sales)
- [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance#main-content)

    - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance#mediaocean-integration)
    - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance#freewheel-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance#media-finance)
- [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany#main-content)

    - [Studio](https://knowledgebase.counta.com/knowledge/intercompany#studio)
- [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship)
- [Taxes](https://knowledgebase.counta.com/knowledge/taxes)
- [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding)
- [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip)
- [Expenses](https://knowledgebase.counta.com/knowledge/expenses)
- [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis)
- [AI](https://knowledgebase.counta.com/knowledge/ai#main-content)

    - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai#mcp-servers)

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