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Importing & Migrating Data

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    Account Responsibilities and Super AdministratorBillingManaging VAT InformationExporting and Canceling your AccountSecurity and Data ProtectionLegacy plans - Professional and Teams

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Account & Security

Account Responsibilities and Super Administrator

  • Who is the Super Administrator
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  • Trash, Permanently Deleting & Restoring Records
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Billing

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Managing VAT Information

  • Understanding VAT
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Exporting and Canceling your Account

  • Export for back-up
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  • Canceling your account

Security and Data Protection

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  • Capsule Features Which Support Your Compliance Requirements

Legacy plans - Professional and Teams

  • What is a legacy plan?
  • Can I still sign up to a legacy plan?
  • Can I upgrade to the new plans?
  • Leaving a legacy plan
  • Professional and Teams plan features

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