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Knowledge Base

What this screen is for​

Knowledge Base stores workspace context that can help accounting workflows stay consistent. Use it for company-specific rules, recurring explanations, and reference material.

Before you start​

Decide what context should be reused across the workspace. Keep entries clear, current, and safe to use for accounting review.

Basic walkthrough​

  1. Open Knowledge Base from the Workspace tab.
  2. Search existing entries before adding a new one.
  3. Add or update the reference material.
  4. Link the entry to the workflow or topic it supports when available.
  5. Revisit stale entries when accounting practices change.

What to check next​

Use Automations when knowledge base context should guide a repeatable workflow. Use Bookkeeping to verify the context helps reviewers make better decisions.