💡 Tips & Tricks

A quick glimpse of small things that make Ringbook faster to use. Skim them in two minutes. ⚡

🖱️ Open a second screen

Want the feed on one side and a journal on the other? Right-click any link (or ⌘/Ctrl + click) and choose Open in new tab. Drag the tabs into two windows and you've got a side-by-side workspace. 🪟

Even quicker: hover a sidebar item and click the open-in-new-tab icon that appears on its right — that page pops straight into a fresh tab. ↗️

🌐 Review documents in any language

Ringbook parses every supporting document you upload, so you're never stuck with a foreign-language receipt. Head to the Shoebox 👟 to read the extracted text, then switch your browser's language and let it translate the parsed content into your preferred language for review. 🗂️

🔎 Fit more on one screen

Want to see more detail at once? Use your browser's zoom to shrink everything down and fit more into a single view. In most browsers that's ⌘/Ctrl + - to zoom out (and ⌘/Ctrl + 0 to reset), or open the browser menu and adjust Zoom. 🖥️

💬 Tell clients to WhatsApp it now, not later

A receipt snapped at the till with a one-line note — "lunch with Mary, my card" — becomes a clean entry in seconds. A shoebox dumped at year-end is a guessing game. 📥 Ask your clients to WhatsApp documents the moment they happen, with a quick description. Capture early, breeze through month-end. 🎯

Quick rule: a document on its own lands in the Shoebox 👟. In chat, text posts a ring for review. Email is deliberately safer: every attachment goes to the Shoebox even when the forward has a subject; add a leading /ring only when you intentionally want a Ring.

This works for anyone who sends your company invoices often — say a contractor. 👷 Give them the Contractor role: they can only post rings with supporting documents, and can't see anything else in your books. 🔒

🔍 Drill down from any report to the story

Every report drills all the way down. Click a figure to open the journal behind it, then jump to the ring 🛎️ it came from — the description, the document, and the conversation. Trace any number on your P&L or Balance Sheet right back to what actually happened. 📖

Got the same event scattered across a few rings? Open a ring's ⋯ menu (top-right) → Copy link, then paste that link into the ring you want to gather everything under. The rings link up into one thread. 🧵

🎟️ How credits are charged

Credits are spent from the organization's balance first, then fall back to the individual user's personal credits. Two ways to use that:

🏢 Company with a team — top up the organization so everyone draws from one shared pool.
🧮 Accountant in a firm — one accountant can serve 50 client companies, so they just buy credits on their personal account and carry them across every set of books. 🚀

💌 Always let us know your thoughts

Stuck on a step, hit something confusing, or have an idea to make Ringbook better? We want to hear it. Open your profile menu (bottom-left) and pick Report issue / feedback — send us a message and we'll take it from there. 🙌

⚖️ Auto-balance a journal in one tap

Editing a journal entry? Every line has an auto-balance button that will make that line as balancing line for the whole journal. No mental math on the last leg. 🧮

📸 HEIC photos aren't supported

Like Instagram and LinkedIn, Ringbook doesn't accept Apple's .heic photos on direct upload. Fix it once on your iPhone and forget about it: Settings → Camera → Formats → Most Compatible — every photo now saves as .jpg. ✅

(Sending the photo through WhatsApp also converts it automatically. 💬)

Review faster with Book and reports

Cycle Compact → Grouped → Detailed to choose how much journal detail to see. Compact’s displayed amount is the largest posting, not a summed journal total.
Expand one journal to inspect it, or save a useful column/filter setup as a named view. Default restores the system layout.
Select journal lines to inspect their net total. Review before combining lines, swapping debit/credit sides or adding a balancing line from Difference.
Use editor Undo/Redo for unsaved editing steps; use the separate import-history or clearing controls for those workflows.
Split a line across segments to allocate a shared expense, then review P&L by segment.
Click a report figure to trace it to Book, a Ring and supporting documents. Mark reviewed figures and clear marks for your next review.
Try these with the private sample company before using your own books. The Book walkthrough and report exercise use sample data.