Question

When is the best time to join or start using an Auty-mation?
I will join shortly, but is it better to join at the beginning of the month? I perform Transaction Pro at the beginning of the month to capture the previous month’s transactions. If I begin Autymate now on July 19, will Autymate capture the entire month? Or will I have to perform Transaction Pro for July 1-18?

Answer

The best time to start is now. We automatically load the previous day’s transactions for you each day, so the burden of doing this every day, week, or month is gone the day you start.

After you are set up, you can follow this guide to load the remaining days. For instance, the day is the 18th, so you would want to load the 1st - 16th of July.