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Automated Progress Tracker

Progress Tracker (Automated)

The automated progress tracker, tracks which parts of our onboarding guide you've completed

Segment 0: Complete your Bitwave Setup Sheet

Segment 1: Login Guide

Segment 2a: Setup Your Organization

Segment 2b: Add Users

Segment 2c: Connect your GL (Solution)

Segment 2d: Define Accounting Defaults

Segment 3a: Setup Non Custodial Wallets

Segment 3b: Setup Exchange Connections

Segment 3c: Setup Custodial Wallets

Segment 3d: Import Data from External Sources

Segment 3e: View Transactions & Basic Functions

Segment 4a - Accounting Workflow Overview

Segment 4b: Individual Categorization

Segment 4c: Rules Based Categorization

Segment 4d: Reconcile and Sync

Segment 5: Tax Workflow Overview

Segment 6: Reports and Period Close

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