General information
Learn how Venn helps Canadian businesses with their banking needs
By Taylor1 author94 articles
- Can I have multiple CAD accounts?
- Can I have multiple USD accounts?
- Can I have multiple GBP accounts?
- Can I have multiple EUR accounts?
- Can I delete an incomplete signup and use the same email?
- Can I sort transactions?
- Does Venn offer real-time foreign exchange (FX) rates?
- How do I invite another Owner?
- How do I invite an Admin? [Applicable Plans: Plus, Pro only]
- How do I invite an Employee? [Applicable Plans: Plus, Pro only]
- How do I invite a AP Clerk? [Applicable Plans: Plus, Pro only]
- How do I invite an Accountant? [Applicable Plans: Plus, Pro only]
- How do I change the roles of team members? [Applicable Plans: Plus, Pro only]
- How do I grant specific role to a team member? [Applicable Plans: Plus, Pro only]
- How do I change my login email?
- How do I change the "Doing Business Name" (DBA) name of my company?
- How do I update my business details?
- How do I create a sub-account?
- How do I filter transactions?
- Is there a phone number I can call to ask questions?
- What currencies do you support?
- What should I do if I don’t see a multi-factor authentication (MFA) option?
- When will I get my monthly account statements?
- Why can’t I change my login email, and how do I update it?
- Why can’t I send an account invite to a specific email?
- What are sub-accounts?
- What is the branch number for my Venn CAD account?
- What time zone is your office in?
- How can I contact support?
- I already have an account, but I accidentally started the sign-up process. Now I can’t go back to the login page. What should I do?
- How to check the status of my transaction?
- How do I download Void Cheque for my Venn CAD account?
- How do I download Bank Authorization Letter for my Venn CAD account?
- How do I download Bank Authorization Letter for my Venn USD account?
- How do I download Bank Authorization Letter for my Venn GBP account?
- How do I download Bank Authorization Letter for my Venn EUR account?
- How do I download Bank Account Details for my Venn USD account?
- How do I download Bank Account Details for my Venn CAD account?
- How do I download Bank Account Details for my Venn GBP account?
- How do I download Bank Account Details for my Venn EUR account?
- My client needs a local address to send a payment. What should I do?
- How do I create a separate login if I originally signed up with Google?
- How do I transfer funds between different currencies in my Venn account?
- Do you offer loans or credit?
- What’s the difference between single-step and multi-step approval rules?
- How can I convert my balance from one currency to another?
- How can I choose which notifications I receive about my Venn account?
- Can I restrict a user to view only one currency account?
- Can I get documents showing that I’m an authorized signatory of my Venn business banking account?
- Does Venn work with Plaid?
- Why didn’t I receive an email verification code email?
- How many sub-accounts can I create?
- Can I delete a sub-account? [Applicable Plans: Plus, Pro only]
- How can I download the transcript of this conversation?
- Can a Venn Mastercard be linked to or pull funds from a sub-account?
- How do I update my legal first name and last name on my Venn account?
- How do I reset multi-factor authentication (MFA) for another user on our Venn account?
- Who are Venn’s banking partners for my CAD, USD, GBP, and EUR accounts?
- Do you offer automations?
- How secure is Venn as a business banking platform?
- How do I update my phone number on my Venn account?
- How do I return to complete my Venn application that I started earlier?
- How can I move funds between my main accounts and sub-accounts?
- How do I view transactions of a period of time?
- What is Venn Reporting dashboard?
- What filters are available for Venn Reporting dashboard?
- What key insights are available on the Venn Reporting dashboard?
- How do I resend an invitation to join the account?
- How can I see which team members’ card purchases don’t follow our company’s spending rules?
- What are Venn “Tasks”?
- How can I see which team members’ approval transfers are pending review?
- How can I download the receipt I've uploaded to Venn?
- What is the current currency exchange rate?
- How do I download Monthly Statements for my Venn CAD account?
- How do I download Monthly Statements for my Venn USD account?
- How do I download Monthly Statements for my Venn GBP account?
- How do I download Monthly Statements for my Venn EUR account?
- How do I delete a member on the account? [Applicable Roles: Owner, Admin only]
- How do I join an existing Venn account?
- What permissions does each user role have on Venn?
- Do receipts need to be submitted by the same user who made the purchase?
- How can I filter transactions by dollar amount?
- How do I reset my password?
- How can I enable dark mode?
- How can I give team members specific types of access? [Applicable Plans: Pro only]
- How can I edit custom roles that have been created? [Applicable Plans: Pro only]
- Does Venn have a mobile app?
- How do I change another member’s email address on the account?
- We’re Rebranding: Vault is Now Venn! Here’s Where to Log In, Sign Up, and Get Help
- Why is Vault rebranding to Venn?
- Was Vault acquired? Has the team or ownership changed?
- What happens to all the accounts and users of Venn (formerly known as Vault)?
- What are Venn’s new websites? Will previous Vault websites still work?
- Are you changing or removing any product features?
