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help update
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jalon360 committed Dec 5, 2023
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Expand Up @@ -202,8 +202,28 @@ <h1 class="mt-4">Help & FAQ</h1>
<!-- Help Content -->
<div class="container-fluid px-4" id="helpContent">
<h5>Getting Started</h5>
<p>Here you'll find information on how to get started with Sprout Financials, including setting
up your account, navigating the dashboard, and more.</p>
<h6>Register</h6>
<ul>
<li>Access the registration page on our website.</li>
<li>Enter personal details including your first and last name, email, and date of birth.</li>
<li>Provide your physical address information.</li>
<li>Create and confirm a secure password for your account.</li>
<li>Select a default profile picture or upload a custom image.</li>
<li>Choose and answer two security questions to enhance account security.</li>
<li>Finalize your account setup by clicking the 'Create Account' button.</li>
<li>After registration, a link to the login page is provided for easy navigation.</li>
</ul>

<h6>Forgot Password</h6>
<ul>
<li>Use the 'Forgot Password' feature found on the login page when necessary.</li>
<li>Enter your registered email and username to verify your identity.</li>
<li>Answer your security questions as an additional security check.</li>
<li>Create and confirm a new password for your account.</li>
<li>Look for error messages, if any, to correct your inputs.</li>
<li>Submit the form to reset your password successfully.</li>
<li>Receive a confirmation message and then return to the login page to access your account with the new password.</li>
</ul>

<h5>Account Management</h5>
<p>Learn how to manage your Sprout Financial account, including updating your profile, changing
Expand All @@ -218,7 +238,16 @@ <h5>User Administration</h5>

<!-- Additional Help content based on the screenshot -->
<h5>Reports</h5>
<p>Understand how to generate and interpret various reports within Sprout Financials.</p>
<p>Generate and analyze a range of financial reports in Sprout Financials by following these steps:</p>
<ul>
<li><strong>Select Date Range:</strong> Choose the start and end date to define the period for your report.</li>
<li><strong>Load Reports:</strong> Click the 'Load Reports' button to display reports for the selected dates.</li>
<li><strong>Report Type Selection:</strong> Use the dropdown menu to select the type of report you need, such as Trial Balance, Income Statement, Balance Sheet, or Retained Earnings Statement. You can also choose to generate all reports.</li>
<li><strong>Download, Print, Email:</strong> Once the report is generated, you have the option to download, print, or email it. For emailing, simply enter the email address and click 'Email'.</li>
<li><strong>Report Tables:</strong> View your reports organized in tables with clear headings, allowing for easy analysis of Assets, Liabilities, Equity, Revenues, and Expenses.</li>
<li><strong>Time-Stamped:</strong> Each report is time-stamped, capturing the exact moment of generation for your records.</li>
</ul>
<p>With these tools, Sprout Financials provides a comprehensive view of your financial standings through detailed reports.</p>

<h5>More</h5>
<p>Find additional resources and support for all of your Sprout Financials needs.</p>
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