What it is for: keeping two personal things apart from your company's books: where you have been (and where you will be) and your private notes.
Where to find it: menu Personal → My stays («Mis estancias») and My notes («Mis notas»).
Who sees it: only the account owner, and only with the Suite. What you write belongs to your user: nobody else sees it, not even your business partner.
What you see first
- My stays: at the top, buttons for the previous and next year. Below, one card per country with the days you have so far, a progress bar and, if you have entered plans, how many days there will be by 31 December. Further down, the form to add stays and the list of the ones you already have.
- My notes: a box to write a new note and, below it, your notes as cards.
Step by step
Record a trip or a stay in a country
- Open My stays.
- Set the Arrival («Llegada») and the Departure («Salida»). If you leave the departure empty, the screen understands you are still there.
- Type the Country («País») as a two-letter code (for example, ES) and, if you like, the City («Ciudad»).
- Under Type («Tipo»), choose I was there («Estuve») if it has already happened or I will go («Voy a ir») if it is a plan.
- Click Add («Añadir»). It appears in the list below.
See how many days I have spent in each country
- In My stays, each country card shows the days up to today.
- If you have entered plans, you will also see how many days it will be by 31 December.
- With the year buttons (for example, ← 2025) you change year.
- Days of travel count in both countries. The screen is a guide for keeping your own records: what to decide is something you decide with your advisor.
Remove a stay
In the list of stays, click Remove («Quitar») on the row you do not want. Plans are marked "plan" next to the country.
Write a private note
- Open My notes.
- Add a Title (optional) («Título (opcional)») and write the text in Write here… («Escribe aquí…»).
- Click Save note («Guardar nota»).
Edit, pin or delete a note
- On the note's card, click Edit («Editar») to change it. It moves up to the box at the top and the button becomes Save changes («Guardar cambios»); Cancel («Cancelar») leaves it as it was.
- Pin («Fijar») puts a 📌 on the note; Unpin («Desfijar») removes it.
- Delete («Borrar») removes it.
If something does not work as expected
| What happens | Why | What to do |
|---|---|---|
| I do not see the Personal section | You are not the owner or you do not have the Suite | Ask the owner or our support team |
| A country card does not appear | You have not recorded any stays for that year yet | Add the first one with Add |
| A trip is counted in two countries | The travel day counts in both | That is normal, it is how the screen calculates it |
| My business partner cannot see my notes | They are private to each person | Nothing to do: that is by design |
Related
- Expenses and accounting: company and personal expenses.
- Sales and finance: the rest of the Suite.
- My account: your sign-in details.