Watch the recording above. Here is what we covered.
Open Balance missing from your Purchase Orders table. A bug from our new PO Approvals release, not a setting. Engineering is restoring it. PO tabs are now Draft, For Approval, Open, and All.
Rebuild any report in your own format. Drag your report into the AI Assistant, ask it to replicate the layout, then save it for reuse. Works for AP aging, AR aging, WIP, and draw packages.
Moving from QuickBooks Desktop to QuickBooks Online. Documents do not transfer. Upload them to the AI Assistant and it will match them to the right bills, 25 at a time.
Sync times. QuickBooks Online should sync in about a minute. Waiting hours is not normal. Use Settings > General > Trigger Sync as a backup, then report it.
Faster support answers. Include your company name and paste the URL of the record you are on.
Negative draws. Not supported yet. Use a journal entry for now. Credit memos are expected.
Receiving payments. Still under consideration. Draw usage has grown from a third of customers to about half.
AI Assistant access. Included if you signed up in the past year. Longer-tenured customers need to elect to upgrade.
Capital One Spark card feeds. Known issue with Plaid. Manual entry plus "mark as linked" works as a stopgap.
Subcontractor portals. Not likely. We would rather put the open balance in the email with an option to bill from there.
Subs billing outside a PO. We flag it. Raise a variance PO or amend the original and resend for signature.
Coming soon. Our hackathon produced work on customization, reporting, fraud, and back office automation over the next six months.
Workshops run weekly and are an open forum. Bring bugs, best practices, roadmap questions, or a live scenario in your own account.