FAQs
General Application
- Forgot Password
- Wrong Balance per NetSuite/Intacct/QuickBooks Online
- Renaming Folders on the Folders tab
- Invite Link Expired
- Deleting a Folder
- Adding a Folder
Admin Settings
- SOC 1, SOC 2, and ISO 27001 Reports
- Updating your Chart of Accounts
- Updated Settings Didn’t Apply
- Account Missing From "Add Account" Menu
- “Invalid Rec Name” on Rec Template Upload
- Error: Sign-in Information is Incorrect
Cloud Storage
- Auditor Access to OneDrive Folders/Files
- Share OneDrive Folders
- OneDrive Desktop Sync
- Share Box Folders
- Box Desktop Sync
- Share Dropbox Folders