Getting help

What to try first, what to include when you contact support so the first reply is useful, and what to do when something is urgent.

How-toFor Business owners, Bookkeepers, Firm staff, Portal clients, Developers

Before you write

  1. Ask the assistant on this page — it searches every article and cites what it used.
  2. Check Exceptions, if work seems to have stopped happening.
  3. Check the audit trail's event log, if a number changed unexpectedly.
  4. Confirm the scope and date range on any report that looks wrong.

What to include

The difference between a same-day answer and three rounds of clarification is almost entirely in the first message.

  • The entity and the period concerned.
  • What you expected, and what you saw instead.
  • The exact figures, if numbers are involved.
  • Any identifier — a journal entry number, an invoice number, a request identifier from an API response.
  • What you already tried.
  • A screenshot, if the problem is visual.

Genuinely urgent

Say so plainly, and act rather than waiting, if:

  • Chain verification failed — stop posting to that entity and contact support immediately.
  • You suspect unauthorized access — remove the access and rotate API keys first, then write.
  • A payment went to the wrong party — contact your bank as well; recovery is time-sensitive.
  • Payroll cannot be approved before its deadline — the deadline does not move.

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