KiahD admin
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- Username KiahD
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Re: BMO PROBLEMS
Hi again all! To give you an update, this integration is still experiencing connection issues. Our banking data provider is working on a resolution, however as the resolution is handled by a third pa… (View Post)-2 -
Re: BMO PROBLEMS
Hi Everyone! We were experiencing some widespread connection issues with BMO and Plaid, which caused the connection to break, and for some users, to be removed from their accounts. To prevent further… (View Post)-2 -
Re: Coming soon: Wave's new Receipts feature
Hey @rwcgh, I've spoken with the Wave Money team here, and they have confirmed that correct workflow here would be to enter the amount in your default currency and then attach the receipt. If you loo… (View Post)-10 -
Re: Limiting a user
Hey @Countryside ! As it turns out, User permissions aren't customisable, so, for example, if you have added an Admin user, it's not possible to "turn off" their access to bank connections … (View Post)-1 -
Re: Customer activity
Hi @CSC, although it's not currently possible to see the transactions in the customer's profile, there is another place where you can find them! We have an income by customer report instead. You can … (View Post)-1