Roc
Community stats
- Username Roc
- Joined
- Visits 16
- Last Active
- Roles Member
- Points 20
- Badges
- 3
- Posts
- 7
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Re: How to set up an invoice reminder
I'm trying to figure out how this setting got turned on, and how long it has been happening. The "reminder" isn't very friendly and was brought to my attention by a first-time client. Consi… (View Post)1 -
Re: RBC Bank Connection in Canada keeps failing
I am not getting that error but my RBC transactions have only updated once since September 24th. Today I have this note on my Connected Accounts page: "We can’t import transactions from this fin… (View Post)1 -
Re: What are customer statements and when should I use them?
This is an excellent improvement to the system. Please also add an option to create a statement which includes both paid AND unpaid invoices, but does not include all the clutter of the Account Activ… (View Post)2 -
Re: RBC Bank Connection in Canada keeps failing
Is it possible to get in-app, or emailed updates about the RBC account status? I understand that the new bank connection provider doesn't work with RBC, but I would like to receive weekly updates abo… (View Post)4
