I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!
Best answer by Michael
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Hey
If you want to share it privately, either message me on this forum or drop a note to Michael via support(at)digits(dot)com and I’ll dig in with the team.
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For anyone else following along or that this this issue, the future, I wanted to share how to fix the issue.
When viewing a client, you can see what categories are enabled for Transaction Review by checking the “Settings” for the client.
From Transaction Review for a client,
* Click on "Settings."
* Add "Ask my Accountant" under "Category Setup." (or any other category you want)
* Lastly, hit "Save."
We will then start pulling any of those expenses within the past 60 days, usually within 5-10 minutes, and then older transactions within a few hours.
I’m having the same issue with a Venmo transaction. According to the settings, it should appear in transactions for review, but it does not.appear.
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