Settings and Configurations

Scheduled Payments

• What are Scheduled Payments?
• How do I know if I have set up scheduled payments for a vendor?
• Can I change an existing scheduled payment?

Approvals

• What are approval rules? How do I set up approval rules?
• Who has the permission to set up approval rules?
• What is the difference between serial and parallel approval?
• Does Profit support approval chains?
• Can I set up limits-based approval workflows?
• Can I set up different approval rules depending on the vendor?

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Transactions

• What do I see in the transactions?
• How can I record a payment?
• Can I download my transaction data?
• What is the difference between the data shown in my paid tabs and transaction tabs?
• How can I refund transactions?

Contacts

• What are the different types of contacts currently supported by the platform?
• How can I add a new Vendor?
• If a new vendor is added in Profit, will it show up in my accounting software?
• What are the different permission sets for Vendors?
• How can I add a new customer?
• If a new customer is added in Profit, will it show up in my accounting software?

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Settings

• [MID per Company] Can I create a unique Payment account per company?
• [MID per Company] Why do I need a payment account?
• [MID per Company] How do I create a payment account?
• [MID per Company] What is required to set up a Payment Account?
• [Connect Bank Account] What if I have multiple bank accounts?
• [Connect Bank Account] Can I disconnect my bank account that I have connected with MX?

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Permissions

• What are the different permissions available and how do they work?
• Who is responsible for managing permissions?

Sync and Integrations

• Step-by-step guide for QuickBooks Sync Setup
• Step-by-step guide for Sage Intacct Sync Setup
• What happens if I get a Sync error?
• Why is Sync needed?
• How does Sync work?
• What other accounting platforms does Profit sync with?