Reconciliations & Journals

• Why didn't a journal get posted automatically?
• What does "shadow mode" mean?
• What's an "audit sample" flag on a journal?
• What do the reconciliation statuses mean?

Checklist & Account Relationships

• Why does the checklist look different for every client?
• What does the Account Relationships graph actually do?
• What's the difference between Pending Items and the Inbox?

Workspaces & Clients

• Why does a client show "No interactive workspace yet"?
• How do I switch between client workspaces?
• Where do the defaults for a brand-new client come from?

Connectors & Security

• What happens when I disconnect Xero or Sage?
• How do I set up two-factor authentication?
• What's the difference between Admin, Manager, and User roles?

Still need help?

Can't find it here — reach Northwind Finance Operations's monoclose admin directly.