Before you start
Prerequisites and permissions
Have ready
- Owner access if you want to check the Accounting settings page.
Access rules
- Provider credentials and accounting detail are server-owned and Owner-only.
Where to find it
Navigation map
- Connections
- Settings → Accounting
- Financial view
- Finance
Walkthrough
Step by step
- 01
Confirm the provider and business account
Open Settings → Accounting and read the availability message. Accounting connections are not advertised as available; a settings page alone does not mean your accounting software is connected.
- 02
Resolve scoped exceptions
If a connection is offered for your account, check its business name, currency and last successful update before relying on any figures.
- 03
Check the source before using totals
Use the last-confirmed time and coverage labels shown with the figures. Keep accounting-confirmed values separate from operational estimates.
Troubleshooting
If something does not look right
A scope is not accounting-confirmed.
Review its provider, connection, currency, exception and last-confirmed evidence. Do not substitute an operational estimate.
Keep going