Auto Publish Questions

This feature lets you quickly and easily publish your questions automatically by mapping the relevant accounts.

For example, You could map an Uncategorized Expense account. So, a question will be auto-published on the client portal whenever a transaction is posted to this account.

Map the accounts for which you want the questions to be auto-published. This feature ensures your questions are consistently published across all relevant accounts.

Go to a client file and Settings ⚙ --> Auto Publish Questions section.

Map the account(s) you want, type your question, and click the Save button.

Any transaction recorded to the selected account will be auto-published on the client portal.