Auto Publish Questions

an overview 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 here's how it works 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