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 for which you'd like to Auto Publish Questions
Settings ⚙ --> Auto Publish Questions section.
Map the account(s) you want, type your question (this is the question that will show up on the portal), and click the Save button.
Any transaction recorded to the selected account will be auto-published on the client portal.
If you change the account mapping later, previously asked questions will not be deleted.
Video Tutorial