Start with what does not reconcile
Name the record type, period and expected result. Keep the main record clear and distinguish an actual transaction from a budget or forecast assumption.
Get help with a specific issue
Explain the affected record type and reporting period. Provide a non-sensitive example of the discrepancy and the systems involved. Do not include payment-card data or account credentials.
Get account-specific help
Setup and support are included. Contact our team for the instructions that match your account and connected systems. Do not send passwords or private guest documents in an initial enquiry.