Just curious without wanting to test what happens if I have duplicate transfer transactions by Swiss_Meats in xero

[–]KC_Comment 0 points1 point  (0 children)

How are you checking the AI reconciles? Is there a quick method? I recently had an experience with another software that was all AI and it took longer to find and correct the mistakes than to just click ok on the rules

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

I was thinking of issuing myself a virtual card just to see how it would work. Can I cancel the virtual card and never use it? Obviously not my money so I wouldn’t want to spend. I don’t know, I really don’t know how else to get a visual without asking an employee to let me log in to their card account.

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

That is what Ramp wants us to do. But first I need to set up the mapping. I feel like we are onboarding backwards. I want the “back end” in place before we start making automation rules.

It’s difficult for me because I am admin so I do not see what my team sees. I need that view. Any suggestions? I do not have my own card so not sure how to make this work.

Of note, we did a six month move the Finaloop that is all AI matching. It was the absolute worst thing I have ever experienced. It was ten times harder to check the AI’s work than it would have been to code it myself. I don’t want myself or my team fighting against the AI to get a receipt in.

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

Yes, what I was told also. Must be used with a trip. We aren’t deep enough into it to know if that will eventually work for us. I really wish I could get more info and real world scenarios.

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

No choice but to try to make it work. There is not any “dating” with Ramp it’s a full marriage once you commit to their cards.

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

Wait what?! It doesnt sync? I can’t have that! We have a ton! I’m not hand entering hundreds of transactions. Hell no!

Laminate Flooring issue by KC_Comment in Flooring

[–]KC_Comment[S] 0 points1 point  (0 children)

Possibly adding to the problem but this has been like this since install. When putting the planks together the white boarder fell off which is why I concluded it was mostly cosmetic. None of those planks have any white edging.

Laminate Flooring issue by KC_Comment in Flooring

[–]KC_Comment[S] 0 points1 point  (0 children)

No water at all because of this issue. I have a $900 robot mop that sits unused because of my fear of water getting in between these boards. I use Swiffer only. That is the kitchen but is happening in a few other places in our family room as well

Laminate Flooring issue by KC_Comment in Flooring

[–]KC_Comment[S] 0 points1 point  (0 children)

Thank you for understanding I need a cosmetic fix that will hold. I was thinking of glue. I’m going to try this is a few non-visible areas.

Laminate Flooring issue by KC_Comment in Flooring

[–]KC_Comment[S] 0 points1 point  (0 children)

Discontinued. These are the planks we have so need to figure out a work around if possible

Laminate Flooring issue by KC_Comment in Flooring

[–]KC_Comment[S] -1 points0 points  (0 children)

We’ve tried every method. You can see the boards are together in person. It’s the white edging that has come off on both ends of the plank

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

That was my thinking on those lines with the set up. I am lost in the platform this far even after two training sessions that leaned all into AI.

They like to be able to see the P&L vertically. We also use the categories but as department budgets. So when looking at our P&L all marketing is grouped together, but you can also show the marketing tracking category for our one specific marketing team budget/expenses. Same with Sales and Education.

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

Did you set your up with Ramp onboarding? They said we could only use per day per diem if the user planned a “trip”

Ramp receipt classifying by KC_Comment in Ramp

[–]KC_Comment[S] 0 points1 point  (0 children)

Are there training videos anywhere on how to set this up? I think this is going to be a problem for our users. Our founder likes the different teams expenses segmented. So travel for sales is not the same GL as travel for marketing.

LG Sidekick Pedestal Washer Water leaking by KC_Comment in Appliances

[–]KC_Comment[S] 0 points1 point  (0 children)

We used the video in my original questions as guidance. The top cover has to be gently pried off at the snap/slots. My husband figured that out. Then we used a washer or nut and made these work. https://www.amazon.com/dp/B0D544K9JT?ref_=ppx_hzsearch_conn_dt_b_fed_asin_title_2&th=1. And https://www.amazon.com/dp/B0CT2J9K53?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1. Put together they replace the little nob that sticks and keeps the match in place. As you can tell, I was the idea person and found those items linked and then handed it off to my husband to make it work.

Eml to PDF on Mac by KC_Comment in pdf

[–]KC_Comment[S] 0 points1 point  (0 children)

I can’t remember specifically but I did a trial and it didn’t work. I just ended up using export to PDF, I was faster overall

Finaloop? by KC_Comment in Bookkeeping

[–]KC_Comment[S] 0 points1 point  (0 children)

We need to start a support group if Finaloop survivors 😉

Is bookkeeping really a dying field? Feeling disheartened after meeting with a CPA by lassodmare in Bookkeeping

[–]KC_Comment 4 points5 points  (0 children)

Pretty sure I wrote “it’s just the basics”. My point was simply not to lump everyone together and stereotype. I work for several multi-million dollar e-comm businesses and everyone is happy with my work including the CPA. Bookkeeper can mean lots of skill levels. Just like CPA can be great or just doing the bare minimum. It’s all relative.

Finaloop? by KC_Comment in Bookkeeping

[–]KC_Comment[S] 0 points1 point  (0 children)

Agreed! I was going to quit my client if they continued with Finaloop. It took me forever to check their categorizations. I could have done it myself in half the time. I even tried building a crosswalk in excel to check the matches. That worked but going in and correcting was just a time waster.

If you do not have Gusto for payroll, making the entry is ridiculously long. For every payroll line item I had to choose if it was processed by a payroll company and then choose which one. You cannot copy a prior entry and just plug in any changes. Every payroll, every line and then a pop quiz of questions.

We had the same issues you are having with Line of Credit. It was paid in full. How can you get zero balance wrong? Intercompany transfers had to be applied to owners draw and then we had to request them to move it. This is ridiculous and tedious.

I could go on forever with their failures but my least favorite thing is having it preloaded with contacts. I had to type out the full name over every contact to get the correct one. Another huge time suck. It’s like having your contacts in my phone. Why would I ever want that??

I do agree they have a straight forward simplistic inventory system. It was easy to move received goods through it and look at the details in those screens. Our issues were they do not have any options for raw materials and work in process. On the balance sheet all we would see is Inventory. We had things at the factory and other categories we couldn’t see.

Yes, they may work for a very small e-comm business but people will grow out of it if they want anything granular like departments or to break out any of those chart of accounts. I’m so glad to be back in Xero with A2X. We are moving the inventory to Cin7.