Thank you for your reply. The CRM integration is working correctly, just has limitations. I have to manually re-categorize tips from services to tips so they go...
The issue still happens in a Safari private window and a new Firefox window. Attached is a screenshot. I purged my company data (account is 20 days old) and red...
Thank you for the explanation. Since envelopes are not “accounts”, money has to come in and out through the main checking. I may just use a separate account for...
