Financial troubleshooting

Financial workflows depend on consistent configuration across projects, tasks, labor categories, rate schedules, expenses, invoice templates, taxes, and integrations.

What you can do

• Check project rate schedule when calculated amounts look wrong.
• Check labor category and billing rate configuration when task or time prices are missing.
• Check invoice status and workflow when invoices cannot be edited or sent.
• Check QBO connection and mappings when accounting sync fails.
• Escalate internal integration issues through support channels.

Environmental consulting example

If a field task does not appear on an invoice, check whether the task is billable, classified to the correct project, has a labor category, and has approved time.