Configuration status
Check firm setup and open the relevant settings to make changes.
VT refresh schedule and process report
Shared accounting retrieval schedule and process report
ERPNext posting
Manual posting — Available. Review suggestions in Workbench, post in ERPNext and record the outcome here.
Automatic posting and reversal cannot be enabled in this release. Manual posting remains available. OCR and LLM processing schedules do not enable ERPNext posting or reversal.
Accivo subscription for your firm
Review the applied firm package, staff seats and allowances. Client Business OS licences are separate contracts.
View firm subscriptionLLM & OCR
Automation settings could not be read
The requested information could not be loaded.
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code: dependency_unavailable
DD integrations
Readiness unavailable: automation settings could not be loaded.
Review DD policy and connectionScanners & assistant
Scanner policies could not be read
The requested information could not be loaded.
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code: dependency_unavailable
Email delivery
Email status could not be read
The requested information could not be loaded.
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code: dependency_unavailable
Billing connection
Billing status could not be read
The requested information could not be loaded.
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code: dependency_unavailable