Resolve Bot
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Recent activity by Resolve Bot-
Merging Customer or Invoice Records
When and why would I merge records within Resolve? If you are utilizing one of Resolve's multiple integrations options and connected with an external source accounting platform, you might fin...
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Account User Roles
Resolve offers 4 different types of user roles with varying levels of dashboard permissions access to help support different functional roles and use cases within your company organization. What ...
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Auto Bookkeeping for QuickBooks Online
What is Auto Bookkeeping? Auto Bookkeeping automatically helps you reconcile Resolve payouts with your QuickBooks Online accounting system. This is an optional feature you can enable to save ...
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How do we use Plaid?
Resolve uses Plaid, a widely-used financial software that allows us to securely connect your financial accounts to our platform. Why does Resolve use Plaid? Plaid pulls data from your financial a...
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Auto Bookkeeping for NetSuite
What is Auto Bookkeeping? Auto Bookkeeping automatically helps you reconcile Resolve payouts with your NetSuite accounting system. This is an optional feature you can enable to save time and ...
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How does Resolve integrate with NetSuite?
Why should I sync my NetSuite with Resolve?Syncing NetSuite with Resolve saves you time by eliminating the need to add invoices and customers manually. It also provides Resolve with as much informa...
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How to add and sign a personal guarantee in the accounts payable dashboard
Overview This feature allows customers to add business owners, complete a soft credit check, and sign a Personal Guarantee directly from the Resolve Buyer Dashboard. Step-by-Step Guide Accessing t...
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Expanding Your Reach with Resolve: Invoicing Customers in Canada, the UK, and the EU
Overview We are excited to announce a new feature that expands your invoicing capabilities beyond the USA. You can now invoice customers located in Canada, the UK, and the European Union (EU), help...
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Apply Credit Notes to Open Invoices
Apply open credits on your account to invoices using the instructions below: 1. Log in to the Customer Portal provided by Resolve Click here to access the login page Don't have an account? Reach ...
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Enrolling customers in Resolve FAQ
What does it mean to enroll a customer? Once you have submitted a customer for credit checking and a credit decision is made, if they are approved for "Advance Pay", they will stay in the "Pendi...