Andrew

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Activity overview

Latest activity by Andrew
  • Andrew created an article,

    How long does it take for a payment to show up on my account?

    Settlement of a payment made to a MONESQ invoice takes about 48 hrs, or 2 bus days for credit cards, and about 4 settlement days for ACH & echeck.  If you have questions about a specific transactio...

  • Andrew created an article,

    Edit QBO mapping

    In the event you need to make changes to the QuickBooks Online accounts and/or service items you are syncing with MONESQ, you can easily edit these mappings in your QuickBooks Online integration se...

  • Andrew created an article,

    How long does it take to process an ACH?

    It normally takes 3-4 business days to complete an ACH transaction. If you have questions about a transaction, please reach out to support@monesq.com.

  • Andrew created an article,

    Applying rounding rules to time entries

    Click on the profile icon in the upper right of the screen and then select 'Personal settings' Click the 'Rounding rules' tab to enable or disable rounding.      Billable time is rounded to the n...

  • Andrew created an article,

    Create a document for eSignature for leads

    Creating a document for signature Log in to MONESQ and click 'CRM' from the navigation menu on the left: From the CRM dashboard, search for or click the lead for whom you'd like to prepare a docum...

  • Andrew created an article,

    Create calendar event with lead

    Log in to MONESQ and click 'CRM' from the left navigation bar: Click on the lead you wish to schedule a calendar event with: Click 'Create event' from the upper right corner of the screen:   Co...

  • Andrew created an article,

    Viewing your contact lead pipeline

    Contact leads dashboard Log in to MONESQ and click 'CRM' from the navigation menu on the left:   This will produce your CRM dashboard:   This screen represents your sales pipeline or the stages o...

  • Andrew created an article,

    Archiving and viewing archived Contact Leads

    Archiving contact leads Archiving leads happens automatically as you change a Lead's status to 'Hired' or 'Did not hire'.     View archived Contact Leads Log in to MONESQ and select "CRM' from the ...

  • Andrew created an article,

    How do I request ACH or credit card transaction limit increases?

      Requesting an ACH transaction limit increase By default, ACH transitions are limited as follows: Single Debit limit: $50,000.00 Daily Debit limit: $100,000.00 To request transaction limit incre...

  • Andrew created an article,

    Leads Inbox

      Once you have integrated your leads inbox with a third party, you will start to see a list of prospective clients appear in your Leads inbox.   Accessing your Lead inbox: Log in to MONESQ and sel...