General
Cristobal M
9/24/25, 11:19:22 AM EDT
Hey Jessica, sorry I think I did not confirm with you that we brought back the missing accounts from an old backup. Let us know if you can see all of them correctly now.
Jessica S
9/24/25, 8:42:34 PM EDT
Thanks Cristobal! I am seeing all the accounts now. But, I cannot add a new "Expense Type" and I am getting a weird issue on the first entry of an expense or income on a project -- when I save the entry, the screen becomes a blur and I have to refresh the screen. It doesn't seem to happen on following entries, only on the first. See attached photo for example.
Jessica S
9/29/25, 8:31:36 AM EDT
Hi Cristobal, I'm having an issue with finances that leaves me unable to work. It seems like there's no longer an option to add incomes or expenses to many projects. I also cannot edit entries. I believe Christopher deployed something over the weekend and the issues popped up after that happened. Can you please check and make sure finances functions are fully operational across all projects? Thank you!
Jessica S
9/30/25, 10:56:42 AM EDT
Hey Cristobal, Just checking in on the Finances issue. It's the first of the month tomorrow and there is a lot of work that's getting backlogged because I'm unable to work. What do you think the timeline looks like for taking a look at this issue?
Cristobal M
9/30/25, 1:27:19 PM EDT
Hello Jessica, sorry for the delay on the response, Can you tell some of the Projects you are not able to edit, we made a change so only Team members should be able to use the Finances area. Lets verify if you are Team Member on those projects if not I can add you as Team Member
Cristobal M
9/30/25, 8:43:12 PM EDT
Jessica we found the issues with the Permissions, you should be able to add Income/Expenses on the projects now.
And for the individual fields like "Add Expense Type" you should be also able to add new, the popup may not reload correctly so the next time you add a Income you should see the New Expenses types. I can fix better this commponent, but at least for now is saving the new values.
And for the individual fields like "Add Expense Type" you should be also able to add new, the popup may not reload correctly so the next time you add a Income you should see the New Expenses types. I can fix better this commponent, but at least for now is saving the new values.
Jessica S
9/30/25, 8:58:52 PM EDT
Thanks Cristobal. My projects look a bit like I can't navigate to any options now. No navigation to anything financial....what is the command I need to do to completely refresh?
Cristobal M
10/1/25, 11:19:28 AM EDT
Hello, no, some of us may let a Developer mode enabled by mistake, that should be gone by now, Let me know if you can navigate now please.
Jessica S
10/1/25, 12:48:56 PM EDT
Thank you Cristobal, Things are looking good and working overall. I have noticed one minor thing -- one account isn't populating correctly in the list, it's coming up in code. I believe it's "Christopher's Operations USA". Attached photo shows how it appears.
Cristobal M
10/1/25, 7:43:04 PM EDT
Jessica S
Thank you Cristobal, Things are looking good and working overall. I have noticed one minor thing -- one account isn't populating correctly in the list, it's coming up in code. I believe it's "Christopher's Operations USA". Attached photo shows how it appears.
Yes It is a multilanguage label issue, I can fix it.
Jessica S
10/15/25, 8:53:59 AM EDT
Hi Cristobal, We have had an inquiry on a payment by a client (ie they don't recognize the payment). In order for me to resolve it through Stripe, I will need to be able to download a copy of the Smith&Co paid invoice as proof of billing. Currently, when I click on it I get a blank screen with a jumpy bottom bar. Is it possible for me to view and download a paid invoice?
Can whomever communicates directly with the client on billing please let them know that "OPEN INS" is us? The payment was made by Amex by morgan@smithandco.ltd on Sept. 17. At this point it is only an inquiry into the charge. No refund has occurred. Please do not bill them again, at this time.
Can whomever communicates directly with the client on billing please let them know that "OPEN INS" is us? The payment was made by Amex by morgan@smithandco.ltd on Sept. 17. At this point it is only an inquiry into the charge. No refund has occurred. Please do not bill them again, at this time.
Jessica S
10/15/25, 10:22:58 AM EDT
And Cristobal, can you please give me permission to view the calendar view within the Tierra Sagrada project?
Cristobal M
10/15/25, 1:40:26 PM EDT
Hello Jessica, I fixed the problem with the Header in the invoice. Now should be able to see the logo and EM address
Jessica S
10/16/25, 12:32:49 PM EDT
Good morning Cristobal, By chance did you have time to add me to the Tierra Sagrada booking calendar yesterday?
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