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  3. Troubleshooting

Troubleshooting

Something not behaving the way you expect? These articles cover the things that most often go sideways, and what to do about each one.

Documents & email

  • FixA document is stuck in "Needs review"Needs review is waiting for you. Two taps and it's done.
  • FixAn email I forwarded didn't arriveWalk through the four reasons in order. One usually explains it.
  • FixI can't find a document I uploadedMost missing documents land in filters, the waiting room, or duplicates.
  • FixThe AI extracted the wrong amount or contractorOpen the document and fix the wrong field. Takes ten seconds.

Money & budget

  • FixA contractor's VAT number won't validateThree causes in order: format, checksum, or the public register being slow.
  • FixMy budget total looks wrongEight things to check, ordered by what most often explains it.

Quotes, contractors & plans

  • FixMy architect can't open the share linkWalk these in order: expired, revoked, wrong email, browser issues.

Your project & account

  • FixI'm not getting push notificationsWhy pushes might not reach you, and how to fix each cause.
  • FixMy cloud backup says 'disconnected'Why a cloud backup shows disconnected, and how to reconnect it.
  • FixMy magic link email never arrivesWhy the sign-in email might not arrive, and what to try first.
  • FixMy partner can't accept the inviteExpired tokens, wrong email, or a sign-in issue. Walk through these.
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