Completeness. Global Office: Sync

Account Coverage

The bank line says a charge happened. Only the paper says what it was

Connect a bank or card account and Global Office: Sync holds every charge up against the receipts, bills and invoices it already has. What comes back is the list of charges with nothing behind them.

Account Coverage for the last 90 days: 66% covered, 33 of 50 purchases, with 5 needing a document, 8 suggested matches, 30 documented, 3 explained and 4 with no receipt. The suggested matches list checks 1414, 1413 and 1412 each offered a subcontractor's receipt for the same amount, saying a check doesn't say who it paid, and a Palmetto Stone and Gravel charge offered its receipt, within fifty cents and paid with the card ending 2260, each with Yes, this is it and No buttons

Sync proposes, you confirm. Every match comes with its reason in a sentence: the same amount, the bank's description names the supplier, paid with the card ending in the same four digits, posted two days after the receipt. Nothing counts as covered until a person says so.
Sync expects real life. A tip or a fuel charge can settle a little higher than the receipt. Two receipts from the same store might be paid as one charge, and one invoice could be paid in two. Money can come back as a refund. Sync matches each transaction as what it is.
A charge with no paper has somewhere to go. If it doesn't need any, say why - it's a bank fee, or interest, or cash you've already accounted for - and it's marked as explained. Or click Ask for a copy and the message to the supplier is already written, the same way a missing W-9 is asked for.
A percentage you can check. The screen above says 66% covered, and right under it, 33 of 50 purchases have a receipt or a reason. Card payments and transfers between your own accounts aren't counted as purchases, and the screen says so rather than quietly leaving them out.
Sync knows about the accounts you didn't connect. The business's list of accounts holds every bank and card it uses, connected or not, and once a quarter it asks whether that list is complete. The card nobody mentioned is the one the missing receipts are on.
The bank's own label is a suggestion, never an answer. If the bank's description has a supplier's name in it, Sync treats that as a reason to suggest a match and tells you that's the reason. It's never taken as proof of what was bought, because a bank description isn't a line item and never will be.

One charge opened: Palmetto Stone Gravel, $126.86 on the business card. Possible match: the Palmetto Stone and Gravel receipt for $126.36 on August 1, within fifty cents of the receipt, merchant resembles Palmetto Stone and Gravel, paid with the card ending 2260, matched to this merchant before and posted two days after the receipt. Under it Yes, this is it, No and View the document, and a row of other ways to deal with it: attach a document already in Sync, scan the receipt, ask for a copy, no document needed, and can't get a receipt — Open a charge and the whole reason is there, with every other way to deal with it underneath.

Read only, and optional. It never moves money, never sees your bank password, and keeps only the last four digits of an account number. It's not a bank feed and it doesn't balance the books: your accounting software keeps doing that. Each edition includes some connections a month, and the app shows the running total. How connections are counted. How Sync protects your bank connection.

If the books are somebody else's

A bookkeeper doesn't hold their clients' bank credentials, and shouldn't have to. The client makes the connection, and there are two ways to do it.

Send the owner a link. They connect the account on their own phone, with no Sync login, and the bookkeeper never sees the credentials at any point. When the bank asks them to sign in again, the bookkeeper sends another link.
Or take their coverage instead of their bank. A contractor already connected to their bookkeeper can share their Account Coverage, and chooses whether the bookkeeper sees only the charges with no paper or every charge.

The bookkeeper works the list but doesn't just read it. They can attach the paper, explain a charge or ask the supplier for a copy, and every decision is recorded under their own name in the Audit Trail.

And it rolls up. The Global Office: Sync dashboard prints one figure for the whole practice: what share of the connected bank charges across every client have a document or a written reason behind them. One number that says whether the month's paper chase is finished.

Getting the paper you're missing

Global Office: Sync knows who owes you a form. It will write the message too

The card that tells you: Tench Carpentry has been paid $2,220.00 this year with no W-9 on file, that it was three payments, that they crossed the $2,000 1099 threshold on July 22nd on the third one, and that the 1099-NEC deadline is January 31, with a Request W-9 button under it

When the app notices a subcontractor has no W-9, or that a certificate of insurance has run out, the card that tells you carries a button that asks them for it. Their name, their email and their phone are already filled in, out of your own paperwork.

And the message is already written, in words that fit the reason: a certificate that expired, one that's about to, one that never covered the work, one reissued with less cover than the last, a 1099 you're getting in order, a quote nobody came back on. It hands the finished thing to your own email or messaging app, or sends it for you under your name, so it goes from you rather than from a robot. Change a word of it or send it as it stands.

You don't have to type anything. That matters because chasing paper is the job almost nobody does until it's too late, and the reason is never that it was hard. It's that it was unpleasant to start.

Asking a client for documents · Global Office: Sync

Some clients will never be on Global Office: Sync. They can still send you the paper

A client on Contractors or Solo Edition sends you their work as it happens. For everyone else, make a link and type what you need. They open it on their phone and add photos or PDFs, with no account, no password and nothing to install. Every link expires, and you can withdraw one at any time.

Global Office: Sync can send it for you as a finished email with a Send your documents button on it, in your name, and replies come straight back to you. Or copy the message into a text and send it yourself. The message is exactly what you typed, with the link under it.

Every document is scanned the moment it arrives, and none of it goes into the books until you have looked at it. Once everything sent has been dealt with, the request closes itself.

Documents from Brightbay Appliance Repair: one receipt waiting, read as Crossway, September 23, $61.48, with Review and Decline buttons, and the links still open underneath with a Withdraw button on each

Where it stops, said here rather than discovered later. Reminders are off for every client until you turn them on. Once they're on, they stop after five emails. After that it's a new link, or a phone call.

Knowing what's missing, not just what you have

The bank line says a charge happened. Only the paper says what it was

If the books are somebody else's

Global Office: Sync knows who owes you a form. It will write the message too

Some clients will never be on Global Office: Sync. They can still send you the paper