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How to switch Resolution Method

⚪️ User guide

Finbooks gives users the possibility of choosing between 2 Resolution Methods. You can check this article to discover what are the Resolution Methods and how they work.

In this article you'll learn how to switch your Resolution Method.


How to know what Resolution Method you are using

The quickest way to check your active Resolution Method is to look at the banner at the top of the main navigation menu.

Automatic fixes ON indicates Finbooks Intelligence is enabled in the account.

Automatic fixes OFF indicates manual correction mode is active.


How to switch your Resolution Method

You can change your Resolution Method once every 12 hours. To switch, follow these steps:

  1. click on Automatic fixes On/OFF as seen in the images above

  2. scroll down to the Error resolution method section, then click on Change

  3. select the method you want to switch to, then click on Confirm

  4. in the new page click on Confirm and proceed to make the change effective

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