Your first week checklist

A day-by-day list for getting Accountable running in your first week. Most teams finish it in a few short sessions.

Day 1: Account and integrations

• Finish business verification. See Creating your account.
• Connect your PMS and click Import Properties on the Properties page.
• Connect your accounting system.
• Map each Accountable account and card to a general ledger account on the Accounts page.

Day 2: Team and cards

• Add your team in Settings > Team > Members, with mobile numbers for every cardholder.
• Connect your Ramp account or bank cards in Settings > Integrations > External Cards.
• If you use Ramp, import your Ramp cardholders.
• Create departments if managers should review their own team's spend.

Day 3: Receipt links

• Review Settings > Account > Transaction Links. Add the fields you want field staff to fill in, such as a Breezeway task or work order.
• Turn on Auto Reminder so cardholders get a follow-up text if they skip a receipt.
• Make a small test purchase and complete the link yourself.

Day 4: Rules and coding

• Open your accounting review queue under Accounting and click the Accounting Rules tab.
• Add rules for your most common merchants, such as hardware stores and cleaning suppliers.
• Set property class or department defaults with Edit Accounting Fields on the Properties page.

Day 5: Review and sync

• Work through each review queue and click Mark Ready on complete transactions.
• Click Sync and confirm in Review & Sync.
• Check Sync History to confirm everything posted.

Optional next steps

• Set up bill pay and invite your vendors. See Bill pay overview.
• Connect Breezeway and start using Work Orders.
• Ask your Accountable contact about turning on Inventory.

Tip: Tell field staff ahead of time that texts will come from Accountable, so they know the links are expected.