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What's New and the Getting started checklist

Find product updates in the What's New tab and on your dashboard, and follow the Getting started checklist in your first week.

Accountable shows product updates inside the app, and new accounts get a checklist on the dashboard for their first week.

The What's New tab

What's New sits in the left navigation, right under Dashboard. Everyone on the account sees it. A number beside it shows how many updates you haven't read.

The page lists updates by month, newest first. Each update shows:

  • The area of the product it's in, such as Cards & receipts or Work Orders.
  • Whether it's New, Improved or Fixed.
  • The highlights, and where to find it in the app.
  • A button to open it, where there's somewhere to go.

Opening the page marks the updates as read.

What's New on the dashboard

Your newest unread update also shows as a card on the Dashboard, under New in Accountable. Click See all updates to open the What's New page. Dismissing the card marks everything as read.

The Getting started checklist

In an account's first 7 days, admins see a Getting started checklist on the Dashboard while any step is left. It shows how many steps are done, and each step says what's needed and links to where you do it.

Steps depend on what your account uses. They include:

  1. Verify your business
  2. Connect your PMS, then Import properties from it
  3. Connect your operations tool, such as Breezeway
  4. Connect your accounting system
  5. Connect your cards
  6. Add your team, Match cards to people and Add mobile numbers
  7. Turn on receipt texts
  8. Code your first charge

Each step is marked Needs you, Waiting on Accountable, or done. Anything you skip, you'll finish together with the Accountable team on your onboarding call.

Need a hand? Email support@accountablevr.com