Buildxact

Our most frequent asked questions about account settings and getting started.

General FAQs

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Find more information on system set up as well as training resources like videos and webinars

Getting Started & System Set-up

Learn how to set up and log in to a Buildxact account.

How do I create a Buildxact account?

Navigating Buildxact

Business details, logo, portal, users and more

Set up and manage your account

Support, Help Center, calls and in-app help

Ways to get help

All the different ways to login and troubleshooting for login issues.

How do I log in to Buildxact?

Getting Started

Do you have training videos?

Webinars & Training

How to set up Buildxact tax profile/settings in North America and use them effectively

Tax Profile/Settings in North America

Set up VAT on expenses and income in Buildxact

VAT Settings in the UK

How to configure and customize the way tax is handled within Buildxact

Customizing your Tax Profile

Why do financial summaries in Buildxact show GST-related discrepancies in totals?

Tax Settings and Profile

How to load clients lists from elsewhere into Buildxact in bulk

How to load clients from Excel

You can add insurance details with expiry dates to your contact's cards. This creates an alert to remind you to follow up

Tracking insurance expiry dates of contractors/suppliers

How to create your suppliers and contractors either individually or in bulk

How to load contacts from excel

Learn how to view and create reminders for tasks within Buildxact.

How do I use Buildxact reminders?

Contacts 

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Tickets and conversations you've started through the messenger will appear here.

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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