Buildxact

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

General FAQs

How do I reset my two-factor authentication (2FA) and QR code setup for Buildxact login?

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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?

Learn about what each section of the left-hand Buildxact navigation menu does.

Understanding the Buildxact navigation menu

Under your Business Details you can set up Registered, Contact and Billing emails.

What is the difference between Registered, Contact and Billing Emails?

Learn about the information panels inside Buildxact.

Can I get help inside Buildxact?

This article contains all the Buildxact sample plans/pricing.

Buildxact sample plans/pricing

Having trouble logging in? Check out this guide with troubleshooting steps for common issues.

Log-in Problems: a troubleshooting guide

This article goes through the process of setting a password when activating your account.

How do I set my password?

Learn how to reset or change your log in password.

Can I reset or change my Buildxact password?

New to Buidxact? This guide will walk you through the basics of setting up your account.

How do I set up my Buildxact account?

Learn how to interact with and try out some of the features in the pipeline at Buildxact

What is the Preview Features section of Buildxact?

Matt Govett

Getting Started

Do you have training videos?

This article includes links for booking in time to talk with our support team.

How do I book a call with Buildxact's customer support team?

Webinars & Training

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

Tax Profile/Settings in North America

Info on tax profile/settings in Australia/New Zealand

Tax Profile/Settings in Australia/New Zealand

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

Customizing your Tax Profile

We've recently changed the way we do tax, there is a slight change you'll need to make to your accounting settings

Updating your Accounting settings for our new Tax (Australia/New Zealand only)

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

Tax Settings and Profile

Learn how to connect to Buildxact via 2-Step Verification (also called 2-Factor Authentication 2FA or Multi-Factor Authentication MFA)

How do I use 2-Step Verification to connect to Buildxact?

Recommended authenticator apps for 2-Step Verification (Also called 2FA or MFA)

2-Step Verification - Recommended Authenticator Apps

2-Step Verification - synchronizing your date/time on your mobile device

2 Step Verification

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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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.

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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.

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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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