Scenario map
Follow the operating track, open a scenario, and see where responsibility changes hands.
3 tracks8 scenarios
AL
Account layer
One account tree shared by registers, budgets, reports, and QuickBooks.
RP
Reports and planning
Read sales, costs, and profit against the budget, with a forecast to the end of the season.
QB
QuickBooks
QuickBooks follows SettleWise; when it cannot, fix the cause and retry.
Shared operating concept
SettleWise
Alerts connected to this scope
These alerts depend on records in this scope. The responsible person corrects the trusted source before the next step in the money loop.
A name in this matrix documents operating coverage; it does not grant application access by itself.
| Alert | When | Source scope | Trigger summary | Responsibility | Coverage | Status |
|---|---|---|---|---|---|---|
| QuickBooks sync error | Platform | Accounting & QuickBooks | A posted movement failed to sync or returned a mapping error. | Primary: Accounting resolves the mapping or retryEscalation: Admin when integration settings changed | Primary: AccountingBackup: Admin | Needs review |