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Manage ledger requests in AI Analyzer
You can manage AI Analyze ledger requests, including creating multiple requests, resending requests without using units, and handling QuickBooks account selection issues.
Create additional ledger requests
You can create a new ledger request while an existing request is still processing. In the
Communication
tab, select Create Request
, then choose Request ledger data
.Resend or redo a request without consuming units
Creating a new ledger request doesn’t consume AI Analyze units. Units are deducted only when an analysis runs.
If the client hasn’t uploaded data, you can resend the request email. Select
Edit
on the existing ledger request in the Communication
tab to send it again.If the client has already uploaded data, create a new ledger request.
QuickBooks account selection
AI Analyze doesn't show the QuickBooks account selected by the client, and the requestor can't change it. Only the client can select or correct the account.
This article applies to:
- Product: Engagement Manager