If you encounter an error message like Invalid Enumeration or Invalid Selection, you may be dealing with an error with the dropdown menus in your report or resource. Dropdown menus are the select buttons that appear to make choosing things, like Accounts from your Chart of Accounts, or Vendors from your Vendor List, easier. Here […]
Dropdown Selection Errors in Reports Read More »
We are excited to announce that this week we released a new set of connectivity and reporting for HubSpot. HubSpot is a leading growth platform that has been helping businesses grow better by aligning marketing, sales, and service teams for a more comprehensive view of the customer. With its powerful suite of tools including email
Announcing the HubSpot Integration for Amalgam Read More »
If you have issues using Amalgam in Google Sheets, the issue is often related to conflicting logins. This can manifest as either being unable to log into the plugin (after installing it), or being unable to install the plugin. Understanding Conflicting Logins Conflicting Google account logins occur when users have multiple Google accounts and inadvertently
Google Sheets: Conflicting Logins Read More »
The below is a running list of terms you may be unfamiliar with as you navigate Amalgam’s support resources. Accounting PlatformSoftware designed for managing financial transactions, tracking expenses and income, and generating financial reports for individuals or businesses. For example, QuickBooks Online is an accounting platform popular with many of our users. Amalgam tries to
Amalgam Glossary of Terms Read More »
As an admin, you have the privilege of installing and managing plugins for your entire organization. In this guide, we’ll walk you through the steps to install the Amalgam plugin for Google Sheets, ensuring that your team can harness its capabilities efficiently. Prerequisites: Before proceeding, make sure you have the following: Steps to Install the
Installing the Google Sheets Plugin for your entire Organization Read More »
If you no longer wish to use your Amalgam account, you can easily cancel it by following a few simple steps. Cancelling your account will stop any future payments following the end of your subscription period, and result in the removal of all user data associated with your team. Here’s a step-by-step guide on how
How to Cancel your Account Read More »
As the year draws to a close, business owners and freelancers find themselves amidst the annual ritual of preparing 1099s, a crucial task for tax season. It’s a task that can completely take over the month of January, so it pays to do a bit of preparation. While there are a lot of great tools
The Role of Automation in 1099 Prep Read More »
In a relationship business, your clients are often your most valuable data sources. Here we explore how automation can extend to effective process design, leading to less work and better service.
When Less is More: Training Clients to Work for You Read More »
Today we released a brand new set of features to support better sharing of integrations between users in working groups. Users will now be able to create groups of users and integrations to more easily organize together related people and app connections. Beyond offering an organized way of sharing connections quickly, Groups will also provide
Feature Update: User Groups & Permissions Read More »
