Answers to all your questions about system of record functionality

How does Blissfully handle the same transaction from multiple sources?

Transactions appearing in multiple sources is common. For example, you may receive an invoice via email and record the payment in QuickBooks.

Blissfully can detect when line items from different sources refer to the same transaction. Wherever the transaction appears, such as the Spend tab of an app detail page, Blissfully will list the line items and sources referring to the transaction.

Selecting the arrow on the left will show the line item details

What is the impact of marking a person as an employee vs a contractor?

At present, the distinction is only for reference. If you'd like it to do more, open the chat bubble at the bottom of the page and let us know!

The person who set up one of our integrations is leaving and we are shutting down their accounts. Do we need to set up the integration again?

In most cases, yes. The integration may not break right away as well. To be safe, we recommend re-installing any integration where the integrator is leaving the company.

For G Suite (and G Suite Automation), re-integration is not necessary as long as there is at least one other super admin in your G Suite instance.

When do integration syncs run?

In most cases, syncs happen daily.

If you have just installed an integration, it will start a sync immediately. Similarly, if you have just enabled team sync on an existing integration, teams will start a sync immediately.

Why can't I connect my Silicon Valley Bank credit card to Blissfully?

Unfortunately, the third-party tool we use to connect to credit cards and bank accounts does not support SVB credit cards. It does support SVB bank accounts though.

If you want to track SVB credit card spend in Blissfully, there are three workarounds available:

  1. Integrate SVB with QuickBooks, then integrate QuickBooks with Blissfully

  2. Integrate SVB with Expensify, then integrate Expensify with Blissfully

  3. Export SVB credit card transactions to CSV, then upload the CSV to Blissfully

Some of my spend is missing. What should I do?

If the missing spend should come from email parsing, there may be a few causes.

First, we can only detect invoice emails that have not been deleted.

Second, we do not by default detect invoice emails sent to Google Groups. If your invoice emails are going to Google Groups, you'll need to add them explicitly in the settings of the G Suite integration.

If neither of the above fixes the issue, then our email invoice parser for the app in question may be broken. Please forward a recent invoice email from the app in question to [email protected] Our tech team will review the issue and use the recent invoice email to fix the parser.

If the missing spend should come from an accounting & finance integration or from CSV upload, review your imported transactions in Accounting Events and filter for unmatched transactions.

Accounting Events may contain sensitive financial information and is therefore disabled by default for all of your users. Contact customer support by live chat or email to request access to Accounting Events.

How is a person's spend last month calculated?

A person's spend last month comes from the spend allocated to their teams by apps.

For example, let's say John is a member of the Marketing team only. HubSpot is assigned to Sales and to Marketing, with $1,000 in monthly spend allocated evenly between the two teams. Marketing has 5 people.

Since the $1,000 of HubSpot spend is allocated evenly between the teams, Marketing's HubSpot spend is $500. Since Marketing have 5 people, each person's spend is $100.

John's spend last month will be $100. If there are other apps assigned to Marketing, they will be split up and added to John's spend last month in the same way.

Note that the person's app status does not factor in. Continuing the example above, even if we have not detected any HubSpot use for John, HubSpot spend will still contribute to his spend last month.

Similarly, a person who uses an app but isn't on a team with the app assigned won't have that app's spend reflected in the person's spend last month. Continuing the example above, if Alice is a known HubSpot user but isn't on the Sales team or the Marketing team, HubSpot spend will not contribute to her spend last month.

Is Blissfully team sync two-way?

No, Blissfully team sync is one-way. Team sync detects changes in the source (Google OUs, Google Groups, BambooHR departments, or Okta groups) and reflects them in Blissfully teams, but changes in Blissfully teams will not reflect in the source.

One benefit of one-way sync is mixing teams from different sources. For example, you can have a Blissfully-native team as a parent of a team synced from Okta.

Does team spend include spend from child teams?

No, team spend does not include spend from child teams.