Where you find her
- Books Health: what is wrong in your books, and the repair
- Period End Closing: an item on the close checklist that is not done
- Payment Runs: a run that is stuck or a payment that did not go through
- Bills: bills that are stuck on their way to being paid
- VAT Return, under Before you file: a check that did not pass
- Recon Workbench: bank lines that do not match
- Products & Services: stock that has gone below zero
- Importers: a file that will not import
- Undelivered emails, and integration problems on the Dashboard
- Bank matches on your phone
What she does
- She explains first. Every answer starts from the facts on your screen.
- Where the screen has a fix, she offers it under What I can do. Before anything happens you see What will change, in the screen’s own words, and the fix runs only when you confirm it. It is the same repair the screen offers without her.
- On the VAT return she only explains. She never files and never changes a figure; she points you to the screen that makes each fix.
- If the problem is in Softbooq itself, not in your books, she tells you so. Asking is then free.
What it costs
The button says the cost before you ask:
When today’s included help is used up and there are no credits, the button is replaced by a line saying when her help comes back.
Jacinta needs AI to be switched on for your workspace and the permission Use the AI assistant. Without them the button does not appear, and the screen’s own fixes still work.
See also
Jacinta, your AI assistant
Asking her anything, anywhere.
AI Credits
What is free and what uses credits.
Finance
Books Health, bills and payment runs.