The Finance setup checklist reflects the real state of Contacts
The Accounting & Finance setup checklist marked the Contacts step as not done even when a workspace's customers and suppliers already existed in the shared…
Fix · Operations ·
The Accounting & Finance setup checklist marked the Contacts step as not done even when a workspace's customers and suppliers already existed in the shared contact list. It now checks the same place your contacts live.
September 2026 · Releases & improvements
Deals stage filter now lists your actual pipeline stages · Pipeline and won-deal totals now match everywhere they're shown
