Accounting Seed’s new Customer Support portal provides our customers with a better way to create and manage support cases. Access your portal today and experience the features of Accounting Seed’s new Customer Support portal.
To access Accounting Seed’s new Customer Support portal, first, set up your user account. This can be done by accessing our Sign Up page and registering your name, title, and your work email address. After you have entered this information, click the “Sign Up” button.
When you’re finished, you will be able to access all the current features of our new Customer Support portal.
➤ Click here to begin setting up your portal.
Instructions: Create and Manage Cases
The new Customer Support portal makes it easier than ever to log a case with our Support Team and to check the status of open cases that were submitted by your organization.
To begin, click the “My Cases” tab located on the home page, or within the navigation bar of any page in the Customer Support portal.
You will be directed to the case page, where you can create a new case or view existing cases related to your organization.
Prior to opening a new case, it’s a good idea to ensure a member of your team has not already requested support on your topic.
You can sort your list view in an ascending or descending order by clicking on one of the associated column headers.
By clicking on the associated case number, you have the ability to view and respond to comments related to the existing case.
Once you've confirmed there is no existing open case related to your support need, you can create a new case. This can be done by locating the "New" tab in the top right corner of the Cases page.
A New Case form will appear. In order to save your new support case, the following information is required:
- Subject: This field allows you to create a unique title for your case.
- Description: An area to provide details about your issue.
- Case Reason: This area helps us assign your case to a support team member who is best able to assist you.
- Status: This defaults to “New” for all case forms.
When the required fields have been completed, click the “Save” button to submit your case to our Support Team.
- Fields outlined in red are required to save your case.
- Fields outlined in green will initially be empty and will auto-populate upon saving your case.
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