Frequently asked questions

Getting started

• Can I change my workspace type later? No. It is chosen at signup and fixed. Create a second workspace if you need both products.
• My company was not found in the registry. Check the tax ID, or fill the details in yourself. It never blocks you from continuing.

Capturing invoices

• An invoice was not captured. Forward it to your capture address or upload it manually.
• What does "Needs review" mean? SignSolid was not confident about a field and wants you to confirm it.
• A field was extracted wrongly. Correct it by hand, or upload a clearer copy so it reprocesses.

Bank and reconciliation

• "Consent is invalid". Revoke the existing SignSolid access in your bank's app, then connect again.
• A transaction did not match. Match it yourself from the invoice, and SignSolid learns from it.
• Why do I keep re-approving my bank? PSD2 requires it every 90 days.

Storage

• Where are my invoices kept? Encrypted in the EU by SignSolid, and mirrored into your own cloud storage if you connect one.
• Do I have to connect cloud storage? No. It is optional.

Access and workspaces

• How do I give my accountant access? Invite them with the External accountant role. It is read only and does not use a seat.
• I run several companies. Each is a separate workspace, with its own data, and nothing is shared between them.

Account and billing

• Changing language or theme. Language is in Settings > Preferences. Theme is in the user menu.
• What counts toward my limits? Processed invoices, synced bank transactions, and AI assistant questions each month, plus caps on workspaces, bank connections, and team members.
• How do I delete my account? Settings > Data and privacy.

Still stuck

Contact support with what you were doing and roughly when, and we will pick it up.