Liquid Support

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Liquid Support

For Businesses

For Businesses

Learn how to use Liquid as a Client.

Which foreign currencies does Liquid pay out in?

Getting Started

How do I get started using Liquid?

How can I learn how to use Liquid?

How do I create my Client account in Liquid?

How do I complete Financial Setup in Liquid?

How do I complete Legal Setup in Liquid?

Why are there some businesses which are restricted from using Liquid?

How do I verify my bank account in Liquid?

What is KYC?

How do I verify my account in Liquid?

What documentation do I need to verify my account in Liquid?

How do I verify my identity for Liquid with Persona?

How would I use Liquid with my existing contractors and new contractors?

Is it possible to subscribe to Liquid only for the purposes of collecting IRS Forms W-8 and W-9?

Do you offer discounts to Non-Profit Organizations?

What Bulk Actions are available in Liquid to Clients?

How do I set up the Liquid platform for my company with advanced settings?

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Master Contracts / Onboarding Vendors

What is a Master Contract?

What are Onboarding Processes?

What is the Offline Contracts onboarding process?

How do I invite a Vendor to Liquid?

How can I invite several Vendors at once?

Can I upload my own CSV to invite Vendors in bulk?

How do I resend an invite to a Vendor?

How can I change or customize the welcome message sent out to new Vendors via email?

How do I update an email address for an invited Vendor?

How do I invite a non-Service Vendor to Liquid?

My vendor says they finished setup but I still see them as INVITED

My vendor says they finished setup but I still see them as IN PROCESS

How do I extend the Master Contract end date for a Vendor?

How do I extend the Master Contract end date for a Vendor when the contract has expired?

What are Liquid's standard contracts?

How can I sign my own custom contracts in Liquid?

Can I use Liquid with my own signed Contracts?

How do I get notified when a contract is ending?

How do I turn on countersigning in Liquid?

How do I send my Vendor new contracts to sign?

How do I replace the Master Contract for a Vendor?

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Managing Vendors

Vendor Menu in Liquid: Communicating and Starting Work with Vendors

How do I remove a Vendor?

How do I hide a Vendor? How do I unhide a hidden Vendor?

If I send my existing Vendor a new onboarding process, will a new Vendor be created?

How do I add additional documents to a Vendor card?

Do you have an email that I can send to new Vendors that I am inviting to work with my business in Liquid?

How do I change the Hiring Manager for a specific Vendor?

How do I change the Hiring Manager for a specific Work Order?

What is the Other Documents section on the “back” of the Vendor card?

What is the Finance Details section on the “back” of the Vendor card?

How do I change the Accounting System Default Expense Account for a Vendor?

How do I change payment terms for a specific Vendor?

How do I change the invoice currency for a Vendor?

What is a non-Service Vendor?

What is the difference between Service Vendors and non-Service Vendors?

How can I use Liquid to keep track of payments made to Vendors outside of Liquid?

I have a Vendor who wants to be paid outside of Liquid; how do I manage that in Liquid?

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Compliance

Will Liquid file my 1099s?

How do I know what documentation I need to stay compliant?

How can I get my free vendor compliance assessment?

Who can view W8 and W9 tax data collected from my Vendors?

How do I download 1099 Data, W-9 Data, and W-8 Data in Liquid?

How can I set things up to leverage Liquid to file 1099s for my independent contractors/vendors?

Are 1099s filed for foreign contractors or only US Vendors?

How can I get a copy of Liquid's W9 form?

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Users

How do I add or invite additional users to my business in Liquid?

Which roles can add new users to Liquid?

What roles can I assign to my users in Liquid?

Can you advise me on how best to use roles in Liquid?

What is an Administrator in Liquid?

What is someone with role of General Counsel permitted to do in Liquid?

What is a Controller in Liquid?

What is a Hiring Manager in Liquid?

What level of access does someone need to approve or reject but NOT pay?

Do you have an email that I can send to new Hiring Managers I am inviting to manage my business in Liquid?

How do I accept my invitation to join Liquid as an Administrator, General Counsel, Controller, Hiring Manager, or other user?

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Work Orders

How do I create and send a Work Order to an existing Vendor?

Can I see some example Work Orders?

How do I create and send a Work Order to a new Vendor?

How should I set up Work Orders for an upfront payment and milestone payments?

How do I create a custom unit rate for Work Orders?

How do I bulk create Work Orders for my Vendors?

Does Liquid have Work Order Templates?

How do I add a Work Order for internal tracking purposes only?

How do I change a Work Order?

Can I adjust the start date of a work order?

How do I clone a Work Order?

How do I cancel a Work Order in Liquid?

What rate types are available in Liquid for Work Orders?

What invoice frequencies can be set on Work Orders in Liquid?

What do the different Work Order statuses mean?

How do I allow Work Orders in a foreign currency?

How do I create a Work Order in a foreign currency?

How do I accept a Work Order that my Vendor has sent to me?

Where can I see the electronic signatures on Work Orders?

How do I send a message to my Vendor about a Work Order?

How do I create a Work Order for Reimbursements Only for a Vendor?

Do I have to use Work Orders in Liquid?

I'd like to make the Work Order date earlier but I can't seem to pick the date that I want.

How do I set up a Work Order Approver?

How can I see when Work Orders were agreed to?

How do I complete a Work Order?

How do I mark a Work Order complete when my Vendor has completed work and invoicing?

How do you handle payment processing for more than 40 hours per week (overtime)?

How can I use Liquid to process overtime rates and payments?

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Work Order Fee Estimates

How is the Total Estimated Fee calculated for Work Orders?

How do I know when Work Orders have exceeded the Total Estimated Fee?

How do I add a Work Order Fee Estimate?

How do I edit a Work Order Fee Estimates?

Work Order Uploads

How can I upload Files or attach URLs / Links to my Work Order?

What kinds of files can I upload to Work Orders with my Vendors?

How can I delete Files and Links that I’ve added to a Work Order with a Vendor?

How do I share with my Vendor an internal File or Link uploaded or attached to my Work Order?

Where can I find Files and Links uploaded or attached to my Work Order?

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Purchase Orders

How does a Purchase Order differ from a Work Order?

How do I create an Invoice for a Purchase Order?

How do I create a Purchase Order for a non-Service Vendor in Liquid?

Invoices

How do I approve an invoice as a hiring manager?

What happens when you mark an invoice as Paid Outside of Liquid?

How do I upload Invoices on behalf of my Vendors in Liquid?

How do I upload an invoice from my Vendor in a foreign currency?

What do the Invoice Statuses in Liquid mean?

How do I reject an Invoice?

How do I delete an Invoice?

How do I sort Invoices?

I want my Vendors to only submit Invoices against Work Orders.

How do I turn on Billing Reminders so that my Vendor will have draft Invoices created regularly, in accordance with the Work Order?

How do I change the Accounting System Expense Account for a specific Invoice?

How do I use Liquid to keep track of invoices even though I'm paying those invoices elsewhere?

How can I ensure my Vendors send me invoices regularly, in accordance with our agreed upon Work Order?

Can I duplicate (make a copy of) an Invoice in Liquid?

How do I bulk create invoices for my Vendors?

How do I upload an Invoice for my Vendor without having to upload an actual file?

How will I know when I have an Invoice to pay?

Will my staff staff be notified via email once a freelancer has submitted their timesheet and expenses in Liquid, so that they can go in and approve the timesheet and expense report?

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Invoice - Work Order Matching

How does Liquid’s Invoice to Work Order matching system work?

What do the Invoice – Work Order Matching statuses mean?

Payments

How do international payments work on Liquid?

How do I make payments in Liquid?

How do I change my default payment method for paying invoices?

Does Liquid do ACH or wire transfers?

How do I make bulk payments in Liquid?

How can I pay my Vendor a bonus?

Can I pay Invoices that don't match Work Orders?

How do I pay an Invoice for a Purchase Order?

Who can pay Invoices in Liquid?

What do the payment statuses in Liquid mean?

How do I change my business payment terms?

How do I change payment terms to match my workflow of uploading and immediately paying invoices?

How do I automatically set my Vendors' payout currency to their local currency?

How long do payments take in Liquid?

I’m new to Liquid and received an invoice from my Vendor; How do I pay the invoice?

How do I make payments in Liquid with an automated invoice processing?

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Invoice Approvals

How do I approve Invoices in bulk in Liquid?

How do I set up my automated invoice approval workflow?

How do I route invoices to Hiring Managers automatically?

What are financial approval policies in Liquid?

How do I add or remove an ad-hoc approver on an Invoice?

What is an Invoice Processor in Approvals Settings in Liquid?

What is the Invoice Processor permission for approvals in Liquid?

How do we add an intermediary approver to invoices, to review invoices after Hiring Managers?

How can I view only the invoices that are in approvals with me?

How can I ensure that my Hiring Managers are reviewing the details of each Invoice before approving?

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QuickBooks Online Integration

How do I set up my QuickBooks Online integration with Liquid?

Which plan(s) support QuickBooks Online integration?

Which QuickBooks versions work with Liquid's QuickBooks Integration?

What is Chart of Accounts?

How do I set up my Chart of Accounts?

How do we map our current QuickBooks Online vendors to the Vendors being onboarded to Liquid?

How do I invite into Liquid a Vendor who I have in QuickBooks?

How do I update or resync my Vendors in Liquid to my Vendors in QuickBooks Online?

When are my invoices sent to QuickBooks Online?

How do I re-sync an invoice to QuickBooks Online?

Does Liquid integrate with Bill.com or Xero?

How can I set up Liquid to integrate with Xero?

How can I set up Liquid to integrate with Bill.com?

What does the "Action Required, Issue with Liquid To QuickBooks Integration" email mean?

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Projects and Accounting Fields

How do I create a Project in Liquid?

What are Projects in Liquid?

How do I add another Work Order to a Project?

What are Accounting Fields in Liquid?

Where do I add an accounting field to a Work Order?

Where do I add an accounting field to an Invoice?

Can we add locations, class codes, customers, and jobs/projects under expenses as Accounting Fields in Liquid?

When selecting a Work Order to associate with a Project, do the Vendors have to be fully onboarded, or can they can in an invited state?

When selecting a Work Order to associate with the Project, does the WO have to be accepted, or can they be in draft, or sent, or proposed states?

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Reports

What Reports can I download in Liquid?

How do I download 1099 Data, W-9 Data, and W-8 Data in Liquid Reports?

What information is shown on the Cash Forecast Report?

How do I download Journal Entries?

Liquid Plan

Where do I find invoices from Liquid?

What is the renewal process?

What premium features are available on Standard, Growth, and Premium plans?

What premium features are available on Growth and Premium plans?

How do I change my plan in Liquid?

What if I need to upgrade or downgrade mid-cycle?

How do I change the credit card or bank account that Liquid plan fees will be charged to?

I'm trying to change my plan but I don't see the details of the plan I'm on.

What happened to the $0 Starter plan?

How do I cancel my Liquid account?

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Custom Onboarding / Custom Contracts

Can I use custom onboarding processes on Liquid?

How do I add my custom onboarding processes to Liquid?

How do I clone my onboarding process?

How do I edit my onboarding process?

What kinds of custom steps can I add to my custom onboarding processes?

What Liquid templates are available for use in custom onboarding process?

How can I customize Liquid's templates for my own use?

What format should my custom contract templates be in?

How do I replace the Consulting Agreement with my own Custom Contract?

What data fields can I have inserted into my custom contract in my custom onboarding process?

How do I add additional data fields to my custom contract?

How do I add signature fields to my custom contract?

My custom contract has information about the scope of work and fees in it. How do I use this with Liquid?

How do I verify my onboarding process?

How do I check that my custom onboarding process is working properly?

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Bank Accounts

How do I change the Account Holder Name on my Bank Account?