This page covers billing, goal tracking, notifications, reminders, and support resources.
Add the payment method used for your monthly MyOps subscription.
Click Add Payment Method.
Enter your card details.
Note: The saved payment method will be charged monthly.
View past invoices for completed monthly subscriptions.
Use this section for billing history and record keeping.
Connect credit cards, debit cards, or bank accounts where business expenses occur.
Uses Plaid integration.
Syncs expenses into:
Finance sections under listings
Business tools
To connect an account:
Click Connect Account.
Complete the Plaid pop-up prompts.
Click the blue Sync Accounts button.
Important: Accounts will not sync unless Sync Accounts is clicked.
If a bank connection has more than one account attached (for example, checking and savings from the same login), disconnecting a single account only removes that account. The other accounts on the same bank connection keep syncing normally.
The full bank connection is only removed from Plaid when you disconnect the last remaining active account tied to it.
Once you disconnect an account, it will not automatically reconnect itself, even if you later re-authenticate that bank login from another account on the same connection.
Clicking Sync Accounts now surfaces an error message for any bank connection that fails to sync, instead of silently skipping it.
If a bank connection no longer exists at Plaid (for example, it was removed or access was revoked), it is automatically marked as disconnected and will stop showing as connected in MyOps.
If you see a message that a connection "no longer exists at Plaid," reconnect that bank from the Connect Finances section to resume expense syncing.
Enter annual goals (values must be in dollars):
Annual sales volume
Annual units sold
Annual expenses
Annual net profit
Monthly and quarterly goals are automatically calculated.
Note: These goals populate under My Data on the homepage.
Manage notification preferences for:
In-app notifications
Email notifications
Admins, Super Admins, and Owners can:
Manage notifications for other users.
Control individual team member notification settings.
Notifications can be enabled for:
Items tagged to you
Shared notes where you are mentioned
New classroom content (if enabled)
Forms and content you are involved with
Toggle notifications on or off based on preference.
The Reminders page (found in Settings under the Notifications) section) controls the business-wide master switch for overdue task reminders.
When enabled, MyOps automatically notifies a task's assignee and creator when the task becomes 1, 3, and 7 days overdue.
This is a per-business setting, on by default, and only Owners, Global Admins, and Admins can change it.
Turning it off stops all overdue reminders for tasks in your business; each recipient's own email notification preference still controls whether they also receive an email in addition to the in-app notification.
Submit bugs, issues, or support requests.
This is the required method for reporting issues.
You can:
Describe the issue.
Drag and drop images or screenshots.
Click Submit Ticket to send.
Click Help Docs in Settings to open the MyOps help center in a new browser tab, where you can browse guides and articles.
Click Terms of Service in Settings to view the current Terms of Service on myops.ai. This opens in a new browser tab rather than an in-app page.
Click Privacy Policy in Settings to view the current Privacy Policy on myops.ai. This opens in a new browser tab rather than an in-app page.
Click Log Out to safely exit the software.
