Matt Gersbach

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Activity overview

Latest activity by Matt Gersbach
  • Matt Gersbach created an article,

    End User License Agreement (EULA)

    Last Updated: 25 February 2026This End User License Agreement ("Agreement") is a legal agreement between you (either an individual or a single entity, hereafter "User" or "Licensee") and Fetch Work...

  • Matt Gersbach created an article,

    Privacy Policy

    Last Updated: 25 February 2026Fetch Workpapers ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, store, and safeguard perso...

  • Matt Gersbach created an article,

    Setup of Firm Admin Profile

    Step 1 — Choose Your PlanGo to: https://test.fetchhq.net/pricingReview the three subscription options:Basic — 1–3 users — $75/userPremium — 4–44 users — $60/userDeluxe — 45+ users — $50/userClick t...

  • Matt Gersbach created an article,

    Data Flow Diagram

    How does the Fetch integrate with Xero?The Fetch HQ Excel Add-in allows you to pull your Xero financial data directly into your Excel workpapers — quickly, securely, and without storing your sensit...

  • Matt Gersbach created an article,

    Frequently Asked Questions (FAQ)

     Q: How do I connect Fetch Workpapers to Xero?A: To connect, follow the steps in the Getting Started section above. In summary, you’ll go to the Connections tab in Fetch HQ, click Add Connection, t...

  • Matt Gersbach created an article,

    Macros Not Enabled – Why Things Aren’t Working

    ❓ ProblemYour Fetch workbook has opened, but:Shortcut keys aren’t workingThe snipping tool doesn’t activateButtons don’t respond when clickedTraffic lights or formulas aren’t updatingThis is almost...

  • Matt Gersbach created an article,

    Linked Workpapers not showing in the Trial Balance

    ❓ ProblemYou've created a new workpaper, but it's not appearing in the Trial Balance tab — meaning you can't see traffic lights, sign-off status, or engagement linking.🔍 Common Causes & Fixes✅ 1. W...

  • Matt Gersbach created an article,

    Fetch Ribbon Not Showing in Excel

    ❓ ProblemYou've installed the Fetch Excel add-in, but you don’t see the Fetch tab or ribbon when you open Excel — meaning you can’t connect to Xero or access the workbook tools.🔍 Common Causes & Ho...

  • Matt Gersbach created an article,

    Trial Balance Not Pulling from Xero

    ❓ ProblemYou've connected to a Xero org, but your trial balance (TB) isn't appearing in the Fetch Workpapers— or appears incomplete or unbalanced.🔍 Common Causes & Fixes✅ 1. Accounts Missing Accoun...