About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/fondo-common-errors/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-common-errors. Copyright stays with the author (MIT).

Fondo Common Errors

Name: fondo-common-errors
Author: jeremylongshore

Overview

Quick reference for common Fondo platform issues and their resolutions.

Prerequisites

A finance owner, opaque case ID, redacted telemetry, and an authorized support path.
A safe synthetic or read-only reproduction; do not use live tax/payroll records for routine diagnostics.

Instructions

Classify the issue as access, sync, categorization, reconciliation, filing workflow, or data-retention concern.
Reproduce with the smallest permitted probe, then review configuration, integration scope, source mapping, and queue state.
Apply a reversible correction, record the review decision, and verify a safe failure path.
Escalate possible financial-data exposure or filing-impacting discrepancies to the finance owner.

Output

Return a redacted diagnostic receipt with case ID, category, safe reproduction, action, verification, owner, and follow-up. Never include transactions, payroll, tax documents, account details, or credentials.

Error Handling

Do not make tax eligibility, filing, or payment decisions from an automated error flow.
Quarantine mismatches for professional review and use bounded retries for transient integration failures.
Stop sharing evidence if it contains sensitive financial data or secrets.

Examples

Use a fictional categorization discrepancy, record only an aggregate error category, correct the mapping in a test fixture, and route the result to the authorized finance reviewer before any live change.

Integration Sync Issues

Issue	Cause	Solution
Bank transactions not appearing	Plaid connection expired	Dashboard > Integrations > Re-connect bank
Gusto data stale	OAuth token expired (90-day limit)	Re-authorize in Integrations
Stripe revenue missing	Webhook not configured	Connect Stripe in Dashboard > Integrations
Duplicate transactions	Multiple connections to same bank	Remove duplicate in Integrations
Payroll amounts wrong	Mid-period payroll change	Notify Fondo CPA via Dashboard > Messages

Categorization Errors

Error	Fix
Software expense marked as Office	Recategorize in Transactions, Fondo learns
Contractor marked as Vendor	Ensure 1099 classification matches in payroll
Inter-company transfer as Revenue	Mark as Transfer in Transactions
R&D expense not flagged	Tag employee/activity as R&D in Dashboard

R&D Credit Issues

Issue	Cause	Solution
Credit is $0	No qualifying W-2 employees	Hire W-2 (not 1099) for R&D work
Credit lower than expected	Activities not properly documented	Schedule call with Fondo CPA team
Ineligible (>$5M revenue)	Exceeds startup threshold	Credit still available, just not payroll offset
Missing contractor hours	Time tracking not connected	Upload contractor time logs manually

Escalation

Dashboard > Messages > New Message (response within 1 business day)
Schedule call with CPA team via Dashboard > Support
For urgent tax deadlines: email support@fondo.com

Resources

Next Steps

For diagnostic data collection, see fondo-debug-bundle.

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml

targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-common-errors/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-fondo-common-errors.ocm.jsonjson

{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-fondo-common-errors",
  "kind": "skill",
  "name": "fondo-common-errors",
  "description": "Diagnose and fix common Fondo issues including integration sync failures, categorization errors, and R&D credit qualification problems. Trigger: \"fondo error\", \"fondo sync issue\", \"fondo not syncing\", \"fondo problem\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "finance"
    ],
    "tags": [
      "skill-md",
      "saas",
      "accounting",
      "fondo",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Diagnose and fix common Fondo issues including integration sync failures, categorization errors, and R&D credit qualification problems. Trigger: \"fondo error\", \"fondo sync issue\", \"fondo not syncing\", \"fondo problem\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/fondo-common-errors/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/fondo-common-errors/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/fondo-common-errors/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Grep"
    ],
    "license": "MIT"
  },
  "instructions": "# Fondo Common Errors\n\n## Overview\n\nQuick reference for common Fondo platform issues and their resolutions.\n\n## Prerequisites\n\n- A finance owner, opaque case ID, redacted telemetry, and an authorized support path.\n- A safe synthetic or read-only reproduction; do not use live tax/payroll records for routine diagnostics.\n\n## Instructions\n\n1. Classify the issue as access, sync, categorization, reconciliation, filing workflow, or data-retention concern.\n2. Reproduce with the smallest permitted probe, then review configuration, integration scope, source mapping, and queue state.\n3. Apply a reversib",
  "cost": {
    "context_tokens": 830
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-common-errors/manifest?version=1.0.0

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