Creditor / Supplier Contact Details Assign the Creditor/Supplier type to the contact. The Creditor/Supplier tab appears, as follows: For the creditor contact type, specify the...
Inviting to Supplier Portal On the tabbed menu, select Supplier Portal. Click Send Invitation. The button will disappear. The Invited flag will appear on...
Customer Contact Details Assign the Customer type to the contact. The Customer tab appears, as follows: For the customer contact type, specify the...
Debtor Contact Details Assign the Debtor type to the contact. The Debtor tab appears, as follows: For the debtor contact type, specify the...
Finance Company Contact Details Assign the Finance type to the contact. The Finance Company tab appears, as follows: For the finance company contact type,...
Other Contact Details Assign the Other type to the contact. The Other tab appears, as follows: Managing Communication with Other Contact You can...
Schedule Tasks Log You can use the Schedule Tasks Log to find out information about the status of scheduled tasks in the system....
Franchise Scheduled Tasks Scheduled Tasks The system performs a set of scheduled tasks on a regular basis. The following tasks are performed: Delete...
Xero Issues Log You can view the list of issues in Xero that occurred during the synchronization or during handling webhook events. On...
How to Import Leads You can import Leads into the system from some external system of yours. To import Leads, on the navigational sidebar,...
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