Wise-Sync for ConnectWise

Getting Started - Setup 5

• New Account - Getting Setup
• Wise-Sync Setup > Overview
• Setup ConnectWise Accounting Integration > Overview
• Pre-Setup ConnectWise > Step 1 > Apply ConnectWise Member Security
• Pre-Setup ConnectWise > Step 2 > Creating an Integrator Login

Getting Started - ConnectWise Expenses 11

• Pre-Setup ConnectWise Expenses > Overview
• Pre-Setup ConnectWise Expenses > Step 1: GL Mapping of Expense Types
• Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
• Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
• Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface

See all 11 articles

Getting Started - ConnectWise GL Mapping 5

• ConnectWise GL Mapping > Purchase Order Freight
• ConnectWise GL Mapping > Scenario: Segmenting Revenue & COGS at the Product Category Level
• ConnectWise GL Mapping > Scenario: Segmenting Revenue at the Product Sub-Category Level
• Pre-Setup Connectwise > GL Mapping > Understanding the Levels
• Pre-Setup Connectwise > GL Mapping > Considerations for GL Mapping New Accounting Integration

Getting Started - MultiLevel GL Mapping 0

Getting Started - ConnectWise Procurement 0

Getting Started - ConnectWise Inventory 12

• Pre-Setup ConnectWise Inventory > Overview
• ConnectWise Inventory > Step 1: Setup ConnectWise XRef's
• ConnectWise Inventory > Step 2: Setup Inventory Mapping in Wise-Sync
• ConnectWise Inventory > Step 3: Setup Inventory Adjustment GL Mapping
• ConnectWise Inventory > Step 4: Setup Inventory Transfer GL Account Mapping

See all 12 articles

Getting Started - Wise-Sync Setup 3

• 1. Update your Account Details
• 2. Setup Wise-Sync Company
• 3. Create Wise-Sync Users

Syncing with Wise-Sync 6

• Syncing with Wise-Sync (Sync All)
• How to get help & support using Wise-Sync
• Syncing with Wise-Sync (Payments)
• Syncing with Wise-Sync (Unposted Items)
• Changing your password

See all 6 articles

Wise-Sync Samples 12

• Mapped Reference Fields in Xero
• Accounts Payable - Batch Payment
• Accounts Payable - Planned Payment Date (Scheduled in XERO)
• Accounts Receivable - Outstanding Statement
• Staff Reimbursement (Through Procurement)

See all 12 articles

Glossary of Terms 1

• Glossary of Terms

Best Practices & Tips and Tricks 6

• Product Discount GL Mapping
• Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
• Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
• QBO: Credit Memo's apply to correct payment amount in ConnectWise.
• Explaining the SUPPLIER-CREDIT process (RMA Process)

See all 6 articles

General Questions 7

• Setting Payment Cutoff Date
• bit.ly Links Flagged as Containing Malware
• Changing your Password
• Can't Log in? Wise-Sync User Name and Password Issues
• Wise-Sync Help & Support

See all 7 articles

FAQ 32

• FAQ - When I sync invoices, why are the email address are updated?
• FAQ - Why is the the contact being set to the Primary Contact instead of the billing contact
• Inventory Reports: Invoice Dates & Purchase Order Dates
• FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
• FAQ - How do I create a Manual Batch?

See all 32 articles

Sync Errors - Inventory 7

• Inventory Product Returns (RMA Process)
• ConnectWise 'CreateBatch' returned an error: System.Data.Syntax.ErrorException: Missing Operand after 'S' operator. at
• Setting the Inventory Adjustment Default COGS Account
• Warning: A Part-Shipped Purchase Order has already been synced
• Error: A Part-Shipped Purchase Order has already been synced

See all 7 articles

Wise-Sync - Special Features 8

• How to Enable Wise-Sync Support Access to your ConnectWise account without a password
• Sync Feature: Exclude Batch Records (From Sync)
• Onboarding Feature : Sync Old Records (without posting to accounting)
• ConnectWise - Time Details to Invoice Lines
• Quick Link > Creating Custom User Menu in ConnectWise

See all 8 articles

Wise-Sync Errors and Troubleshooting 74

• Troubleshooting: Test ConnectWise Connectivity Fails Despite Correct Credentials
• Xero Validation Error: Item code '{productID / Non-ProductID}' is not valid
• QBO - Error: 'An error occurred while executing the query. Please check the stack trace for more detail'
• Toubleshooting - A server error has occurred. Please contact your Manage Administrator.
• Sync Error: Error Updating Xero: Adjustments are not supported unless Inventory COGS is enabled

See all 74 articles

Known Issues 18

• Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
• Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
• Known Issue: Multi-Level Tax Code Mapping when Avalara Enabled
• Known Issue: ConnectWise MVR causing "GetClientToken" Error with v2018.6 (ongoing)
• Known Issue: Connectwise Purchase Order Freight Defaults to "Tax Exempt"

See all 18 articles

Known Issues (Resolved) 25

• Delete: Email > Reconnect to xero
• (Resolved) Known Issue: ConnectWise Inventory Valuation Report is Incorrect using v2018.6 (58651)
• (Resolved) Known Issue (On Premise Partners) : 401 - Unauthorized error when connecting to Wise-Sync
• The provided URL scheme 'http' is invalid; expected 'https'
• (Resolved) Known Issue (Cloud Partners): 401 - Unauthorized error when connecting to Wise-Sync

See all 25 articles

Getting Started - Xero Setup 7

• Xero Setup > Overview
• Step 1 > Chart of Accounts Review: Account Numbers
• Step 2 > Add Account Numbers to your Chart of Accounts
• Step 4 > You're Done - A Checklist Before You Start Syncing
• Step 3 > Setup Tax Groups

See all 7 articles

Getting Started - ConnectWise Setup 12

• Setup ConnectWise > Overview
• Setup ConnectWise > Step 1 > Apply PSA Member Security (Accounting Interface Access)
• Setup ConnectWise > Step 2 > Creating an Integrator Login
• Setup ConnectWise > Step 3 > Update Terms XRef
• Setup ConnectWise > Step 4 > Create Billing Status (GL Reload)

See all 12 articles

Getting Started - Wise-Sync Setup 5

• Wise-Sync Setup > Overview
• Step 1 > Update your Account Details
• Step 2 > Create a New Company
• Step 3 > Create Wise-Sync Users
• Step 4 > You're Done - A Checklist Before You Start Syncing

Advanced Feature Setup - Xero Tracking 1

• Xero Tracking for Product Category Level.

Getting Started - Expense 1

• ConnectWise Expense Overview

Advanced Feature Setup - Inventory 0

Advanced Feature Setup - Expenses 0

Xero Known Issues 5

• Xero Validation Errors
• Extended Product ID Length Handling
• Known Issue - Secondary Contacts Duplicated by Xero API
• Xero Validation Error: Price List Item Code must not be more than than 30 characters long
• Known Issue: New Reports have limited functionality

Examples 1

• Accounts Payable - Batch Payment

Getting Started - QuickBooks Online Setup 11

• QuickBooks Online Setup > Overview
• Step 1 > Enable Account Number in Chart of Account Settings
• Step 2 > Add Account Numbers to your Chart of Accounts
• Step 3 > Setup Tax Groups & Payment Terms
• Step 4 > You're Done - A Checklist Before You Start Syncing

See all 11 articles

Getting Started - ConnectWise Setup 12

• Setup ConnectWise > Overview
• Setup ConnectWise > Step 1 > Apply PSA Member Security (Accounting Interface Access)
• Setup ConnectWise > Step 2 > Creating an Integrator Login
• Setup ConnectWise > Step 3 > Update Terms XRef
• Setup ConnectWise > Step 4 > Create Billing Status (GL Reload)

See all 12 articles

Getting Started - Wise-Sync Setup 5

• Wise-Sync Setup > Overview
• Step 1 > Update your Account Details
• Step 2 > Create a New Company
• Step 3 > Create Wise-Sync Users
• Step 4 > You're Done - A Checklist Before You Start Syncing

Getting Started - ConnectWise Expense (QBO) 1

• ConnectWise Expenses - Setup Overview

Error Messages 1

• Validation Error: You can't use a X account on the detail portion of a Bill

Getting Started: Introduction to Wise-Pay 5

• Wise-Pay for Payers: Overview
• How to Register As a Payer in Wise-Pay
• How to Log Into Wise-Pay
• Introduction to Wise-Pay Payer Dashboard
• Why have I received a Welcome to Wise-Pay email and how do I accept a Wise-Pay Invite?

Getting Started: Setup My Wise-Pay Account 5

• How To Configure My Wise-Pay Account
• How to configure you Credit Card as a payment method
• How to Configure Bank Accounts
• How to Configure Auto-Pay
• How to Subscribe to Notifications

How to Pay an Invoice 6

• How to Pay an Invoice
• How To Pay an Invoice Through Pay Now
• How to Schedule a Payment For an Invoice
• What are Batch Payments?
• How to Make Batch Payments

See all 6 articles

Managing My Wise-Pay Account 3

• How to Reset your Password
• How to Edit User Details for My Account
• How To Change My Company Name

Errors 1

• Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx

Merchant Admininstrator 1

• What is Multi-Connection Support in Wise-Pay

FAQ 16

• Does Wise-Pay automatically handle the Payment surcharge?
• I have added a new customer in ConnectWise but they aren't available in Wise-Pay
• Is a Payer set up for Auto-Payments?
• What is a Processing Error
• What is a payment error?

See all 16 articles

How To Articles 19

• How to process a refund for a paid invoice that has an incorrect amount?
• How to refund when the payer wants to pay through another payment method
• How to refund when the invoice has been paid twice?
• How to configure Notifications for Payers
• Notifications: Merchant Admin Accounts

See all 19 articles

Payer Admin 6

• Payer Registration Flow
• Template: Invitation to New Client - new to DDR
• Template: Invitation to New Clients - with previous provider
• Delete a Payer
• Add a Payer

See all 6 articles

Auto-Payments 4

• Syncing to schedule Auto-Payments
• Configure Auto Payment Settings
• Managing Auto-Payments
• Overview of Wise-Pay Auto-Payments

Known Issues 0

Configuration 15

• Update to Multi- Connection Settings
• Update to Multi-Connection Settings and Event Notifications
• Configuring Credit Card Surcharges
• ConnectWise Sell Proxy
• Branding

See all 15 articles

Errors 3

• Transaction declined IntegraPay - Error Code: Failed Payment
• Invoice couldn't be processed for automatic payment
• Payments can only be made against authorised documents

Transaction History 0

Pay Now 0

1. Getting Started - Wise-Pay Setup 9

• Getting Started - Wise-Pay Onboarding Overview
• Getting Started: Step 1.1 - Signing Up
• Getting Started: Step 1.2 - Selecting your Payment Provider
• Getting Started: Payment Provider - IntegraPay
• Getting Started: Payment Provider - BrainTree

See all 9 articles

2. Getting Started - Merchant Configuration 16

• Step 2.1 - Configure Merchant Accounts
• Step 2.2 - Configure: Terms & Disclaimers
• Step 2.2.1 - Default: Terms & Disclaimers (AU & NZ)
• Step 2.2.2 - Default: Terms & Disclaimers (US)
• Step 2.3 - Configure: Wise-Pay Virtual Terminal (Quick Link)

See all 16 articles

3. Getting Started - Payment Services 11

• Getting Started: Step 3 - Configure Payment Services
• Payment Options - How To Configure Allowed Credit Cards and Surcharges
• Payment Options - PayNow Email Link - ConnectWise Invoice Template
• Payment Options - PayNow Email Links - Autotask
• Payment Options - Proxy: ConnectWise Customer Portal

See all 11 articles

4. Getting Started - Payer Admin 8

• Payer Admin: Overview
• Payer Admin: 4.1 - Wise-Pay Account Branding
• Payer Admin: 4.2 - Terms & Disclaimers
• Payer Admin: 4.3 - Creating Wise-Payers
• Payer Admin: 4.4 Wise-Payer Registration Flow

See all 8 articles

5. Getting Started - Accepting Payments 3

• Getting Started: Using a Wise-Pay Clearing Account
• Welcome to Wise-Pay: Start Accepting Payments
• Applying Surcharges

6. Getting Started - Scheduling Auto-Payments 7

• What Are Automatic Payments?
• Configure Automatic Payments and Billing Terms
• 6.3 Adding Wise-Payers & Configuring Auto-Payments
• 6.4 Syncing to Schedule Auto-Payments
• Invitation to New Clients - Not currently on DDR/ACH

See all 7 articles

7. Getting Started - The Wise-Pay Dashboard 7

• Introduction to the Wise-Pay Merchant Dashboard
• The Outstanding Payments Widget
• The Scheduled Payments Widget
• The Automatic Payments Widget
• The Past Payments Widget

See all 7 articles

8. Getting Started - How To Manage Payers 9

• How To Manage Payers
• How to Add a Payer
• How To Search For a Payer
• How To Edit Payer Details
• How to Manage Company Name for Payers

See all 9 articles

How To Articles 21

• How To Log Into Wise-Pay
• Configure Notifications: Payers Account
• How to process a refund for a paid invoice that has an incorrect amount?
• Configure Notifications: User / Company Accounts
• Configure Notifications: Merchant Admin Accounts

See all 21 articles

FAQ 51

• Credit Card Surcharges Guidelines
• FAQ - What are Wise-Pay Notifications
• How to Manage Proxy Links for Third-Party Applications
• How to add a New Zealand Bank Account
• FAQ - How do I increase my Merchant Limit?

See all 51 articles

Errors 3

• Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
• Fix Unmatched Auto-Payments: Couldn't find a Payer
• Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx

Known Issues 3

• Known Issues
• Resolved: PayNow Invoices Links not working after upgrade to 2016.1 (or later)
• Known Issue: Sometimes searching for Payers in the Invoice Batch screen returns no results

New Feature 15

• New Feature: Add Signature when accepting Terms and Disclaimers
• Notifications
• New Feature: Batch Payments Overpayment
• New Feature: Pre-Payment Settlement Deposit Grouping (IntegraPay Only)
• New Feature: Merchant Payer now includes Company Name.

See all 15 articles

Payers - Client Information 6

• How to accept an Wise-Pay Invite?
• Why have I received a Welcome to Wise-Pay email?
• Payer > How do I pay an Invoice
• A Payer's Overview
• Payer > Adding a Credit Card

See all 6 articles

Payment Provider: IntegraPay 1

• IntegraPay service updates

Wise-Pay Videos 7

• Video: How to Edit and Re-sync an Invoice
• Video: Best Practices for Accepting Pre-Payments
• Video: Best Practices for Notifications
• Video: Best Practices For Reconciling your Wise-Pay Clearing Account
• Video: Understanding Batch Payments

See all 7 articles

Payment Provider: BrainTree 0

Payment Provider: Stripe 0

Quosal Order Porter: Payment Types 0

Introduction to Wise-Pay 4

• Introduction to Wise-Pay Setup
• Introduction to the Invoice Life Cycle in Wise-Pay
• Select your preferred payment provider
• Manage Wise-Pay Users

Payment Services 0

Auto-Payments 0

Creating/Maintaining Users 2

• Configure Wise-Sync User Accounts
• Wise-Sync User Roles

Two Factor Authentication 2

• Two Factor Authentication (2FA)
• Toubleshooting 2FA Login

Emails from Support 1

• Office 365 Domain Whitelisting

Wise-Sync Release Notes 2019 2

• Wise-Sync - Version Release Notes v4.6.4
• Wise-Sync - Version Release Notes v4.6.5

Wise-Pay Release Notes 2019 2

• Wise-Pay - Version Release Notes v1.6.5
• Wise-Pay - Version Release Notes v1.6.4

Wise-Sync Release Notes 2018 8

• Wise-Sync - Version Release Notes v4.6.3
• Wise-Sync - Version Release Notes v4.6.2
• Wise-Sync - Version Release Notes v4.6.1
• Wise-Sync - Version Release Notes v4.6.0
• Wise-Sync - Version Release Notes v4.5.4

See all 8 articles

Wise-Pay Release Notes 2018 8

• Wise-Pay - Version Release Notes v1.6.3
• Wise-Pay - Version Release Notes v1.6.2
• Wise-Pay - Version Release Notes v1.6.1
• Wise-Pay - Version Release Notes v1.6.0
• Wise-Pay > Version Release Notes v1.5.4

See all 8 articles

Wise-Sync Release Notes 2017 31

• Wise-Sync & Wise-Pay Release Notes
• Wise-Sync > Version Release Notes: v4.5.0
• Wise-Sync > Version Release Notes: v4.4.2
• Wise-Sync > Version Release Notes: v4.4.1
• Wise-Sync > Version Release Notes: v4.3.24

See all 31 articles

Wise-Pay Release Notes 2017 26

• Wise-Pay > Version Release Notes: v1.5.0
• Wise-Pay > Version Release Notes: v1.4.2
• Wise-Pay > Version Release Notes: v1.4.1
• Wise-Pay > Version Release Notes: v1.4.0
• Wise-Pay > Version Release Notes: v1.3.4

See all 26 articles

Incidents 4

• Unexpected Partial Outage 21st December, 2018
• Unexpected downgrade of performance for Wise-Sync and Wise-Pay, 8th March 2019
• ConnectWise Sync Errors 29th March, 2019
• Unexpected Partial Outage 7th May 2019

Managing Credit Card Details 3

• How do I Edit a Credit Card
• Remove a Credit Card
• Saved Credit Card

Managing Bank Account Details 3

• How do I edit a Bank Account
• Saved Bank Account
• How to add a New Zealand Bank Account