Wise-Sync for ConnectWise
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Wise-Sync for ConnectWise
Getting Started - Setup
2
Wise-Sync Setup > Overview
Setup ConnectWise Accounting Integration > Overview
Glossary of Terms
1
Glossary of Terms
FAQ
29
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 29 articles
General Questions
7
Setting Payment Cutoff Date
Error Message: You do not have security access to view 'document'
bit.ly Links Flagged as Containing Malware
Changing your Password
Can't Log in? Wise-Sync User Name and Password Issues
See all 7 articles
Best Practices & Tips and Tricks
5
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
Explaining the SUPPLIER-CREDIT process (RMA Process)
Explaining the SUPPLIER-INVOICE process
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 - 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
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
Sync Errors - Inventory
8
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 8 articles
Wise-Sync - Special Features
7
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 7 articles
Wise-Sync Errors and Troubleshooting
73
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 73 articles
Known Issues
21
Known Issue (On Premise Partners) : 401 - Unauthorized error when connecting to Wise-Sync
[Resolved] Known Issue (Cloud Partners): 401 - Unauthorized error when connecting to Wise-Sync
Known Issue - Unable to test connection to REST API when PSA Site is using the API Endpoint https://api-xx.myconnectwise.net
Known Issue: ConnectWise SQL Error during Procurement/Inventory Sync (Affects Beta Partners running the latest v2018.6 patch (58651))
Known Issue: Invalid Tax Handling of Down Payment Invoice Amounts
See all 21 articles
Historical Issues (Resolved)
22
Delete: Email > Reconnect to xero
(Resolved) Known Issue: ConnectWise Inventory Valuation Report is Incorrect using v2018.6 (58651)
The provided URL scheme 'http' is invalid; expected 'https'
Edit Company Screen > User Fields
Edit Account Screen > User Fields
See all 22 articles
Help Desk Software
by Freshdesk