2. Setup Wise-Sync Company (Datto Autotask PSA)

A Wise-Sync Company provides the connection to your Accounting Package company.

Wise-Sync Company settings help you control how tax and invoice adjustments/rounding are handled. This is also where you control how the GL is mapped from Datto Autotask PSA to your Accounting Pacakge.

Account Administrators (i.e. users with the role account-admin) are able to manage a Wise-Sync Company. For more information about User Roles, read up on Wise-Sync Users.

How do I get there?

To configure your Wise-Sync Company, click Companies from the top Menu.

What do I do?

Check out the settings below and what you need to do with them. Click Save when you're done!

If you're using ConnectWise please read 2. Setup Wise-Sync Company (ConnectWise)

Company Options
Accounting Platform Connection

Connect to your Accounting Platform. You must connect to your accounting package before you can configure your Wise-Sync Company settings.

Wise-Sync will try to detect that you're already logged into your accounting package in your browser session. If you're not signed in, you will be prompted to to finalise the connection.

Supported Browsers - Some versions of Internet Explorer may have undesired results - Chrome, Firefox or Safari are best used to perform the connection to your accounting package.

Company NameEnter the name of the company.
LocaleSelect the locale for your taxation system, this will define the tax codes which are available to select from in the next screens. The locale cannot be changed once it has been set.
Timezone OffsetEnter the Timezone of where you are located.
Tax Options
QBO US Tax: Override Sales Tax Level
Quickbooks Online Only
This setting applies to items that are marked as "Taxable" in Datto Autotask PSA.
If QBO AST is in use, select Override Sales Tax Option - as described in QBO Automated Sales Tax (US Region).
Use Autotask tax group when soldChoose how your taxable Sales are handled:

On
Wise-Sync will apply the Tax Code of the invoice in Datto Autotask PSA.

Off
Wise-Sync will apply the Tax Codes selected at Tax code when sold.
Tax code when soldIf Use Autotask tax group when sold is set to No Wise-Sync will post taxable sales, applying the tax code selected here. The list comes from the configured Tax Codes in your Accounting Package.
Tax exempt when soldThis setting applies to items that are not marked as "Taxable" in Datto Autotask PSA. The list comes from the configured Tax Codes in your Accounting Package.
Tax Codes

This is a list of tax codes from your accounting package, that you will need to make sure are configured in Datto Autotask PSA.

Adjustment Items

Adjustment Items

Wise-Sync will attempt to make minor adjustments where the invoices lines do not match the invoice header. Define how Wise-Sync handles these adjustments.

Note: Ignore options for Purchases as Procurement sync is not supported.

Adjustment item codeThe value will default to WISESYNC_ADJUSTMENT. It shouldn't need to be changed as it allows the adjustment to be easily identifiable when looking at the invoice in your accounting package.
Adjustment item sales accountSelect the GL account from your accounting package to post the adjustments for sales.
Adjustment item sales tax
Xero Only
Select the tax code from your accounting package to apply to adjustments for sales.
Limit Adjustments AmountThe amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here.

This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting adjustments would be due to a bigger process problem.

Set this setting to 0 (zero) if you wish to ignore errors.
Rounding Items

Rounding Items

Wise-Sync will attempt to round invoices where lines do not match the invoice header. Define how Wise-Sync handles rounding.

Note: Ignore options for Purchases as Procurement sync is not supported.

Rounding item codeIt shouldn't need to be changed. This allows the adjustment to be easily identifiable in the invoice in the accounting interface.
Rounding item sales accountSelect the GL accounts from your accounting package to post the adjustments for sales.
Rounding items sales tax
Xero Only
Select the tax code from your accounting package to apply to adjustments for sales.
Limit Rounding AmountThe amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here.

This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting rounding would be due to a bigger process problem.

Set this setting to 0 (zero) if you wish to ignore errors.
Invoice Options
Post Sales Invoice As
Xero Only
Choose what to sync sales invoices as in Xero.

Draft Invoice
Wise-Sync will sync invoices as Draft Invoices requiring approval in order to be paid. Invoices will not appear as "Awaiting Payment" until approved.

Approved Invoice
Wise-Sync will sync invoice as Approved Invoices, available for payment.
Apply 'Sent' Flag to Approved Invoices
Xero Only
Mark approved invoices as 'Sent' in Xero if they have already been sent to customers from Datto Autotask PSA.
Extended Product Handling Mode
Xero Only

Choose how to handle Xero's 30 character item code limit.

Select Product ID to use Datto Autotask PSA's unique database ID or Truncate to use the first 30 characters of the product as the item code.

Contact Email HandlingChoose how Wise-Sync handles contacts in the accounting package during Invoice Sync, if they exist.

Set Only when Provided
Wise-Sync will will not update contacts in the accounting package if no email address is provided.

Use Primary Contact when not Provided
Wise-Sync will find the Primary Contact of the Account in Datto Autotask PSA and set their email address in the Accounting Package if no email address is provided. If the Primary Contact does not have an email address, the sync will fail.

Use Primary Contact Always
Wise-Sync will always set the Primary Contact's email address in the Accounting Package. If the Primary Contact does not have an email address, the sync will fail.

For more information about how contacts are handled by Wise-Sync, read FAQ: How does Wise-Sync manage Datto Autotask PSA Contacts?.
Contact Name HandlingChoose the Contact Name to set in the Accounting Package on Invoice sync.

Select Set Only When Provided to use the Autotask Invoice Preference Attention field if available, otherwise use the name of the Primary Contact.
Enable Multiple Currency SupportEnable or Disable.

To sync Multi-Currency invoices, Autotask and your Accounting Package must have Multi-Currency enabled and both systems must contain matching currencies configured.

Invoices will be synced in the currency set in Autotask. Where there is a mismatch of currencies in both Autotask and your Accounting Package, invoice sync will fail.

To get started with Multi-Currency for Autotask, watch the video below:

A warning for Quickbooks Online users You cannot change a Customer's currency in Quickbooks Online, once it has been set.

Please ensure that before you start to sync invoices for your foreign customers, that the currency is configured in both Autotask and Quickbooks Online. Quickbooks Online will set the Customer's currency to the Home Currency set in your Advanced Account Settings. See About Multi-currency for more information.
Service Date HandlingSync the Service Date to each line of an invoice in your Accounting Package.

Quickbooks Online
Choose where the service date appears on the invoice line in QuickBooks Online.

Select Item Service Date to sync the service date to the Service Date field of the invoice line. Otherwise, select Item Details to append the service date to the Description of the invoice line.

Xero
Unlike Quickbooks Online, Xero doesn't have a dedicated field to sync the Service Date. Select Item Details to append the service date to the Description of the invoice line.
Account Mappings
Account Mapping LevelChoose from the hierarchy of Account Mappings below. The lower in the hierarchy you choose to map, the more granular your Revenue Account Mappings will be. The level set here will also be the level Wise-Sync will fail at, should it find a discrepancy in your mappings during the sync process.

Level 1 - Default Revenue Account
Revenue will be posted to this account, if no other mappings are matched / defined.

Level 2 - Invoice Transaction Type
Revenue will be posted to any Invoice Transaction type that you map.

Level 3 - Billing Code
Revenue will be posted to any Billing Code that you map.

Level 4 - Dynamic
Revenue will be posted to the invoice line Billing Code's Billing/Accounting External Number, if it's configured. This level isn't mapped in Wise-Sync, rather, it will pick up the External Number configured against the Billing Code in Autotask.
Account Mapping HandlingChoose how Wise-Sync will handle your Account Mappings.

Fail
If Wise-Sync cannot make a match at the level selected as the Account Mapping Level, the sync will fail and display an error reporting a mismatch.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, the sync will fail, prompting you to correct the mismatch.

Fallback
If Wise-Sync cannot match an account that has been mapped, it will be fall back to the higher Account Mapping Levels.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, fallback to an Account Level Mapping that can match. That is, in this example, Wise-Sync will fallback to find any mapped Billing Codes, followed by Invoice Transaction Type. If Wise-Sync hasn't fount a matching mapping at that point, the app will fallback to the Default Revenue Account.
Add MappingChoose the type of mapping you wish to create.
  • Invoice Transaction Type
  • Billing Code
Invoice Transaction Type/Billing CodeSelect the Autotask Invoice Transaction Type/Billing Code to map.
Billing Code NameIf mapping a Billing Code, select the Autotask Billing Code Name to map.
Accounting Platform AccountSelect a GL Account from your Accounting Package to map the Invoice Transaction Type/Billing Code.
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