Best Practices & Tips and Tricks

Product Discount GL Mapping
Product Discount GL Mapping What this means Wise-Sync will now display a Product Discount rather than the default description provided by ConnectWise of ...
Mon, 26 Mar, 2018 at 3:47 AM
Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
 Create Views for Invoice Status in the Invoice Search Screen. Views can help you to view quickly the invoices which are waiting to be processed by Wise-Syn...
Mon, 26 Mar, 2018 at 3:48 AM
Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
Set all Statuses to Sent - Except ones which are to be sent via Email Batch Wizard The email batch wizard will display all emails which do not have a sen...
Mon, 26 Mar, 2018 at 3:48 AM
Explaining the SUPPLIER-CREDIT process
One question often posted is how to correctly create a Supplier (Vendor) Credit in Xero / QBO. The ConnectWise process recommends more confusion and als...
Wed, 17 Oct, 2018 at 4:53 PM
Explaining the SUPPLIER-INVOICE process
Procurement in ConnectWIse can be a very powerful part of the process in ConnectWise, providing that you understand the way in which ConnectWise will create...
Tue, 22 May, 2018 at 4:55 PM