General Questions

Setting Payment Cutoff Date
Setting Payment Cutoff Date What it Does Wise-Sync takes the last updated date of an invoice to determine invoices that have changed since the last payme...
Mon, 26 Mar, 2018 at 3:47 AM
Error Message: You do not have security access to view 'document'
Error Message: You do not have security access to view unposted invoices. If you receive the Error Message: ConnectWise 'GetUnpostedInvoices' re...
Mon, 26 Mar, 2018 at 3:48 AM
bit.ly Links Flagged as Containing Malware
On the 24th of October, 2014, all bit.ly links are displaying as a warning indicating that the site your are linking through to may contain malware. This is ...
Mon, 26 Mar, 2018 at 3:49 AM
Changing your Password
Changing your password You can change your password any time by clicking on your username in the top right corner of the screen: Once on the Change Pass...
Mon, 26 Mar, 2018 at 3:50 AM
Can't Log in? Wise-Sync User Name and Password Issues
Can't Login? First, please ensure you're entering your username (which should be your email), and password correctly. Forgotten Password The mo...
Mon, 26 Mar, 2018 at 3:50 AM
Wise-Sync Help & Support
How to access Wise-Sync help & support. Wise-Sync offers its active customers free email support.  Consulting services are also available, however cha...
Mon, 26 Mar, 2018 at 3:50 AM
Wise-Sync Configuration
Wise-Sync Configuration The configuration of Wise-Sync is very straight forward. There are some more involved steps for implementation within ConnectWise ...
Mon, 26 Mar, 2018 at 3:50 AM