Getting Started - ConnectWise Expenses

Pre-Setup ConnectWise Expenses > Overview
ConnectWise Expenses - Setup Overview Note: Only Wise-Sync customer plans with Expense Connect options included will be able to access the setup optio...
Fri, 6 Apr, 2018 at 11:46 AM
Pre-Setup ConnectWise Expenses > Step 1: GL Mapping of Expense Types
Step 1 > GL Mapping of Expense Types The most comprehensive way to map the GL Accounts for Expenses, is to complete the mapping at an Expense Type. Th...
Mon, 26 Mar, 2018 at 3:49 AM
Pre-Setup ConnectWise Expenses > Step 2: Setup Wise-Sync Options
Step 2: Setup Expense Mapping and Options in Wise-Sync Adding Company Expense Payment Types: Expense payment types are managed in ConnectWise ...
Thu, 24 May, 2018 at 6:14 PM
Pre-Setup ConnectWise Expenses > Step 3: Setup Wise-Sync Expense Connect Linked Accounts
Step 3: Setup Wise-Sync Expense Connect Payment Option in Wise-Sync NOTE: This option will only be available where you have added the Wise-Sync Expense ...
Mon, 26 Mar, 2018 at 3:49 AM
Pre-Setup ConnectWise Expenses > Step 4: Updating GL Entries from Accounting interface
Expense Set up in Wise-Sync:Updating GL Entries from Accounting interface You have always been able to edit a single GL Entry but you can now bulk upda...
Mon, 26 Mar, 2018 at 3:49 AM
Pre-Setup ConnectWise Expenses > Step 5: Batch Existing Records in ConnectWise
Manual Batch Existing Expense Records from ConnectWise Expense transactions that have been created prior to the setup of the Expense GL will have invalid...
Mon, 26 Mar, 2018 at 3:49 AM
Pre-Setup ConnectWise Expenses > Completed: Start Syncing
You're Done! Syncing Expenses is Easy. Once you have completed the setup of your Expense Setup in ConnectWise and Xero, you're ready to start sy...
Mon, 26 Mar, 2018 at 3:49 AM
Wise-Sync Expense Sync: Support for Expense Taxes in ConnectWise v2016.2 and later
A new feature has been added to ConnectWise that allows the user to specify the amount of tax that has been collected on the Expense Claim. There are se...
Thu, 11 Oct, 2018 at 7:01 AM
New Feature: Enhanced Expenses > Document Sync
New Feature: Enhanced Expenses > Document Sync. A new feature has been added to allow Documents attached to an Expense to Sync to your Accounting Package...
Mon, 26 Mar, 2018 at 3:48 AM
Expenses Known Issue > Unapproved Expenses Batching to Xero
When Syncing Expenses > Unapproved Expense Claims are Posted ConnectWise will send through any expenses to the Accounting Interface based on the followi...
Mon, 26 Mar, 2018 at 3:49 AM