Wise-Sync - Special Features

How to Enable Wise-Sync Support Access to your ConnectWise account without a password
Wise-Sync consultants may need to login to your ConnectWise account to resolve issues with Wise-Sync and Wise-Pay. Account administrators are able to co...
Thu, 14 Jun, 2018 at 12:12 PM
Sync Feature: Exclude Batch Records (From Sync)
Applies to:  Xero and QuickBooks Online This feature will be useful for partners wishing to exclude specific records from batching to your accounting pa...
Tue, 16 Oct, 2018 at 12:51 PM
Onboarding Feature : Sync Old Records (without posting to accounting)
Applies to:  Xero and QuickBooks Online This article will be useful for partners onboarding to Wise-Sync and wish to handle existing records that are unpost...
Mon, 26 Mar, 2018 at 3:48 AM
ConnectWise - Time Details to Invoice Lines
Applies to ConnectWise Version v2014.5 or later. ConnectWise will now send through details from the Time records saved in version v2014.5, and will allow f...
Tue, 23 Oct, 2018 at 10:40 AM
Quick Link > Creating Custom User Menu in ConnectWise
Creating a Custom User Menu in ConnectWise Update 10 Feb, 2016: Following changes to PCI Compliance, a new QuickLink is required for all login functions, a...
Mon, 26 Mar, 2018 at 3:49 AM
Sync Options > Vendor Invoice Date Source > Selecting Alternate Purchase Order Invoice Dates
Wise-Sync provides the following options to select the invoice date which will be used for Purchase Invoices in xero. To update this option, navigate to...
Tue, 16 Oct, 2018 at 12:54 PM
Terms XRef - Terms Construct for Days after EOM
Creating Special Terms: Wise-Sync can map special terms where the due date for payment is based on a fixed date and month parameter, such as: 30 Days EOM...
Tue, 16 Oct, 2018 at 2:40 PM