Versions Compared

Old Version 2

changes.mady.by.user Alan Gilchrist

Saved on

compared with

New Version 3

changes.mady.by.user Sarah Stalley (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel7

Marketing

This feature allows you to dynamically generate marketing extract contact lists for your customer contacts based on criteria that you specify.

...

This screen is available from Others > Finance Check if you are using one of the following Accounts Software (see: System Settings)

  • Xero

  • KashFlow

  • Sage Business Cloud

  • CSV

...

Expand
titleFailed

This screen will show all the postings which have failed to post to your accounts software.

Image RemovedImage Added

  • The ‘Reference Number’ will show a reference applicable to the ‘Posting type’, for example, ‘Create/Update Account’ will show the customer/supplier account code in the ‘Reference number’ column.

  • The reason will display the reason why the posting failed, as returned from the accounts system from VC v3.2.0.

  • The repost buttons allow you to repost the transaction after making any relevant corrections.

  • Edit button will allow you to edit the post to save & repost. This will open a new screen

    Image Added
Expand
titleHistorical

This screen will show all the postings successfully sent and processed by your accounts software.

  • If for whatever reason you need to repost a transaction, you can use the buttons available at the bottom of the screen.