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 SettingsMenu)
Xero
KashFlow
Sage Business Cloud
CSV
...
| Expand |
|---|
|
This screen will show all the postings which have failed to post to your accounts software.  Image Removed Image AddedThe ‘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 Delete button will allow you to delete the post from this tab and move it to the Historical tab - as Status Deleted
 Image Added
|
| Expand |
|---|
|
This screen will show all the postings that were successfully sent or Deleted and processed by your accounts software.  Image Removed Image AddedIf for whatever reason you need to repost a transaction, you can use the buttons available at the bottom of the screen. In the Posted From section, this has a maximum for 30 days
|