Enable Financial Edge to pull billing and payment information from Billing Management so that the AR and Bank register can be populated automatically.
Currently, we go into billing management and export a csv with billing info and payment info. We then have to manually manipulate the data so that it can be imported into Financial Edge. Not only is the manual entry process inefficient but it also creates a risk of accidental and intentional data entry error.
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Guest
- Jul 26 2021
- Shipped
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