Wise-Sync will will not update contacts in the accounting package if no email address is provided. Select Product ID to use Datto Autotask PSA's unique database ID or Truncate to use the first 30 characters of the product as the item code.Ĭhoose how Wise-Sync handles contacts in the accounting package during Invoice Sync, if they exist.
Dsync setup mapping how to#
Mark approved invoices as 'Sent' in Xero if they have already been sent to customers from Datto Autotask PSA.Ĭhoose how to handle Xero's 30 character item code limit. Wise-Sync will sync invoice as Approved Invoices, available for payment. Invoices will not appear as "Awaiting Payment" until approved.
Wise-Sync will sync invoices as Draft Invoices requiring approval in order to be paid. Set this setting to 0 (zero) if you wish to ignore errors.Ĭhoose what to sync sales invoices as in Xero. Keep the amount low - if you need to increase this amount, think about whether the resulting adjustments would be due to a bigger process problem. The amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here. Select the tax code from your accounting package to apply to adjustments for sales. Select the GL account from your accounting package to post the adjustments for sales. It shouldn't need to be changed as it allows the adjustment to be easily identifiable when looking at the invoice in your accounting package. The value will default to WISESYNC_ADJUSTMENT. Note: Ignore options for Purchases as Procurement sync is not supported. Define how Wise-Sync handles these adjustments. Wise-Sync will attempt to make minor adjustments where the invoices lines do not match the invoice header. Wise-Sync: Version 4.3.10 Release Notes.Wise-Sync: Version 4.3.11 Release Notes.Wise-Sync: Version 4.3.12 Release Notes.Wise-Sync: Version 4.3.13 Release Notes.Wise-Sync: Version 4.3.14 Release Notes.Wise-Sync: Version 4.3.15 Release Notes.Wise-Sync: Version 4.3.16 Release Notes.Wise-Sync: Version 4.3.17 Release Notes.
Wise-Sync: Version 4.3.18 Release Notes.Wise-Sync: Version 4.3.19 Release Notes.Wise-Sync: Version 4.3.20 Release Notes.Wise-Sync: Version 4.3.21 Release Notes.Wise-Sync: Version 4.3.22 Release Notes.Wise-Sync: Version 4.3.23 Release Notes.Wise-Sync: Version 4.3.24 Release Notes.Wise-Sync Release Notes (2018 and older).