New Feature: Enhanced Expenses > Document Sync

New Feature: Enhanced Expenses > Document Sync.

A new feature has been added to allow Documents attached to an Expense to Sync to your Accounting Package. This feature is available on all plans that include "Enhanced Expenses".   This feature will copy the document file to the record in your accounting system allowing for easier management of documents .

Update: 26th May, 2015. 
We've identified that TicketAPI is also required to return a expense document attached to a Ticket. In order to enable this feature, partners will need to enable the Ticket API as well as the Document API for the function to work as expected.

To enable this feature, simply enable the "Document API" and  "Ticket API" in the Integrator Login Setup Table for your Wise-Sync User:


1. Click on 'System'
2. Click on 'Setup Tables'
3. Search for 'Integrator Login'
4. Click on 'Integrator Login'

5. Scroll to the bottom of the page.
6. Ensure 'Document API' is ticked.
Save the Form
You will now see that files attached to your Expense such as images of the receipt taken by the ConnectWise mobile app will be attached to the record in your accounting package.
Paul is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.