The account screen is where your Wise-Sync account details are stored. This information is only visible and editable by users with the account-admin user role.
How do I get there?
To configure your Wise-Sync account, click Account from the top menu.
What do I do?
Check out the settings below. Click Save when you're done!
Account Details
| Account Name | When you register for a Wise-Sync account, the Account Name will be displayed here |
| ConnectWise: PSA site | Enter your ConnectWise PSA site (Note: for REST users, the site should be automatically set based on your Wise-Sync Account location ) |
| ConnectWise: PSA dir | On Save this will default to your company's ConnectWise PSA dir |
| ConnectWise: Company name | Enter your ConnectWise Manage Company name |
| ConnectWise: Software Version | Your ConnectWise version is automatically defaulted to the latest version, if this not correct, select your ConnectWise Manage software version from the list |
| ConnectWise: Integrator username | Note: Only required for legacy SOAP versions (not REST versions) If you are on a legacy SOAP version. enter your Integrator username. To configure your API login, see Configure Integrator Log in |
| ConnectWise: Integrator password | Note: Only required for legacy SOAP versions (not REST versions) If you are on a legacy SOAP version, enter your Integrator password. |
| ConnectWise: API Public Key | Enter your ConnectWise API Public key |
| ConnectWise: API Private Key | Enter your ConnectWise API Private key |
| Test ConnectWise Connectivity | Click this button to test ConnectWise Connectivity |
Tracking Categories
Set up tracking categories to monitor different areas of your business
Expenses
Enter the names of your ConnectWise Manage company expense payment types
Options
| Two-factor Authentication | 2FA Mode is set to required |
| COGS Validation enabled | If Procurement is enabled, COGS validation is mandatory and enabled by default |
| Real-Time Sync enabled | This is defaulted to enabled which allows your ConnectWise invoices to sync in real-time i.e. invoice syncs when it is set to a 'closed' state in ConnectWise. Disable the toggle if you prefer to manually sync invoices in Wise-Sync. |
| Hide "Sync All" Button | This allows you to click one button to sync Invoices, Payments, Procurement/Inventory and Expenses at the same time. You may choose to hide "Sync All" button from the Sync screen and sync each type separately. |
| Warn on Missing Class for Tracking Codes | Select to Warn on missing class for tracking codes when syncing records |
| ConnectWise API Call Detailed logging enabled | When selected, this feature will store details of the call to and from ConnectWise server. Note: Password are protected for your protection. |
| Clear Logging Data | Click the button to clear logging data |
Revenue Defaults
| Default Non-Product ID for Revenue Service | Select the Enable option to configure the Non-Product ID for Revenue Service. This ensures that a Non-Product ID is passed through to the accounting package when one is not already mapped. |
| Default Non-Product ID for Revenue Expense | Select the Enable option to configure the Non-Product ID for Revenue Expense. This ensures that a Non-Product ID is passed through to the accounting package when one is not already mapped. |
| Default Non-Product ID for Revenue Agreement | Select the Enable option to configure the Non-Product ID for Revenue Agreement. This ensures that a Non-Product ID is passed through to the accounting package when one is not already mapped. |
| Default Non-Product ID for Deferred Revenue | Select the Enable option to configure the Non-Product ID for Deferred Revenue. This ensures that a Non-Product ID is passed through to the accounting package when one is not already mapped. |
Sync Statistics
Sync statistics can be viewed from this page. It will display the total number of records synced per month. These records include Invoices, Payments, Procurements & Expenses.
Billing Information
| Full Name | Your full name will be displayed here |
| Company Name | This is the Company Name for your Wise-Sync invoices |
| Address | Your complete address will be displayed here |
| Phone | Your phone number will be displayed here |
| Billing Email | The email address to send invoices |
| Primary Email | Email Address will be used for your username |
| Update Billing Information | Click this button if you want to update your Billing details |
Plan
You may view and manage your plan from this page.
| Base Plan | Wise-Sync plan will be displayed here. It will include the number of Companies, Invoices, Basic/Enhanced Support plan |
| Plan Add-Ons and Upgrades | Add-Ons and Plan Upgrades i.e, Wise-Pay |
| Total Subscription | Computation of your Subscription will be displayed here |
| Next Invoice Issue Date | Your next invoice date will be displayed here |
| Wise-Pay | Get paid faster and add Wise-Pay to your existing plan |
| Consulting Services | Multi-Consulting Services - maximum of 2 hours per month Additional Monthly Consulting Time (per hour) - You may request for additional hours Ad-hoc Consulting Time (per hour) - Available customers on Enhanced & Priority Support Plan |
Request Subscription Update
Click this button if need to make changes to your subscription and we will update it on your behalf. This includes requests to cancel your subscription.
If your subscription has previously been cancelled and you wish to reactivate it, simply click the Reactivate Subscription button on the Payment Details tab.
Payment/Card
Your payment details will be displayed on this page. Click Update Payment Method if you wish to update/change your payment method.
Alternatively, you may view and edit your saved payment method from your Wise-Pay dashboard. Simply select the Wise-Sync Payer Account from the dropdown list when you hover on your name in the Wise-Pay toolbar, then click on Settings > Saved Bank Accounts or Saved Credit Cards.
Alternatively, you may view and edit your saved payment method from your Wise-Pay dashboard. Simply select the Wise-Sync Payer Account from the dropdown list when you hover on your name in the Wise-Pay toolbar, then click on Settings > Saved Bank Accounts or Saved Credit Cards.
Billing History
Your Paid invoices and credits will be displayed on this screen. You may also select the PDF button to download copies of your invoices.
Alternatively, you can view your Wise-Sync/Wise-Pay Invoices in your Wise-Pay dashboard. Simply select the Wise-Sync Payer Account from the dropdown list when you hover on your name in the Wise-Pay toolbar.
Alternatively, you can view your Wise-Sync/Wise-Pay Invoices in your Wise-Pay dashboard. Simply select the Wise-Sync Payer Account from the dropdown list when you hover on your name in the Wise-Pay toolbar.
Account Overview Activation Video: