Help Center
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Getting Started with Wise-Sync and ConnectWise Manage
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Welcome to Wise-Sync for ConnectWise Manage
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - ConnectWise API
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - Accounting Package Setup
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - ConnectWise Foundation Setup
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - ConnectWise GL Mapping
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - Wise-Sync Setup
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - ConnectWise Expenses
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Getting Started - Advanced Feature Setup
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Migrating to Wise-Sync from a previous sync tool
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Welcome to Wise-Sync for ConnectWise Manage
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Wise-Sync Errors and Troubleshooting
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Sync Errors - Inventory
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Wise-Sync Errors and Troubleshooting
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Known Issues
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Known Issues (Resolved)
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Xero Errors
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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QBO Errors
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Sync Errors - Inventory
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Incident Reports
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Incidents
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Incidents
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Wise-Sync Release Notes
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Wise-Sync Release Notes (2020+)
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Wise-Sync Release Notes (2019)
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Wise-Sync Release Notes (2018 and older)
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Wise-Sync Release Notes (2020+)
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Wise-Sync User Management
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Creating/Maintaining Users
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Two Factor Authentication
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Creating/Maintaining Users
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Freshdesk Support Portal Help
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Emails from Support
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Emails from Support
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Webinars & Video Resources
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Webinar Schedules
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Previous Open Mic Webinars - US/UK
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Previous Open Mic Webinars - AU/NZ
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Webinar Schedules
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Wise-Pay Errors and Known Issues
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Unprocessed Payments
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Xero Known Issues
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Unmatched Payments
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Pay Errors
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Known Issues
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Unprocessed Payments
-
Wise-Pay Integration
-
Wise-Pay Integration
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Pay Integration
-
Syncing with Wise-Sync
-
Syncing with Wise-Sync
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Sync Samples
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Glossary of Terms
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
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Best Practices & Tips and Tricks
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
General Questions
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
FAQ
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Sync - Special Features
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Source Default Folder
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Sync for Xero
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Wise-Sync for Quickbooks Online
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
-
Syncing with Wise-Sync
Wise-Sync Samples
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock