CSV Import – Order

The following order is recommended for data imports: Chart of Accounts – Note that you should enter opening balances as journal entries on “go live”, using the specialized journal entry import process. Classifications – Departments, Classes, Locations – supported by Import Assistant Entities – Employees, Vendors, Partners, Customers (including Leads, Prospects, and Customers), Contacts –… Continue reading CSV Import – Order

How to Display Landed Cost per Category Columns In Transaction Search

Needed Cost Categories are Freight, Import fees. Perform the following to create Saved Search: Navigate to Lists > Search > Saved Searches > New Select Transaction Under the Criteria tab > Standard subtab add the following fields: Account Type – Other Current Asset Type – Item Receipt  Memo Description: does not contain Cost of Sales Adjustments Under the Results tab > Columns subtab, add the following: Add the Required fields… Continue reading How to Display Landed Cost per Category Columns In Transaction Search

Merging Duplicate Records- Automation

There are two ways to merge duplicate entities without manual intervention. That we can schedule the duplicate detection process and the system will merge those records automatically. Standard Method: Scheduling a Mass update: List > Mass Update > Mass Updates > Duplicate Resolution. Then we can set criteria accordingly and schedule this to run at… Continue reading Merging Duplicate Records- Automation

How to Create Account in Google My Business?

Once you have an account on Google, the next step is to submit information about your business. You’ll have to choose a category for your business, so you should take some time to research the categories of your competitors. Once you’ve selected a category, you need to provide contact information for your business. This includes… Continue reading How to Create Account in Google My Business?

Add Live Chat

We need to add the below code snippet into every page of our website, just before the closing </body> tag. SolutionAdd the below code in the header template or footer template