‘Marked As Sent’ and ‘Send To Financial Package’

  • Updated

For those whose system is set to sync with Sage or Xero, you can see a clear distinction between the date/time/status on which financial documents have been synced with your financial package and when they have been sent to a customer.

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Please note, if you can’t see these columns on your display and wish to show them, click on the Columns icon and select them from the dropdown menu.

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Where synced items have failed, you can click on the sync status, which will take you to the note providing error details.

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