‘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.

Financial - 184.png

Financial - 185.png

11. Financials.png

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.

12. Financials.png

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

Financial - 188.png

 

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