Difference between revisions of "Payment Integration"
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To preview the imported financial data for a record, click on the ''Preview'' button at the bottom of the ''Payment Field Mapping'' screen: | To preview the imported financial data for a record, click on the ''Preview'' button at the bottom of the ''Payment Field Mapping'' screen: | ||
Revision as of 15:30, 3 December 2014
SmartSimple allows system administrators to configure certain Types to be used as payments, in order to integrate information from accounting software such as QuickBooksTM.
Configuration
This feature is configured on the Type Settings page. In this example, a Level 2 type called "Payments" will be used to integrate with an external instance of QuickBooks.
Select the Is Payment option from the Type Settings page and hit Save:
The Payment Field Mapping tab will appear at the top of the page:
The Payment Field Mapping screen will be displayed:
...mapping fields...
To preview the imported financial data for a record, click on the Preview button at the bottom of the Payment Field Mapping screen:
