Difference between revisions of "IRS and CRA - Automatic Verification"
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System Administrators can set up automatic monthly checks of organizations in a certain [[Client Categories|category]] against these databases, and save the record of the check as a [[transaction]] on the company [[profile]]. | System Administrators can set up automatic monthly checks of organizations in a certain [[Client Categories|category]] against these databases, and save the record of the check as a [[transaction]] on the company [[profile]]. | ||
| + | __TOC__ | ||
| + | ==Database Check Records on the Company Profile== | ||
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[[Image:OpeningOrgsearchFromTransaction.png|link=|500px]] | [[Image:OpeningOrgsearchFromTransaction.png|link=|500px]] | ||
[[Image:TransactionListOnOrgRecord.png|link=|500px]] | [[Image:TransactionListOnOrgRecord.png|link=|500px]] | ||
[[Image:TransactionOnOrgRecord.png|link=|500px]] | [[Image:TransactionOnOrgRecord.png|link=|500px]] | ||
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| + | ==Configuration== | ||
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| + | [[Image:IRSCheck.png|link=|500px]] | ||
| + | [[Image:IRSFieldMapping.png|link=|500px]] | ||
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| + | ==See Also== | ||
| + | * [[OFAC, IRS, CRA Checks]] | ||
| + | * [[Irs and cra lookup|IRS and CRA lookup]] (for further configuration instructions) | ||
[[Category:Integration]] | [[Category:Integration]] | ||
Revision as of 13:47, 22 November 2013
SmartSimple supports automatic verification of organizations with multiple databases such as IRS, CRA, OFAC, or UK Charities.
System Administrators can set up automatic monthly checks of organizations in a certain category against these databases, and save the record of the check as a transaction on the company profile.
Database Check Records on the Company Profile
Configuration
See Also
- OFAC, IRS, CRA Checks
- IRS and CRA lookup (for further configuration instructions)
