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Payment Integration

797 bytes added, 20:55, 11 June 2019

→‎Automated Payment Integration (File mediated)

SmartSimple offers a variety of features and technique to route payments generated from SmartSimple directly to any financial system.

The integration process can either be manual or automated depending on your business requirement.

 

==Manual file export from a list view==

SmartSimple allows system administrators to configure certain [[Types]] to be used as payments, in order to integrate information from accounting software such as QuickBooks^TM.

===Configuration===

This feature is configured on the [[Types#Type_Settings|Type Settings]] page. In this example, a {{L2}} type called "Payments" will be used to integrate with an external instance of QuickBooks.

Select the ''Is Payment'' option from the [[Types#Type_Settings|Type Settings]] page and hit Save:

[[Image:EditTypePageIsPayment.png|500px|link=|500px]]

The ''Payment Field Mapping'' tab will appear at the top of the page:

[[Image:PaymentFieldMappingTab.png|500px|link=|500px]]

The ''Payment Field Mapping'' screen will be displayed:

[[Image:PaymentFieldMappingScreen.png|500px|link=|500px]] To preview the imported financial data for a record, click on the ''Preview'' button at the bottom of the ''Payment Field Mapping'' screen:

[[Image:PaymentMappingPreview.png|link==Exporting==]]

Hit ''Save'' and ===Exporting===A major feature of SmartSimple [[List Views]] is that list view results can be exported with the following options will be displayed:click of a button.

The [[Image:QuickBooksMapping.pngConfiguring_List_Views#Export_Tab|link=Custom Export]]options must be configured against the list view with appropriate column headers and fields

A list of Column Headings from QuickBooks can be accessed here: [[QuickBooks Column Headings]]

To preview the imported financial data for a record, click on the ''Preview'' button at the bottom of the ''Payment Field Mapping'' screen:

==Automated Payment Integration - File mediated=====Overview===SmartSimple Payment integration can integrate to any accounting software/system. It can be configured to send/receive cheque requisitions information to and from the client’s accounting system. [[ImageFile:PaymentMappingPreviewPaymentIntegration.pngjpg|link=Blue and White|800px]]

==See Also==

* [[QuickBooks Column Headings]]

[[Category:Integration]] [[Category:System Integration]] [[Category:Payments]]

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Lalaine Songalia

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