Accounting Integration General Preparation

Before you can use accounts integration you need to make a few system setting changes which are detailed below:

System Settings

  • Click on Administration, Settings.
  • Look under Financial Settings and select your accounting software in the “Accounting Module” field.
  • Leave the “Accounting Module Customer” field blank to use the default customer account or you can type your own to use a different one. Default = Blank.
  • Click Save

evolutionfmsaccountingscreen1

User Settings

To the able to post / un-post invoices you need to ensure that you have the correct access permissions.

  • Click on Administration, Users.
  • Edit the user account that will be used for posting, un-posting invoices or both.
  • Tick “Post invoices to 3rd party accounting software”, “Unpost invoices from 3rd party accounting software” and “See Nominal and Taxcodes on invoices”.
  • Click Save.
  • Repeat for any other users that need permissions to perform these functions.

evolutionfmsaccountingscreen2