Microsoft 365 (Calendar, Email and OneDrive) Where do I get my authentication credentials / tenant ID? To obtain your Microsoft 365 tenant ID, login to Microsoft 365 by navigating to https://entra.microsoft.com and logging in to your account as the main Administrator. Once in the account Navigate to Admin -> Azure Active Directory [...]
Introduction Our Sage integration module gives you the ability to post invoices, payments and interest charges from the Evolution FMS Funeral Management Solution directly into Sage accounting. Which versions of Sage are supported Sage Line 50 - Version 11 Sage Line 50 - Version 12 Sage Line 50 - Version 2007 Sage Line 50 - [...]
Introduction Our QuickBooks integration module gives you the ability to post invoices, payments and interest charges from the Evolution FMS Funeral Management Solution directly into Intuit QuickBooks. Which versions of QuickBooks are supported QuickBooks Pro 2008 QuickBooks Pro 2010 QuickBooks Pro 2012 QuickBooks Pro 2013 QuickBooks Pro 2014 How does the process work Any user [...]
Introduction Our QuickBooks online integration module gives you the ability to post invoices and payments from the Evolution FMS Funeral Management Solution directly into Intuit QuickBooks Online. Which versions of QuickBooks are supported QuickBooks Online (UK) What do I need to do before I can use accounts integration? Evolution FMS - General Settings Click here [...]
Introduction Our Xero online integration module gives you the ability to post invoices and payments from the Evolution FMS Funeral Management Solution directly into Xero accounts. Which versions of Xero are supported Xero (UK) What do I need to do before I can use accounts integration? Evolution FMS – General Settings [...]
Targeting specific Google Calendar(s) Evolution FMS will target your PRIMARY Google Calendar as default. If you want to target a different or multiple calendar(s) then there are two options available: Targeting a single calendar (other than your primary calendar) - Edit the SETTINGS of your calendar and in the DESCRIPTION box enter [...]
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 [...]