Duplicate Checking with Workflow

    Duplicate Checking with Workflow When processing data such as invoices and POs, it is common to check for duplicates. Nobody wants to pay the same invoice more than once or issue 2 POs for the same items. In order to avoid that you need to know how to...

Release Notes – Version 4.06

Version 4.06 Release Date: 2022-09-24   New and Updated Features This is a list of the new features, functions and enhancements added since the previous release Admin Changed work trigger list to delete all triggers within a process when deleting a process....

Configuring QuickBooks Online Integration

  Configuring QuickBooks Online Integration Configuring QuickBooks Online integration is fairly straight forward if you use the Config Manager config as your starting point. In this article we will walk you through setting up the DocMgt integration to QuickBooks...