by Brad Vossler | Sep 21, 2022 | Support, 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...
by Brad Vossler | Sep 16, 2022 | Release Notes
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....
by Brad Vossler | Sep 14, 2022 | Accounts Payable, Automotive, Education, Feature, Healthcare, Human Resources, NGO, Viewing
Forms Are Not Always ‘Simple’ E-forms are a powerful way to collect data. For simple forms, all you need to do is add fields, put in images and labels, and you are ready to bring in all the data you want. But what if you need to do more than...
by Brad Vossler | Sep 9, 2022 | Integration, Support
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...
