- Wise Sync for Datto Autotask PSA
- Solution home
- Wise-Sync User Management
- Wise-Sync for Datto Autotask PSA
- Wise-Sync for Datto Autotask PSA
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Incident Reports
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Incidents
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 21st December, 2018
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 8th March, 2019
- ConnectWise Sync Errors, 29th March, 2019
- Unexpected Partial Outage for Wise-Sync and Wise-Pay, 7th May, 2019
- Unexpected Outage for Wise-Sync and Wise-Pay, 8th August, 2019
- Unexpected Outage for Wise-Sync and Wise-Pay, 12th March, 2020
- Issues accessing Wise-Sync via ConnectWise Manage Quicklink
- Unexpected Outage for Wise-Sync and Wise-Pay, 9th June, 2020
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Incidents
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Payer Management
- Managing Payers
- Email Templates
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Payer Admin - FAQ
- FAQ - Is a Payer set up for Automatic Payments?
- FAQ - How do I Import Payers into Wise-Pay
- FAQ - Can a Payer Add Automatic Payment Terms
- FAQ - How long before a customer/client is availabe in Wise-Pay Admin
- FAQ - How do my Wise-Pay customers view their invoices?
- FAQ- How To Reset Password for Payer Account
- FAQ - How can I hide outstanding invoices that are not for Wise-Pay payment in the Outstanding Payment pod in Wise-Pay?
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Wise-Pay Errors and Known Issues
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Unprocessed Payments
- Unprocessed Payment: Error: Organisation accounts are locked on the specified payment
- Fix Unprocessed Payments: Payment can only be made against Authorised Documents.
- Unprocessed Payment: Payments can only be applied to invoices that are awaiting payment
- Handling Overpayments where an amount is debited that is greater than a revised invoice amount
- Known Issue: Updating a payment in the PSA has not been implemented with the NPE flow
- Xero Known Issues
- Unmatched Payments
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Wise-Pay Errors
- Transaction declined IntegraPay - Error Code: Failed Payment
- Error: Your payment has NOT been processed. Error Code:transactionAmountInCents must not be greater than $xxx
- Error: Invoice couldn't be processed for automatic payment. Scheduled payment date has exceeded this Merchant's Maximum allowed number of overdue days
- What is a Payment Error?
- Payment Errors - Failed Payment: Transaction Declined
- What is a Batch Processing Error?
- Error Saving Item in Xero. Validation Message: An error occured in Xero. Check the API Status
- Disconnected Accounting System (QBO)
- Error validating Xml data against the schema
- Your payment has NOT been processed against invoice . Error Code:Account not found. Account Code: Account not found
- Invoice partially paid in Xero/QBO but partial payment does not reflect in Wise-Pay
- Failed Transaction Error: Merchant hasn't enabled credit card payments for these payment terms and the primary payment method for this user is via credit card.
- Error Code: Error saving item in Xero. Validation Message: The contact name is already assigned to another contact.
- Known Issues
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Unprocessed Payments
- Wise-Sync User Management
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Beta Group
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Syncing with Wise-Sync
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Syncing with Wise-Sync
- Syncing with Wise-Sync (Sync All)
- How to get help & support using Wise-Sync
- Syncing with Wise-Sync (Payments)
- Syncing with Wise-Sync (Unposted Items)
- Changing your password
- How to log in to Wise-Sync
- Can't Login?
- Pre-Setup ConnectWise Inventory > The Function of Inventory
- FAQ: What address do we use for ConnectWise Manage REST Version?
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Wise-Sync Samples
- Mapped Reference Fields in Xero
- Accounts Payable - Batch Payment
- Accounts Payable - Planned Payment Date (Scheduled in XERO)
- Accounts Receivable - Outstanding Statement
- Staff Reimbursement (Through Procurement)
- Procurement - General Office Expense Purchase
- Procurement - Purchase (Supplier)
- Agreement Invoice (Additions)
- ConnectWise Inventory > Use Case: Client Invoice (Journal Inventory to COGS)
- Credit Memo (Special Invoice)
- ConnectWise Inventory > Use Case: Inventory Transfer
- Agreement Invoice (Rounding errors & adjustment applied) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Audit Trail Adjustment
- Services Invoice (Agreement Time Summary) - Sample
- ConnectWise Inventory > Use Case: Adjustment Type - Missing Stock
- Glossary of Terms
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Best Practices & Tips and Tricks
- Show Invoices Not Yet Batched to Your Accounting Package on the Invoice Search Screen
- Don't show Unapproved Invoices in the Email Batch Wizard List - Email Sent Statuses
- QBO: Credit Memo's apply to correct payment amount in ConnectWise.
- Exclude non-billable items when syncing Invoices
- Explaining the SUPPLIER-CREDIT process (RMA Process)
- Explaining the SUPPLIER-INVOICE process
- Downpayment Process to Cover Tax Amount of an Invoice
- Applying Credit Notes
- Using Bundle Products with Inventory
- General Questions
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FAQ
- FAQ - When I sync invoices, why are the email address are updated?
- FAQ - Why is the contact being set to the Primary Contact instead of the billing contact
- Inventory Reports: Invoice Dates & Purchase Order Dates
- FAQ: What is the difference between the CW (Inventory Reports) and Xero (Inventory Asset / Transaction Report)
- FAQ - How do I create a Manual Batch?
- FAQ: What are System Chart of Accounts?
- FAQ - How do I sync detailed invoices?
- FAQ - What do I do if a payment synced back to ConnectWise and posted to the wrong invoice?
- Updating your Connectwise To A new version
- FAQ - Why aren't my invoice marked as Paid in ConnectWise?
- FAQ: How do I Connect a Google Drive in Wise-Sync?
- FAQ - Why can't I see the Wise-Sync QuickLink after I create a custom menu entry?
- How to enable API Logging (Detailed Logging)
- FAQ: How do I change an Invoice that has already been synced?
- FAQ - How do I refresh a Purchase Order GL entry
- FAQ - How do I update my Credit Card for Wise-Sync Invoices
- FAQ: How do I add freight to a Purchase Order?
- FAQ - Setting and Working with Lock Dates in Xero
- FAQ - How do I delete an Invoice?
- FAQ: Why do I need the GL Reload Status?
- ConnectWise Versions Supported
- FAQ: How do I run a sync?
- FAQ: Why are there adjustment items on an invoice
- FAQ: Why are there rounding items on an invoice
- FAQ: What if I have issues who will help me (who to contact)
- FAQ: What are the benefits of cloud accounting
- FAQ: Is it is secure to use Wise-Sync
- FAQ: How long will it take to setup
- FAQ - How to create REST API Keys for a ConnectWise Member
- FAQ - I want to disable Inventory Sync. What do I need to do?
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Wise-Sync - Special Features
- How to Enable Wise-Sync Support Access to your ConnectWise account without a password
- Sync Feature: Exclude Batch Records (From Sync)
- Onboarding Feature : Sync Old Records (without posting to accounting)
- ConnectWise - Time Details to Invoice Lines
- Quick Link > Creating Custom User Menu in ConnectWise
- Sync Options > Vendor Invoice Date Source > Selecting Alternate Purchase Order Invoice Dates
- Terms XRef - Terms Construct for Days after EOM
- ConnectWise Manage Tax Setup - GST/PST Canada
- Syncing Xero Tracking Categories from ConnectWise Manage to Xero
- Wise-Sync for Xero
- Wise-Sync for Quickbooks Online
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Syncing with Wise-Sync
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Wise-Sync Release Notes
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Wise-Sync Release Notes (2020+)
- Wise-Sync Release Notes 2021
- Wise-Sync Update - 7 December 2020
- Wise-Sync Update - 29 September 2020
- Wise-Sync Update - 7th September 2020
- Wise-Sync Update - 17th August 2020
- Wise-Sync Update - 29th June 2020
- Wise-Sync Update - 25th May 2020
- Wise-Sync Update - 21 April 2020
- Wise-Sync Update - 23 March 2020
- Wise-Sync Update - 17 February 2020
- Wise-Sync Update - 20 January 2020
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Wise-Sync Release Notes (2019)
- Wise-Sync Update - 19 December 2019
- Wise-Sync: Version 4.6.10 Release Notes
- Wise-Sync: Version 4.6.9 Release Notes
- Wise-Sync: Version 4.6.8 Release Notes
- Wise-Sync: Version 4.6.7 Release Notes
- Wise-Sync: Version 4.6.6 Release Notes
- Wise-Sync: Version 4.6.5 Release Notes
- Wise-Sync: Version 4.6.4 Release Notes
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Wise-Sync Release Notes (2018 and older)
- Wise-Sync & Wise-Pay Release Notes
- Wise-Sync: Version 4.6.3 Release Notes
- Wise-Sync: Version 4.5.0 Release Notes
- Wise-Sync: Version 4.6.2 Release Notes
- Wise-Sync: Version 4.4.2 Release Notes
- Wise-Sync: Version 4.6.1 Release Notes
- Wise-Sync: Version 4.4.1 Release Notes
- Wise-Sync: Version 4.6.0 Release Notes
- Wise-Sync: Version 4.3.24 Release Notes
- Wise-Sync: Version 4.5.4 Release Notes
- Wise-Sync: Version 4.3.23 Release Notes
- Wise-Sync: Version 4.5.3 Release Notes
- Wise-Sync: Version 4.3.22 Release Notes
- Wise-Sync: Version 4.5.2 Release Notes
- Wise-Sync: Version 4.5.1 Release Notes
- Wise-Sync: Version 4.3.21 Release Notes
- Wise-Sync: Version 4.3.20 Release Notes
- Wise-Sync: Version 4.3.19 Release Notes
- Wise-Sync: Version 4.3.19 Release Notes
- Wise-Sync: Version 4.3.18 Release Notes
- Wise-Sync: Version 4.3.18 Release Notes
- Wise-Sync: Version 4.3.17 Release Notes
- Wise-Sync: Version 4.3.16 Release Notes
- Wise-Sync: Version 4.3.15 Release Notes
- Wise-Sync: Version 4.3.14 Release Notes
- Wise-Sync: Version 4.3.13 Release Notes
- Wise-Sync: Version 4.3.12 Release Notes
- Wise-Sync: Version 4.3.11 Release Notes
- Wise-Sync: Version 4.3.10 Release Notes
- Wise-Sync: Version 4.3.9 Release Notes
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Wise-Sync Release Notes (2020+)