A Wise-Sync Company provides the connection to your Accounting Package company. Depending on the PSA you're using, you may have one or many companies included in your subscription.


Wise-Sync Company settings help you control how tax and invoice adjustments/rounding are handled. This is also where you control how the GL is mapped from your PSA to your Accounting Pacakge.


Account Administrators (i.e. users with the role account-admin) are able to manage a Wise-Sync Company. For more information about User Roles, read up on Wise-Sync Users.


How do I get there?

To configure your Wise-Sync Company, click Companies from the top Menu.


What do I do?

Check out the settings below and what you need to do with them. Click Save when you're done!


Tab
Setting
What to do
Company Options
Accounting Platform Connection
Connect to your Accounting Platform.

Wise-Sync will try to detect that you're already logged into your accounting package in your browser session. If you're not signed in, you will be prompted to to finalise the connection.
Company Name
Enter the name of the company.
Locale
Set the company's locale.
Timezone Offset
Select the timezone of where your region.
Tax Options
Use Autotask tax group when sold
Choose how your taxable Sales are handled:

On - Wise-Sync will apply the Tax Code from Autotask
Off - select a tax group at Tax code when sold (options come from tax codes in QBO)
Tax Code when sold
Wise-Sync will use this tax code
QBO US TAX: Override Sales Tax Level

Quickbooks Online Only
If QBO AST is in use, select Override Sales Tax Option - as described in QBO Automated Sales Tax (US Region)
Tax Codes

A list of tax codes in your accounting package that need to be setup in Autotask.
Adjustment Items
Adjustment item code
Wise-Sync will attempt to make minor adjustments where the invoices lines do not match the invoice header.

Define how Wise-Sync handles the adjustment:

The value will default to WISESYNC_ADJUSTMENT. It shouldn't need to be changed as it allows the adjustment to be easily identifiable when looking at the invoice in your accounting package.
Adjustment item sales account
Select the GL accounts to post the adjustments for sales.
Adjustment item purchase account
Select the GL accounts to post the adjustments for purchases.
Limit Adjustments Amount
The amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here. This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting adjustments would be due to a bigger process problem. Set this setting to 0 (zero) if you wish to ignore errors
Rounding Items
Rounding item code
Wise-Sync will attempt to round invoices where lines do not match the invoice header.

Define how Wise-Sync handles the rounding:
- shouldn't need to be changed. This allows the adjustment to be easily identifiable in the invoice in the accounting interface
Rounding item sales account
Select the GL accounts to post the adjustments for sales.
Rounding item purchase account
Select the GL accounts to post the adjustments for purchases.
Limit Rounding Amount
The amount use as the limit to display errors where the adjustment calculated is less than or greater to the amount specified here. This is defaulted to 10.00. Keep the amount low - if you need to increase this amount, think about whether the resulting rounding would be due to a bigger process problem. Set this setting to 0 (zero) if you wish to ignore errors
Invoice OptionsExtend Product Handling Mode

Xero Only
Choose how to handle Xero's 30 character item code limit.

Select Product ID to use Autotask's unique database ID or Truncate to use the first 30 characters of the product as the item code.
Contact Email Handling

Choose how Wise-Sync handles contacts in the accounting package during Invoice Sync, if they exist.


Set Only when Provided
Wise-Sync will will not update contacts in the accounting package if no email address is provided.

Use Primary Contact when not Provided
Wise-Sync will find the Primary Contact of the Account in Autotask and set their email address in the Accounting Package if no email address is provided. If the Primary Contact does not have an email address, the sync will fail.

Use Primary Contact Always
Wise-Sync will always set the Primary Contact's email address in the Accounting Package. If the Primary Contact does not have an email address, the sync will fail.

For more information about how contacts are handled by Wise-Sync, read FAQ: How does Wise-Sync manage Autotask Contacts?.
Contact Name HandlingChoose the Contact Name to set in the Accounting Package on Invoice sync.

Select Set Only When Provided to use the Autotask Invoice Preference Attention field if available, otherwise use the name of the Primary Contact.
Enable Multiple Currency SupportEnable or Disable.

To sync Multi-Currency invoices, Autotask and your Accounting Package must have Multi-Currency enabled and both systems must contain matching currencies configured.

Invoices will be synced in the currency set in Autotask. Where there is a mismatch of currencies in both Autotask and your Accounting Package, invoice sync will fail.

To get started with Multi-Currency for Autotask, watch the video below:




A warning for Quickbooks Online users You cannot change a Customer's currency in Quickbooks Online, once it has been set.

Please ensure that before you start to sync invoices for your foreign customers, that the currency is configured in both Autotask and Quickbooks Online. Quickbooks Online will set the Customer's currency to the Home Currency set in your Advanced Account Settings. See About Multi-currency for more information.
Service Date Handling
Sync the Service Date to each line of an invoice in your Accounting Package.

Quickbooks Online
Choose where the service date appears on the invoice line in QuickBooks Online.

Select Item Service Date to sync the service date to the Service Date field of the invoice line. Otherwise, select Item Details to append the service date to the Description of the invoice line.

Xero
Unlike Quickbooks Online, Xero doesn't have a dedicated field to sync the Service Date. Select Item Details to append the service date to the Description of the invoice line.
Account Mappings
Account Mapping Level

Choose from the hierarchy of Account Mappings below. The lower in the hierarchy you choose to map, the more granular your Revenue Account Mappings will be. The level set here will also be the level Wise-Sync will fail at, should it find a discrepancy in your mappings during the sync process.


Level 1 - Default Revenue Account
Revenue will be posted to this account, if no other mappings are matched / defined.

Level 2 - Invoice Transaction Type
Revenue will be posted to any Invoice Transaction type that you map.

Level 3 - Billing Code
Revenue will be posted to any Billing Code that you map.

Level 4 - Dynamic
Revenue will be posted to the invoice line Billing Code's Billing/Accounting External Number, if it's configured. This level isn't mapped in Wise-Sync, rather, it will pick up the External Number configured against the Billing Code in Autotask.
Account Mapping Handling
Choose how Wise-Sync will handle your Account Mappings.

Fail
If Wise-Sync cannot make a match at the level selected as the Account Mapping Level, the sync will fail and display an error reporting a mismatch.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, the sync will fail, prompting you to correct the mismatch.


Fallback
If Wise-Sync cannot match an account that has been mapped, it will be fall back to the higher Account Mapping Levels.

Example: Account Mapping Level is set to Dynamic. If your invoice contains a Billing Code with a missing/unknown External Number, fallback to an Account Level Mapping that can match. That is, in this example, Wise-Sync will fallback to find any mapped Billing Codes, followed by Invoice Transaction Type. If Wise-Sync hasn't fount a matching mapping at that point, the app will fallback to the Default Revenue Account.


Add Mapping
Choose the type of mapping you wish to create.
  • Invoice Transaction Type
  • Billing Code
Invoice Transaction Type/Billing CodeSelect the Autotask Invoice Transaction Type/Billing Code to map.
Billing Code Name

If mapping a Billing Code, select the Autotask Billing Code Name to map.

Accounting Platform Account
Select a GL Account from your Accounting Package to map the Invoice Transaction Type/Billing Code.