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Wise-Sync for Datto Autotask PSA
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Getting Started with Wise-Sync for Datto Autotask PSA
- 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
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Getting Started with Wise-Sync for QBO
- 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
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Getting Started with Wise-Sync for Datto Autotask PSA
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Wise-Sync for Datto Autotask PSA
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Frequently Asked Questions
- 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
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Known Issues
- 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
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Known Issues (Resolved)
- 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
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Frequently Asked Questions
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Incident Reports
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Incidents
- 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
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Incidents
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Wise-Sync Release Notes
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Wise-Sync Release Notes (2020+)
- 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
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Wise-Sync Release Notes (2019)
- 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
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Wise-Sync Release Notes (2018 and older)
- 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
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Wise-Sync Release Notes (2020+)
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Syncing with Wise-Sync
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Syncing with Wise-Sync
- 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
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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
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Glossary of Terms
- 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
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Best Practices & Tips and Tricks
- 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
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General Questions
- 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
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FAQ
- 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
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Wise-Sync - Special Features
- 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
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Wise-Sync for Xero
- 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
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Wise-Sync for Quickbooks Online
- 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
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Syncing with Wise-Sync
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Wise-Sync User Management
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Creating/Maintaining Users
- 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
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Two Factor Authentication
- 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
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Creating/Maintaining Users
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