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iReach - How do you export invoices from PlanManager to Ireach?


iReach - How do you export invoices from PlanManager to Ireach?

Since iReach is leading, it is important to always first create your customers and vehicles in iReach and only then link them in Plan Manager.

PlanManager then also imports the customer number from iReach.

You must periodically (daily - weekly - monthly, as you prefer) make an export of the selected period in PlanManager. To do this, go to Invoicing -> Accounting in PlanManager. There you can select a location (if any), a period, a date span or invoice number from / to.

This export is placed in a folder defined by iReach:

Path for invoices: \\ IREACH \ iReachShared \ Planmanager

iReach will load these invoices during the next night.






 

Last update:
2020-08-05 16:01
Author:
Jean-Marie
Revision:
1.0
Average rating:0 (0 Votes)
 

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