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Ryan Brink
Ryan Brink
@rbrink
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RE: Import EFT information

@mikerosz No, the 4th line in your screenshot just above the Account Number row. My screenshot shows both the Active and Commit boxes as unchecked - o...

4 years ago
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RE: Import EFT information

Michael - As a consideration, ours scenario omits the 4th step:

4 years ago
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RE: Retainage Opening Balance

@timrodman Is this possible in Migration Mode for my cut-off point open AR? My Apply Retainage button disappears and my import scenario breaks on bill...

5 years ago
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RE: Import EFT information

This is exactly what I needed to see, and it's still relevant almost 2 years later! Thank you.

5 years ago
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RE: Extend to Customer or Extend to Vendor

@timrodman Any idea why this is on a GitHub customization project instead of being a native feature? 

5 years ago
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RE: Importing user accounts

@timrodman I found this article to be very helpful setting up an import scenario for users. I also found a way to set Roles based on an already crea...

6 years ago
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