Inbound interfaces can be used for user imports, coding imports and even workflow imports. To access inbound interfaces area, go to the Administration area from the side menu, then Tools, and select Inbound Interfaces. For automated interfaces (the system picks
Before you bein installing, we recommend that your install Point Progress Connect on the same server as your Sage 50 Accounts instance. To begin installing and using Point Progress Connect, you will need to run the PPConnect.exe installer, found in
To edit an existing batch, click the pencil next to a batch name. By default the batches displayed will be for the last 30 days. Change the Created since filter to view batches further back. The Show filter provides the
From the Welcome/Dashboard screen, within the Account section, you will see a link called Card import & match. This will take you to the Card Import & Match Overview screen. Importing a Statement Click the Import button in order to start the credit card statement