...
- Agree cust/supp code with InTIME codesRSM InTime codes
- update dim type format for Accounts Payable and Accounts Receivable (may need to redefine post import to force existing codes in)
- populate supp import file and import
- populate cust import file and import
- alternatively, manually enter suppliers and customers if small in volume
...
- For transactions types purchase invoice and sales invoice set free text field 3 to Allowed from the drop down menu.
RSM InTime Integration
- Set up new user for integration "INTIME_CLIENT", use random password generator
- Email InTIME RSM InTime team with following details:
> INTIME RSM InTime login details
> Twinfield agency code (database code - usually same as PASO code)
...
- Obtain list of users from client with details of access levels
- Email InTIME support RSM InTime support to request company to be set up on portal with details of users including Revas users.
- Check company has been set up correctly.
- Arrange webex with client users to show basic operations of portal.
- Release password reset emails and deliver portal intro.
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- Search for “Sales Invoices” and select. All highlighted in screenshot below: Under “Free text fields”, under “Free text field 3”, select Usage: “Allow”, Location: “Header”. Under “Document imaging”, Enter Name: “Invoice”, Link: https://<CLIENT SERVER>/twinfield/showInvoice/$FreeText3$
- Search for “Purchase Invoices” and select. All highlighted in screenshot below: Under “Free text fields”, under “Free text field 3”, select Usage: “Allow”, Location: “Header”. Under “Document imaging”, Enter Name: “Invoice”, Link: https://<CLIENT SERVER>/twinfield/showInvoice/$FreeText3$
