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Fritz

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Latest activity by Fritz
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    Fritz created an article,

    Xero user assignments using a Tracking field

    1. Integration
    2. Xero Accounting

    When using Xero accounting, together with Skynamo, the user assignments can either be managed on Xero using a Tracking field or on Skynamo outside of the integration implementation.  The default be...

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    Fritz created an article,

    Integration user assignments

    1. Integration
    2. General

    Introduction Traditionally, when using the Skynamo integration service, the customer-user assignments were normally managed by the integration team in a mapping table, for instance: Rep code Sky...

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    Fritz commented,

    1. Integration
    2. Xero Accounting
    3. Flow diagram Xero

    Note also that Skynamo can create Customers & Products in Xero when an order fails to import into Xero.

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    Fritz commented,

    1. Integration
    2. Xero Accounting
    3. Flow diagram Xero

    Note that the following is also supported: Skynamo order to Xero draft invoicesSkynamo credit request to Xero draft credit note Also, note that only items marked as "I sell this item" show as Activ...

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    Fritz commented,

    1. Integration
    2. Xero Accounting
    3. Xero FAQ

    Adding account codes 1-by-1: Click on Customers Click on a Customer Click on "Add account number" Add an account number    Click Save    

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    Fritz created an article,

    How to create a Skynamo API key

    1. Integration
    2. Integration FAQs

      Steps to create an integration token Step 1: Log in as Account Manager Step 2: Click on Settings Step 3: Click on Integration tokens Click on Add access token Type in a Name & Description and ...

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    Fritz created an article,

    Tax is not showing even though the Default Tax Rate is set up

    1. Skynamo Web Interface
    2. Common Issues

    Even though the default tax is set up, Skynamo will not automatically calculate tax for a customer if there is no price list assigned to the customer. The setting "Inclusive" or "Exclusive" or tax ...

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    Fritz commented,

    1. Skynamo Web Interface
    2. What's New?
    3. Adding Tax in Skynamo

    Note that, even though the default tax is set up, Skynamo will not automatically calculate tax for a customer if there is no price list assigned to the customer. The setting "Inclusive" or "Exclusi...

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    Fritz commented,

    1. Resources
    2. Getting Started
    3. Import templates

    Note that the following limits apply: Customer code must have 40 or less characters. Product code must have 40 or less characters. When using the file exchanger via Dropbox, Product Unit name lengt...

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    Fritz commented,

    1. Skynamo Field
    2. How to...
    3. Converting a Quote to an Order on Android

    Note that quotes cannot be edited or converted to orders from the Admin/Manager interface.