Purpose: To enable you to stop a record from sending to the accounting package.
Please note:
- Marking a record as do not send will break the link between Sage 200 and Commusoft. Therefore you may need to manually enter related records into the package at a later date.
- You need to confirm the record exists in your package and is correct.
Marking one record as do not send
- Profile icon > Integrations > Accounting packages > View dashboard > Click 'View' in the failed section.
- Click on the tab corresponding to the type of record that has failed.
- Click + next to the failed record > 'Mark as do not send'
Marking multiple records as do not send
- Profile icon > Integrations > Accounting packages > View dashboard > Click 'View' in the failed section.
- Click on the tab corresponding to the type of record that has failed.
- Use the check box on the left to select required records > 'Mark as do not send' in the top right.