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Set exchange rate from accounting software

We currently set our exchange rate in our accounting software and would like this to pull through into PS, rather than having to have this manually updated in two places. (the accounting software we use is Opera).
Guest over 1 year ago in Integration 2 Already exists

Summary of Accounts data at Group Company Level

Presently if a Group Company exists with multiple companies (divisions) each having an individual SL account for integration e.g. if there are multiple branches each with their own SL Account there is no easy way to review expenditure at Group Com...
Guest almost 3 years ago in Integration 0

Support Access Dimensions invoices created through Transaction Broker

The current Access Dimensions invoices integration uses a lot of information from the Order record in Dimensions, to link through to the product details, and get the line details of the original order. If Invoices are created via Transaction Broke...
Guest 5 months ago in Access Dimensions 1

Not import customers who are marked as Obsolete in unleashed

all companies are being used in the magic matrix even though they are marked as obsolete in unleashed - why cant this flag be read and those customers not included in the matrix?
Guest over 2 years ago in Unleashed 0

Send quoteline description to comment 1 and comment 2 in Sage if more than 50 characters

The Description field on an order line in Sage only allows 50 characters, so when you put more in this becomes truncated. There are two additional lines, Comment 1 and Comment 2 that could be used to include any description that would have been tr...
Guest 11 months ago in Sage 50 1

Add a MailerLite Integration

Our marketing department uses Mailerlite for our marketing emails etc. We would really benefit from Mailerlite being integrated into our CRM.
Guest 6 months ago in Integration 0

Import Credit Note Quantity as a Negative figure

When reporting on Sales Transactions it can be useful to see how much of a product a customer has used. Currently, we import credit note quantity as a positive number, so when looking at a summary of the quantity of these lines it is shown as grea...
Guest 6 months ago in Unleashed 0

Cin7 'Sales rep' to populate from Prospect 'Sales person'

A customer has requested that the Sales rep field within Cin7 is populated by a field within Prospect. The logical answer here is the Sales person however I would also see the account manager being requested also. A System option may be nice for this
Guest over 3 years ago in Cin7 Omni 0

Order Creation Alert

It would be useful to have the ability for Prospect to send an alert to a pre-configured email address when an Order is created in the accounting system.
Guest almost 3 years ago in Integration 3 Already exists

Synchronise the "Rep Territory" from Unleashed to Prospect.

No description provided
Guest almost 1 year ago in Unleashed 1