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Managing document security in ConnectWise
ConnectWise has allowed you to store documents within the application for quite some time — and starting with the 2011.3 release, you’re now able to control which documents are accessible from the Client Portal. Mostly. Here’s what you need to know about managing document security within ConnectWise: There’s a security checkbox available on the document property window that allows […]
Setting up standard client mileage reimbursements in ConnectWise
Managing expense reports is an administrative headache for most companies. Here’s an easy way to not only reduce the amount of time involved with but also standardize how your field engineers report their mileage expense reimbursements. Step 1 – Create a mileage expense type If you don’t have one, the first thing you’ll need to […]
How to clear unposted invoices from ConnectWise’s accounting interface
We’ve had a number of clients that — for whatever reason — end up with unposted invoices within ConnectWise that in actuality had already been posted to their accounting application, such as QuickBooks, and which have pilled up over time. Here’s what you can do to get rid of these invoices. Step 1 – Determine […]