Follow

Web Dashboard: Excluding an Invoice or Estimate From the Next Sync

Sometimes, you need to exclude one or more estimates or invoices from the next sync.
We have added a new tool, called Advanced Toolbox, that allows you to do this

  

1. From your computer, log into the Web Dashboard. 

01.png

 

 

2. Click on Settings on the left navigation

Screen_Shot_2018-06-05_at_10.15.48_AM.png

 

 

3. Click on Advanced Toolbox.
NOTE: If you do not see the Advanced Toolbox, please contact InvoiceASAP to enable it for your account.

03.png

 

 

4. Click on Include/Exclude Invoices & Estimates to/from next Sync.
04.png

 

 

5. The default date range is the current calendar year.
Click on the date range drop down to select the date range you want.
05.png

 

 

6. Click on the checkbox on the title bar to select all invoices or estimates.06.png

 

 

7. You can also select documents individually, then click Exclude from Next Sync.
07b.png

 

 

8. Confirm that you want to exclude these in the next sync.
10.png

 

 

9. Click OK.
The selected invoices and estimates will be excluded from the next sync.
08.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk