The process includes registration, one time setup of vendor accounts, receiving vendor invoices and posting bills to QuickBooks.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
If you receive a lot of invoices from Vendors, InLattice can save you quite a bit of time by automating the Bill creation process. As you use InLattice to Post bills from Vendor Invoices, InLattice will learn the mapping that you use from Invoice lines to Bill Lines. Subsequent bills created from same Vendor will be automatically mapped using the previously learned mapping. So, after creating a few bills, new bills can be posted just with a click of a button.
Create Bill – Once this Invoice is received, you will create a Bill, InLattice will automatically map the known items in the Invoice line to Bill Line. Notice that Rose Plants is already mapped however Porch Lighting and Patio Lighting is not mapped since this is the first Invoice from this Vendor using that item.Mapping – You can double clicks on the unmapped Items and manually map them for this Invoice
After mapping, invoices are posted as bills.Automatic Mapping – When vendor sends a new Invoice with same item And you try to create the bill, the system automatically maps the Invoice lines to Bill Lines for Patio Lighting (in Invoice) to Lighting (in Bill).
The invoice can be posted as bills, with no data entry.
For additional support, please contact us at firstname.lastname@example.org