Accounts Integration Import Tab
To access the Accounts Integration area, Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the green circle with a white cross icon at the top of the button bar. It is where you setup and configure Khaos Control to work with your accounting package. The Import tab shows a grid containing a summary of imported payments:
- URN: The URN of the Company the payment relates to.
- Company Name: The name of the Company the payment relates to.
- Payment Date: The date of the imported payment.
- Reference: The payment reference (if applicable).
- Amount: The payment amount.
- Allocated To: The invoice number the payment is allocated to.
- S/P: Indicates whether the payment is for a sale or purchase invoice.
- Status: The status of the imported payment (i.e. whether or not it has been created and allocated in Khaos Control).
Pending Export Grid Context Menu
- Goto Company: Opens the company record of the company the payment relates to..