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External System
Liam avatar
Written by Liam
Updated over a year ago

This heading is in relation to external system settings for this Area.

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Username - Enter the Username to use as default for interaction with salesforce.com

Salesforce Password - Enter the Password to use as default for interaction with salesforce.com. Please note you will need to add the token provided by Salesforce here also and you will need to ensure the password and token are one string without spaces for it to be authorised.

Select External Accounts System - Select from:

None

Xero

Configure Area for Credit Control - On clicking the Save button on this page, the columns on the Account List are set to show the Account balances by period, and the Account Details panel is configured to show a list of invoices (copied from the accounting software) in the product section.

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