EDI to QB for Sales Invoices USE CASES
From UG
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(added figures for UC1, UC2) |
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==== Figure 2. Dashboard configuration in user profile ==== | ==== Figure 2. Dashboard configuration in user profile ==== | ||
[[File:QB panel visibility checkbox.gif]] | [[File:QB panel visibility checkbox.gif]] | ||
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| + | Main Menu - Home. There is QB dashboard panel with zero values of ''not imported'' documents on the homepage. | ||
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| + | ==== Figure 3. QB dashboard panel on CT2 homepage ==== | ||
| + | [[File:QB panel on homepage.gif | 850px]] | ||
=== UC3: initial steps === | === UC3: initial steps === | ||
Revision as of 15:13, 21 September 2010
Contents
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Business Story
Accounting operator Clark Kent in NY Jaguar Office responsible for daily upload of Sales Invoice (and Credit Notes) into QuickBooks.
Use Cases
UC1: set time of creating of batch file
Admin - Users and Offices - Offices. Edit Office window.
Figure 1. Edit Office window
a. "IIF-file created" checkbox is not checked yet:
b. "IIF-file created" checkbox is checked:
UC2: set visibility of QB dashboard panel
Admin - Users and Offices - Jaguar Users. Edit Jaguar User window.
Figure 2. Dashboard configuration in user profile
Main Menu - Home. There is QB dashboard panel with zero values of not imported documents on the homepage.
Figure 3. QB dashboard panel on CT2 homepage
