EDI to QB for Sales Invoices USE CASES
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=== UC1: set time of creating of batch file === | === 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:'' | ||
| + | |||
| + | [[File:Edit_Office_window_IIF_nocheck.gif|top]] | ||
| + | [[File:Edit_Office_window_IIF_check.gif]] | ||
| + | |||
=== UC2: set visibility of QB dashboard panel === | === UC2: set visibility of QB dashboard panel === | ||
| + | Admin - Users and Offices - Jaguar Users. Edit Jaguar User window. | ||
| + | |||
| + | ==== Figure 2. Dashboard configuration in user profile ==== | ||
| + | [[File:QB panel visibility checkbox.gif]] | ||
=== UC3: initial steps === | === UC3: initial steps === | ||
Revision as of 15:08, 14 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
