EDI to QB for Sales Invoices USE CASES
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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.