Help Page
Sync Results Dashboard
This dashboard displays the outcomes of daily sync jobs, which run Monday to Friday at 6am, 10am, and 2pm.
Table Overview
The table below provides detailed information about each sync job, showcasing data from Jotform submissions and the corresponding vendors in Financial Edge.
| Field | Description |
|---|---|
| Job Run Date | The date the sync job ran, indicating when Jotform submissions were transferred to Financial Edge. |
| Jotform Submission ID | The unique identifier for the Jotform submission. |
| Jotform Submission Date | The date when the form was submitted in Jotform. |
| Access Code | The access code entered in the Jotform submission. Click to navigate to the associated Zendesk ticket. |
| Vendor Name | The name of the vendor created or updated in Financial Edge. |
| Vendor ID | The unique identifier for the vendor in Financial Edge NXT. Click to view the vendor in FE NXT. |
| Action | Specifies whether a vendor was created, updated, or if no action was taken in Financial Edge. |
| Verified | Check this box once the Jotform submission is confirmed in Financial Edge, and all vendor changes are made. |
| Details | Click to access more information about the vendor, including any errors and notes. |
How to Use
- Reviewing Sync Results
- Use the tabs to filter the sync results by status: Unverified, Verified, or All.
- Click the column headers to sort the table by the selected field.
- Use the search bar to find a specific vendor by name or ID.
- Examine the table to see the sync results for each job run.
- Use the various fields to identify specific details about the Jotform submissions and corresponding vendors.
- Accessing Zendesk Tickets:
- Click on the "Access Code" to quickly navigate to the associated Zendesk ticket for additional context.
- Navigating to Financial Edge:
- Click on the "Vendor ID" to view the vendor in Financial Edge NXT.
- Exploring Sync Run Result Details
- Click on the "Details" button to gain deeper insights into the vendor, including any errors and notes.
- Verification Process:
- Check the "Verified" box once you've confirmed that the Jotform submission is in Financial Edge, and all necessary changes to the vendor have been applied.
Invoices Dashboard
Filtering Invoices
The invoices page allows you to filter and search through your invoices using various criteria:
- Date Range - Filter invoices by date (required)
- Search Term - Search across all invoice fields
- Status - Filter by invoice approval status
- Vendor - Filter by vendor name
- Payment Method - Filter by payment method
- Post Status - Filter by posting status
- Added By - Filter by user who added the invoice
- Modified By - Filter by user who last modified the invoice
Invoice Table Columns
ID
Unique invoice identifier
Inv #
Invoice number
Date
Invoice date
Ven ID
Vendor identifier
Ven Name
Vendor name
Ven Status
Vendor status
Amount
Invoice amount
Desc
Invoice description
Status
Approval status
Post Status
Posting status
Balance
Remaining balance
Past Due
Indicates if invoice is past due
Amt Due
Amount currently due
Age
Invoice age in days
Pymt Method
Payment method
Hold Status
Information about invoice hold status
Bulk Actions
You can perform bulk actions on selected invoices:
- Hold - Place selected invoices on hold
- Release - Release selected invoices from hold
- Change Post Data - Modify posting data for selected invoices
- Save Modified Fields - Save changes made to selected invoices
Need more help?
If you need further technical assistance, please submit a Zendesk ticket.