How to view all “Chart of Accounts” within the Xero Integration? If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below...
PDF Generation for Invoices and Receipts This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads,...
Managing Document Attachments for Estimates and Invoices Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single,...
