IMAGE of Manual Imports tab
DETAILS AND EXPLANATIONS
Overview: This screen allows you to indicate exactly which transaction you wish to sync between the software applications. Manual imports are useful for transactions outside of the date range indicated on the Settings tab, for instance. Enter the Bill number, Payment number, or Vendor Credit number, and click on the Import button.
Steps: Populate field above for the transaction you wish to import and click on Import. Navigate to the Sync Jobs tab to see sync status; either a successful sync is noted by clicking on the ID and seeing the logged sync or an unsuccessful sync as indicated in the Exceptions column. Click on the number in the Exceptions column to understand what needs to be fixed. Fix what is necessary in BILL or BQE Core and return to Manual Imports to try the import again. Continue these steps until the sync is successful.
Other Uses: Manual Imports are also useful for deleted transactions. See the page for Best Practices for more information related to deleted transactions.
Reference Number Mapping:
Sample BILL vendor bill numbers (aka "Invoice no." in BILL):
Sample BQE Core vendor bill numbers (NUMBER column in Vendor Bills screen in BQE Core):
BILL payment number (aka "Confirmation no." in BILL):
BILL vendor credit number (aka "Reference no." in BILL):
