Once you have your integration in place you can manage the integration as follows:
Edit Mappings
You can manage field mappings between Gold-Vision and Exchequer from settings and Integration Mappings
Select your integration
You can define your field mapping and also the triggers from this page, triggers are created to define the action by which data is pushed/pulled between Gold-Vision and Exchequer
Field Mappings
Green fields can be mapped between systems
Gold-Vision Account to Exchequer Customer/Supplier
Exchequer Customer/Supplier to Gold-Vision Account (Pushback)
Gold-Vision Quote / Booking to Exchequer Sales Order
Gold-Vision Quote / Booking to Exchequer Sales Order Line
Exchequer Product to Gold-Vision Product
Transaction History
The following values are extracted from Exchequer and inserted into purpose build Gold-Vision Transaction History tables. Transaction history is imported for all integrated customers and includes Sales Invoices, Credit Notes, Journal Invoices, Journal Credits, Sales Quotes and Sales Orders. The fields imported as standard can be found highlighted in orange below.
Once the data is in Gold-Vision is can be used to produce reports, charts and dashboards
Related articles