We hope you're enjoying going fully digital with the handling of your PODs and invoices.
We've compiled a list of frequently asked questions to help you breeze through testing and help you become a Finance Manager champion.
Can I save and send invoices from Finance Manager?
This functionality will be available in the first half of June 2021.
How many invoices can I download with a bulk action applied?
Up to 50 records can be downloaded at a time using the bulk action functionality.
Will the accounting software integration interfere in any way?
No, the integration only allows users to send invoices and credit notes to the accounting software.
Will I have to pay for Finance Manager once my trial is over?
The Accounts Receivable module is free of charge for all Exchange members. In future, there will be a charge for integrating accounting software with Finance Manager.
Is there a bulk action functionality to map customers for Finance Manager integrations?
At the moment there isn’t a bulk action to do this. We are looking at the integration to see if it’s possible to improve the user experience for mapping customers and suppliers.