AP External Billing Setup window
This window appears when you click the Set Up External Billing Integration button in Module Preferences. Use this window to enter your ArcBill or Expensify connection information. You must have General Ledger installed to import from Expensify.
External Billing Type
From the drop-down, choose if you are integrating with Expensify or ArcBill.
Expensify Settings
These fields appear if you choose Expensify from the Billing Type drop-down.
Partner User ID
When you activate your Expensify account, you will receive your User ID.
Partner User Secret
When you activate your Expensify account, you will receive your User Secret.
Next Invoice Number
The invoice numbers generated for Expensify transactions will be based on the number you enter here. This field will update after transactions are generated to show the next number that will be used.
Test Connection to Expensify
Click this button to make sure your connection is successful.
ArcBill Settings
These fields appear if you choose ArcBill from the Billing Type drop-down.
User ID
When you activate your ArcBill account, you will receive your User ID.
Password
When you activate your ArcBill account, you will receive your password.
Test Connection to ArcBill
Click this button to make sure your connection is successful.
Related Topics
Published date: 12/03/2021