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 Link Technologies - LinkSOFT Documentation 
Help > Link Web Applications Portal > Integration > Integration Setup > Financial Systems > Integration Modules >
Accounts Receivable Transaction
Overview

The "Accounts Receivable Transaction" rule is a one-way integration between LinkSOFT and FMIS. These records can be viewed in menu " AR Master " and menu "AR Transaction"

How this integration works:

  1. Data is imported from FMIS and updated to the "AR Master ".
  2. These transactions can then be integrated with  Tax Core   to sign and email the signed invoice to the customer.

Steps to configure Accounts Receivable Transaction:

  1. Enable the "Accounts Receivable Transaction" rule in menu "Integration -> Integration Setup -> [Select the appropriate integration code] -> Integration Settings
  2. Configure the "Start Date" under the Integration Rule -> Configuration
  3. Configure the "Last Read Date from FMIS" and "Last Read Record Number" under the Integration Rule -> Configuration
  4. Configure any additional settings required by the integration code.