Accounting Integration – Contacts
- 3 days ago
- 1 min read
For more information regarding contacts, select the Contacts button.
This view will show the total number of new contacts that will be either imported from or exported to MYOB.
NB: This number is different to that shown in the Dashboard as it represents contacts from jobs that currently have no invoice to associate.
The Merge task, when selected, allows contact mapping functionality between UniPhi and MYOB.
1. Select the Source to which mapping is to be made from.
2. From the dropdown list, select the contact on which mapping is to be made.
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