Simplifying Employee Bank Account Management Managing employee bank account details in HiBob just got a whole lot easier. Previously, to sync bank details from HiBob, you were required to manually create custom fields for bank information such as BSB ...
Sync Delete option is pivotal for maintaining data consistency and preventing accidental loss of important documents. Here's a comprehensive guide on how to use this feature effectively: Enabling Sync Deletes The Sync Delete feature facilitates the ...
Overview: We are introducing two key changes to enhance the user experience and streamline the integration process between SimPRO and SharePoint. These changes are designed to improve data visibility, reduce redundant folders, and simplify the setup ...
When using Autosync configuration to sync jobs, quotes, sites, and customers between Simpro and SharePoint, there may be times when you want to stop syncing specific jobs or quotes. This is especially necessary if your account contains old jobs or ...
HiBob has recently updated its leave request handling process, and it's important to understand how these changes affect integrations and manual workflows—especially when it comes to syncing with the EH system. Please note that if the leaves are not ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Jobs When you log in, you will see that there are various manual “push” functions. The first of these is Import New Jobs. This function imports any new jobs created ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import New Cost Centres The second portal function is the Import New Cost Centres button. If you have created new cost centres in an existing simPRO job, normally these would ...
Integration Portal User Guide simPRO - QuickBooks Workforce Integration - Import Jobs/Quotes to QuickBooks Workforce Another function in the QuickBooks Workforce Sync Portal is an option to selectively import new Jobs and new Quotes. This feature is ...
This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at support@syncezy.com About the Procore to SharePoint integration Please also visit our ...
Summary This guide will give a detailed overview of the Procore SharePoint integration dashboard and reporting tools available. Getting Started Make sure you have the correct user credential permissions in Procore and SharePoint to setup up your ...