Can I run Express Accounts, Express Invoice and Inventoria from one program?
You can integrate Express Accounts, Express Invoice and Inventoria.
- When you apply a payment or a credit note in Express Invoice, select the checkbox for Update Express Accounts
- The Receipts and Deposits window will open in Express Accounts
- Complete the information in this window
- Click the Record button
To link Express Accounts and Inventoria, they both need to be installed on the same machine.
- Click Options on the Express Accounts toolbar
- Select Inventory from the list on the left
- Select the Allow Express Accounts to synchronize with Inventoria checkbox
- Enter the Access Authentication Code
Enter the IP Address
- This is a code that you create. You will enter it in both Inventoria and Express Accounts.
Enter the Port number
- This is found in Inventoria
- Click the Options button on the Inventoria toolbar
- Go to the Other tab
- Click the Advanced Settings button
- Make sure that the Allow Express Invoice, Express Accounts or Copper to synchronize with Inventoria checkbox is selected
- Go to the Web Access tab
- Select the checkbox for either Local Network: or Internet
- Copy the IP address to Express Accounts
- Do NOT include http:// or anything after the :. For example, if the Local Network IP Address is "http://18.104.22.168:1097", enter "22.214.171.124" in the IP Address field.
Enter the Location name
- Inventoria has a default Port number of 1097
Click the Update Now button to synchronize with Inventoria
- Click the Retrieve Locations button to import the Inventoria existing locations
- Use the dropdown list to select which location you would like to update