Integrations

• Bank statements. Import actual statement lines and match them to recorded receipts, payments and reconciliation work.
• Carrier updates. Connect dispatch and delivery evidence to the existing delivery and attempt records when an external carrier performs the visit.
• Outbound messaging. Record actual acknowledgements for approved customer and supplier documents through integration deliveries.

Configure tax codes and their evidence within the entity before using them on orders and invoices. Keep each external message’s identity and result with its economic source. A timeout stays unresolved until reconciled; it cannot be assumed to mean failure or success. Review entity access, correction handling and duplicate events with the owners before enabling a connection. The implementation plan starts with a pilot transaction and its return path.