User Guide - Mobius Connect for Dynamics SL

The Mobius Connect for Dynamics SL Integration allows you to import your Manage accounting data directly into your Dynamics SL application. 

Feature Summary

Configuration

System Requirements

ConnectWise Manage Configuration

Dynamics SL Configuration

Mapping Corresponding Data

    Customers

    Vendors

    Members

    GL Accounts

    Tax Codes

    Receivable Invoices

    Payable Invoices

    Expenses

    Terms

Clearing Transactions

Installation

Using the Application

Logging In

The Main Screen

Running a New Batch

Validating a Batch

Un-posting Transactions

Rerunning an Existing Batch

Synchronizing Invoice Payments

Modules

Customer Support