In Article Navigation can be found to the right of this article or via the buttons below Pricing Contact Syncing Searching Transactions Auto Matching Transactions Sales Tax Posting Cheque/Check Customization Additional Training We integrate with both ...
Sometimes a deal may collapse or fall through or you have to transfer funds from one deal to another, if this happens you will have to release funds you're holding. To do that, head to the Release Deposit menu in your deal to record this release. ...
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked Xero Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to duplicate contacts ...
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked QuickBooks Online Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to ...
Should you sign up for Loft47? Check out these resources, they’ll help you decide. Picking technology is tricky, and we love working with Brokerages that we are a great fit for. This is not a one size fits all business & we’re happy to recommend ...