Manage inbound email and where approved transactions get sent.
Every client workspace has its own address, ready to use — no DNS setup. Forward invoices here, or give it to the client’s vendors directly.
Optional. Receive invoices at your own domain instead. After adding it, add the DNS records shown below at your registrar, then click Verify. Both routes stay active — mail to either address reaches this workspace.
Exactly one active destination — approved transactions are sent here automatically.
Sage 50 has no connection to sign in to — it imports a file. Sage decides the column order in its own File > Select Import/Export window, so the columns below must match the template you set up there. Check them against a real import before the first live run.
The chart of accounts, classes and tax codes reviewers code invoice lines against. Pulled from this client's QuickBooks company — refresh after adding a new account there.
How this client has coded each vendor before, learned from the last 12 months of bills and expenses already in their QuickBooks. Pulled automatically when QuickBooks is connected — re-run it if that didn't finish, or to pick up a year's more history.