Manual document sync
eXconnect enables manual sync of documents from erply berlin back-office.
Enable Backoffice sync plugin
- Login to the Erply Backoffice.
- Click on Settings > Configuration
- On the configuration page. click on plugins
- Then paste the below code to activate the manual sync plugin
// ---------------------------------------------------------
// exConnect Manual Sync - Webtize- 12th Jan 2021
// ---------------------------------------------------------
$(document).ready(function () {
var script_exconnect = document.createElement("script");
script_exconnect.src = "https://erpplugins.s3.ap-southeast-2.amazonaws.com/exconnect/exconnect.js?_t=" + Date.now(), document.getElementsByTagName("head")[0].appendChild(script_exconnect)
});
//-----------------------------------------------------------
Sync an Invoice
To manually sync an invoice. Open the invoice which you want to sync.
Click the button with 3 dots or press F4 on you keyboard.
Then click the menu Sync to Xero, This will open a popup with information from both systems.
Click on Update Invoice to sync the invoice again or update the invoice.
If you want to update a invoice which already has payment, make sure you delete the payment in erply first and then sync the invoice
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