Bill Processing

In this article we will go over common errors when creating rules with Integrations Mapping. For a more in depth explanation of integration mapping, how to create rules, and examples, please click here. Issues with integration mapping usuall...

In MakersHub, images larger than 100KB’s are processed as a bill. In some cases, users or vendors may have an image in their signature that exceeds this size and is processed as a bill. Should this be a rare occurrence, you can reject the bill, but ...

This article will explain how to fix the issue of not being able to select a Class or Customer|Job at the line item level. This occurs most often when a rule in your integration mapping matches to a Class or Customer|Job that no longer exis...

If you are not able to see the GL Account for an entry, first confirm that you have Accounting Access toggled on (shown below). This allows you to see where a bill would be coded. If you do not see the Accounting Access button, contact your com...

When MakersHub syncs a bill to your QuickBooks, the system also pushes a link to the pdf of the bill as an item in your QuickBooks (shown below) titled MakersHub Bill Record and MakersHub Document Record. Some businesses that do a good ...

Once a bill or credit is approved by all parties and synced with QuickBooks, the transaction type cannot be changed from a credit to a bill or vice versa. This article will guide you through the optimal workflow for saving time by copying the bill/...